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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 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DDOG DATADOG INC Technology 987.0 $257K 0.03% NEW $260.36 -10.7%
222 IQVIA HLDGS INC 1,325.0 $256K 0.03% $193.22
223 FYT FIRST TR EXCHANGE-TRADED ALP 3,657.0 $255K 0.03% $69.81 +3.2%
224 MPC MARATHON PETE CORP Energy 993.0 $254K 0.03% $255.67 +40.1%
225 XLE SELECT SECTOR SPDR TR 4,766.0 $253K 0.03% $53.11 +20.0%
226 SPGI S&P GLOBAL INC Financial Services 619.0 $252K 0.03% -305.0 -33.0% $407.26 +6.1%
227 CMI CUMMINS INC Industrials 353.0 $252K 0.03% NEW $713.21 -16.8%
228 VLO VALERO ENERGY CORP Energy 961.0 $250K 0.03% +54.0 +6.0% $260.47 +31.1%
229 TT TRANE TECHNOLOGIES PLC Industrials 499.0 $245K 0.03% $491.16 -8.2%
230 CSX CSX CORP Industrials 5,154.0 $245K 0.03% -35.0 -0.7% $47.53 +7.2%
231 VLUE ISHARES TR 1,210.0 $242K 0.03% NEW $199.81 +0.9%
232 AVGE AMERICAN CENTY ETF TR 2,428.0 $241K 0.03% $99.10 +1.9%
233 MTCH MATCH GROUP INC NEW Communication Services 6,322.0 $241K 0.03% NEW $38.05 +6.0%
234 KMX CARMAX INC Consumer Cyclical 4,541.0 $240K 0.03% NEW $52.89 +15.4%
235 VSS VANGUARD INTL EQUITY INDEX F 1,556.0 $240K 0.03% -17.0 -1.1% $154.25 +3.3%
236 LITE LUMENTUM HLDGS INC Technology 276.0 $237K 0.03% NEW $858.06 +2.5%
237 RBRK RUBRIK INC. Technology 2,872.0 $231K 0.03% NEW $80.28 +21.5%
238 DINO HF SINCLAIR CORP Energy 3,301.0 $230K 0.03% $69.65 +33.1%
239 ISRG INTUITIVE SURGICAL INC Healthcare 574.0 $228K 0.03% +15.0 +2.7% $397.68 -5.8%
240 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,116.0 $228K 0.03% NEW $107.78 +2.6%
Page 12 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%