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Portfolio (Quarterly) Guide ↗

NORTHWEST WEALTH MANAGEMENT, LLC

· CIK 0001695344
13F Portfolio $758M AUM 265 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 66 Added 93 Reduced 30 Exited
Page 11 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MKSI MKS INC. Technology 665.0 $296K 0.04% NEW $444.80 -36.6%
202 DG DOLLAR GEN CORP Consumer Defensive 2,475.0 $285K 0.04% -363.0 -12.8% $115.11 +4.8%
203 EVR EVERCORE INC Financial Services 829.0 $283K 0.04% +149.0 +21.9% $341.44 -15.9%
204 SOFI SOFI TECHNOLOGIES INC Financial Services 15,723.0 $282K 0.04% -81.0 -0.5% $17.93 -0.1%
205 XLK SELECT SECTOR SPDR TR 1,476.0 $281K 0.04% NEW $190.52 -3.9%
206 ESGU ISHARES TR 1,712.0 $280K 0.04% $163.67 +2.0%
207 TOL TOLL BROTHERS INC Consumer Cyclical 1,689.0 $278K 0.04% $164.75 -12.0%
208 NTNX NUTANIX INC Technology 5,388.0 $275K 0.04% NEW $50.96 +30.2%
209 FTA FIRST TR EXCHANGE-TRADED ALP 2,835.0 $274K 0.04% $96.80 +6.8%
210 MRVL MARVELL TECHNOLOGY INC Technology 920.0 $274K 0.04% NEW $297.92 -15.7%
211 BIIB BIOGEN INC Healthcare 1,255.0 $271K 0.04% +103.0 +8.9% $216.06 -0.8%
212 ADI ANALOG DEVICES INC Technology 676.0 $268K 0.04% $397.17 -6.8%
213 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,900.0 $266K 0.04% NEW $45.11 +17.3%
214 EXEL EXELIXIS INC Healthcare 4,890.0 $266K 0.04% -88.0 -1.8% $54.41 -1.3%
215 VIKING HOLDINGS LTD 2,530.0 $265K 0.04% NEW $104.67
216 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,028.0 $263K 0.04% +97.0 +10.4% $255.88 +26.7%
217 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,305.0 $260K 0.03% NEW $25.26 -0.9%
218 SCHV SCHWAB STRATEGIC TR 7,459.0 $260K 0.03% NEW $34.81 -0.0%
219 VGT VANGUARD WORLD FD 2,170.0 $259K 0.03% NEW $119.52 -1.0%
220 MCD MCDONALDS CORP Consumer Cyclical 954.0 $258K 0.03% $270.34 -0.4%
Page 11 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Consumer Cyclical 16.7%
Industrials 12.2%
Financial Services 9.2%
Healthcare 6.2%
Communication Services 4.9%
Consumer Defensive 4.7%
Utilities 3.0%
Energy 2.8%
Basic Materials 2.1%