Northwest Wealth Advisors, LLC has disclosed its latest investment holdings, reporting a total value of $202,086,329 as of September 30, 2026. This filing, submitted on November 2, 2026, is significant as it provides insights into the firm’s investment strategies and portfolio management.

Northwest Wealth Advisors, based in Bellingham, Washington, is a financial advisory firm that specializes in managing client assets. The firm operates under the Central Index Key (CIK) number 0002094564 and is categorized under the entity type of 'other'. The company has been active in filing various forms, including multiple 13F-HR reports throughout the year.

The 13F filing indicates that Northwest Wealth Advisors holds a total of 67 different securities. Among its notable investments, the firm has significant stakes in major companies such as Apple Inc., Microsoft Corp., and Berkshire Hathaway Inc. These holdings reflect a strategic focus on established technology and financial services sectors, which are often seen as reliable growth areas.

According to the filing, the firm’s largest holding is in Fidelity Covington Trust, with a value exceeding $9.8 million. Other prominent investments include various ETFs and individual stocks, indicating a diverse approach to portfolio management. The firm has demonstrated a commitment to investing in both growth-oriented and value-driven securities, which may appeal to a broad range of clients.

The filing also highlights the firm’s investment discretion, indicating that it has sole discretion over these holdings. This suggests that the firm actively manages its investments rather than relying on external managers, which can be a significant factor in its investment strategy.

Northwest Wealth Advisors' disclosures may have implications for its clients, as the reported holdings can influence investment decisions and strategies moving forward. Clients may look to these disclosures to gauge the firm’s performance and alignment with their own investment goals.

Looking ahead, it remains to be seen how Northwest Wealth Advisors will adapt its investment strategies in response to market trends and economic conditions. The firm has not indicated any forthcoming filings or significant changes in its management structure. As such, stakeholders will be keenly observing future reports to assess the firm’s ongoing performance and strategic direction.