Long-term investor
Northwest Wealth Management, LLC @northwestwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001695344).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +11.3% · 1 year +18.8% · all +18.8%
- Max drawdown 0.0% · Sharpe 1.50 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGIT · 9.2% · long · since 2025-06-30
- ITOT · 8.8% · long · since 2025-06-30
- DFAC · 7.9% · long · since 2025-06-30
- DFSD · 4.0% · long · since 2025-06-30
- VTIP · 4.0% · long · since 2025-06-30
- VTI · 3.7% · long · since 2025-06-30
- AVDV · 3.5% · long · since 2025-06-30
- AVUV · 3.5% · long · since 2025-06-30
- IDEV · 3.0% · long · since 2025-06-30
- DFEM · 2.0% · long · since 2025-06-30
- VGSH · 2.0% · long · since 2025-06-30
- DFUS · 1.9% · long · since 2025-06-30