Northwest Wealth Management, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investing in the stock market can be a lucrative endeavor. However, making the right investment decisions is crucial to building a profitable investment portfolio. One tool investors use to make smart investment choices is Form 13F.

Form 13F is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses the manager’s holdings of publicly traded securities. This information can help investors identify investment opportunities and gain insight into the decision-making processes of institutional investors.

Northwest Wealth Management, LLC recently filed their Q3 and Q4 2022 Form 13F reports. Let’s take a look at the changes in their holdings and what it could mean for investors.

DIMENSIONAL ETF TRUST (DFAC)

Northwest Wealth Management decreased their holdings of DIMENSIONAL ETF TRUST (DFAC) from 808,838 shares in Q3 to 775,244 shares in Q4, a 4.6% decrease. The value of their holdings increased from $17,989,000 to $18,822,000, indicating a positive outlook on the stock.

VANGUARD INDEX FDS (VTI)

Northwest Wealth Management also decreased their holdings of VANGUARD INDEX FDS (VTI) from 79,633 shares in Q3 to 73,491 shares in Q4, indicating a lack of confidence in the stock. The value of their holdings also decreased from $14,292,000 to $14,050,000, a 1.7% decrease.

ISHARES TR (ITOT)

On the other hand, Northwest Wealth Management increased their holdings of ISHARES TR (ITOT) from 78,948 shares in Q3 to 88,398 shares in Q4, a 19.4% increase. The value of their holdings also increased from $6,280,000 to $7,496,000, indicating a positive outlook on the stock.

AMERICAN CENTY ETF TR (AVEM)

Northwest Wealth Management also showed a positive outlook on AMERICAN CENTY ETF TR (AVEM), increasing their holdings from 64,066 shares in Q3 to 111,483 shares in Q4, an 91.1% increase. The value of their holdings also increased from $2,943,000 to $5,624,000.

Conclusion

It’s important to note that these changes in holdings are not investment advice and should not be taken as a recommendation to buy, sell, or hold any of these securities. However, reviewing Form 13F reports can help investors gain insight into the decision-making processes of institutional investment managers and identify potential investment opportunities.