NORTHWEST WEALTH MANAGEMENT, LLC

13F filer, CIK 1695344, SPENCER, IA

NORTHWEST WEALTH MANAGEMENT, LLC reported $428,766,520 across 166 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-04. Its ten largest share positions make up 45% of the portfolio.

Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001695344-24-000004

Period: 2024-09-30
Reported value: $429M
Holdings: 166
Top 10 weight: 45%
New: 9
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VGITadded	+89,264	$5.39M
DFSDadded	+64,347	$3.07M
DFUSadded	+49,135	$3.06M
DFACadded	+69,679	$2.39M
VTIPadded	+37,475	$1.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BRK-Breduced	-2,920	-$1.34M
AOAreduced	-11,657	-$920K
DFATreduced	-10,632	-$591K
SUBreduced	-4,766	-$506K
XLFexited	-10,934	-$449K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001695344-24-000004, largest first. % of portfolio is the value over $428,766,520, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	1,252,338	$42.9M	10.02%	+69,679	Timeline
ITOTISHARES TR	214,744	$27M	6.29%	+4,429	Timeline
VGITVANGUARD SCOTTSDALE FDS	429,771	$26M	6.06%	+89,264	Timeline
VTIVANGUARD INDEX FDS	82,023	$23.2M	5.42%	+1,433	Timeline
VGSHVANGUARD SCOTTSDALE FDS	260,378	$15.4M	3.58%	-2,566	Timeline
AVDVAMERICAN CENTY ETF TR	183,119	$12.9M	3.02%	+12,285	Timeline
AVUVAMERICAN CENTY ETF TR	132,024	$12.7M	2.95%	+3,913	Timeline
VTIPVANGUARD MALVERN FDS	253,336	$12.5M	2.91%	+37,475	Timeline
AAPLAPPLE INC	45,694	$10.6M	2.48%	+657	Timeline
AVEMAMERICAN CENTY ETF TR	150,269	$9.71M	2.26%	+3,077	Timeline
IDEVISHARES TR	136,190	$9.65M	2.25%	+1,761	Timeline
AVDEAMERICAN CENTY ETF TR	127,705	$8.56M	2%	+11,435	Timeline
AVUSAMERICAN CENTY ETF TR	88,851	$8.45M	1.97%	+918	Timeline
DFUSDIMENSIONAL ETF TRUST	128,642	$8M	1.87%	+49,135	Timeline
SLYVSPDR SERIES TRUST	85,383	$7.41M	1.73%	-2,710	Timeline
DFATDIMENSIONAL ETF TRUST	128,131	$7.13M	1.66%	-10,632	Timeline
DFSDDIMENSIONAL ETF TRUST	148,866	$7.11M	1.66%	+64,347	Timeline
DFIVDIMENSIONAL ETF TRUST	173,365	$6.6M	1.54%	+7,726	Timeline
ETNEATON CORP PLC	19,857	$6.58M	1.53%	-136	Timeline
DFAIDIMENSIONAL ETF TRUST	184,227	$5.85M	1.37%	+34,153	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	11,227	$5.17M	1.21%	-2,920	Timeline
EFVISHARES TR	89,478	$5.15M	1.2%	-3,678	Timeline
AMZNAMAZON COM INC	25,435	$4.74M	1.11%	+5,351	Timeline
AOAISHARES TR	57,512	$4.54M	1.06%	-11,657	Timeline
VEAVANGUARD TAX-MANAGED FDS	80,499	$4.25M	0.99%	+2,963	Timeline
DFCFDIMENSIONAL ETF TRUST	94,545	$4.08M	0.95%	+802	Timeline
NVDANVIDIA CORPORATION	32,631	$3.96M	0.92%	+246	Timeline
DFUVDIMENSIONAL ETF TRUST	94,282	$3.93M	0.92%	+4,812	Timeline
MSFTMICROSOFT CORP	8,483	$3.65M	0.85%	-203	Timeline
IWNISHARES TR	21,035	$3.51M	0.82%	-239	Timeline
SPDWSPDR INDEX SHS FDS	91,768	$3.45M	0.8%	-1,581	Timeline
VBRVANGUARD INDEX FDS	16,668	$3.35M	0.78%	-110	Timeline
IEMGISHARES INC	58,101	$3.34M	0.78%	-483	Timeline
VTVVANGUARD INDEX FDS	18,875	$3.29M	0.77%	-263	Timeline
DISVDIMENSIONAL ETF TRUST	111,132	$3.23M	0.75%	+13,780	Timeline
DFAEDIMENSIONAL ETF TRUST	114,238	$3.13M	0.73%	+17,332	Timeline
BSVOEA SERIES TRUST	133,454	$2.95M	0.69%	+29,487	Timeline
DFICDIMENSIONAL ETF TRUST	98,334	$2.77M	0.65%	+4,551	Timeline
DFEMDIMENSIONAL ETF TRUST	97,089	$2.73M	0.64%	+34,508	Timeline
DFAXDIMENSIONAL ETF TRUST	98,871	$2.67M	0.62%	-3,947	Timeline
DIHPDIMENSIONAL ETF TRUST	96,159	$2.66M	0.62%	+27,164	Timeline
BSVVANGUARD BD INDEX FDS	32,358	$2.55M	0.59%	-1,153	Timeline
TSLATESLA INC	9,525	$2.49M	0.58%	-480	Timeline
AORISHARES TR	40,561	$2.4M	0.56%	-7,557	Timeline
VWOVANGUARD INTL EQUITY INDEX F	47,544	$2.27M	0.53%	-2,145	Timeline
IEFAISHARES TR	25,583	$2M	0.47%	-131	Timeline
WMTWALMART INC	22,921	$1.85M	0.43%	-3,147	Timeline
SPTMSPDR SERIES TRUST	25,670	$1.8M	0.42%	-781	Timeline
DFSVDIMENSIONAL ETF TRUST	58,165	$1.79M	0.42%	+16,116	Timeline
DFGRDIMENSIONAL ETF TRUST	58,803	$1.7M	0.4%	+26,356	Timeline
AVLVAMERICAN CENTY ETF TR	25,681	$1.69M	0.39%	-229	Timeline
XOMEXXON MOBIL CORP	14,190	$1.66M	0.39%	-12	Timeline
VOOVANGUARD INDEX FDS	3,099	$1.64M	0.38%	-119	Timeline
VEUVANGUARD INTL EQUITY INDEX F	25,637	$1.62M	0.38%	-534	Timeline
JPMJPMORGAN CHASE & CO	7,420	$1.56M	0.36%	-127	Timeline
IVVISHARES TR	2,636	$1.52M	0.35%	-132	Timeline
VRPINVESCO EXCH TRADED FD TR II	59,782	$1.46M	0.34%	-7,898	Timeline
SHYISHARES TR	17,073	$1.42M	0.33%	-1,732	Timeline
FNDCSCHWAB STRATEGIC TR	36,921	$1.41M	0.33%	-459	Timeline
VUSBVANGUARD BD INDEX FDS	28,089	$1.4M	0.33%	-1,742	Timeline
VNQVANGUARD INDEX FDS	13,962	$1.36M	0.32%	+251	Timeline
TIPISHARES TR	12,113	$1.34M	0.31%	-975	Timeline
FNDFSCHWAB STRATEGIC TR	32,469	$1.21M	0.28%	+6	Timeline
EEMISHARES TR	25,644	$1.18M	0.27%	-24	Timeline
DFIPDIMENSIONAL ETF TRUST	27,564	$1.17M	0.27%	+28	Timeline
IUSVISHARES TR	11,796	$1.13M	0.26%	-1,825	Timeline
GOOGALPHABET INC	6,654	$1.11M	0.26%	+1,012	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,561	$1.1M	0.26%	-26	Timeline
UNPUNION PAC CORP	4,275	$1.05M	0.25%	+4	Timeline
VTVANGUARD INTL EQUITY INDEX F	7,954	$952K	0.22%	-2,213	Timeline
SPEMSPDR INDEX SHS FDS	23,003	$950K	0.22%	+888	Timeline
LLYELI LILLY & CO	1,071	$949K	0.22%	-17	Timeline
DUHPDIMENSIONAL ETF TRUST	27,216	$927K	0.22%	+14,060	Timeline
STIPISHARES TR	9,111	$923K	0.22%	-1,828	Timeline
IWMISHARES TR	3,971	$877K	0.2%	-82	Timeline
IEIISHARES TR	7,207	$862K	0.2%	-959	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,673	$837K	0.2%	-163	Timeline
FPEFIRST TR EXCH TRADED FD III	45,455	$823K	0.19%	+83	Timeline
WFCWELLS FARGO & CO	14,415	$814K	0.19%	-156	Timeline
VUGVANGUARD INDEX FDS	2,120	$814K	0.19%	+170	Timeline
DEDEERE & CO	1,789	$746K	0.17%	-11	Timeline
METAMETA PLATFORMS INC	1,267	$725K	0.17%	-3	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	14,975	$687K	0.16%	+642	Timeline
FLTRVANECK ETF TRUST	26,242	$668K	0.16%	-3,316	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	19,606	$659K	0.15%	+49	Timeline
USBUS BANCORP	14,083	$644K	0.15%	+5,404	Timeline
CASYCASEYS GEN STORES INC	1,628	$612K	0.14%	+300	Timeline
IJSISHARES TR	5,616	$605K	0.14%	-471	Timeline
BIVVANGUARD BD INDEX FDS	7,536	$591K	0.14%	+75	Timeline
VBVANGUARD INDEX FDS	2,423	$575K	0.13%	-199	Timeline
VCSHVANGUARD SCOTTSDALE FDS	6,998	$556K	0.13%	-4,923	Timeline
AMLPALPS ETF TR	11,474	$541K	0.13%	-83	Timeline
AMDADVANCED MICRO DEVICES INC	3,251	$533K	0.12%	0	Timeline
SHMSPDR SERIES TRUST	10,557	$508K	0.12%	0	Timeline
LNTALLIANT ENERGY CORP	7,868	$478K	0.11%	-34	Timeline
PEPPEPSICO INC	2,770	$471K	0.11%	0	Timeline
HDHOME DEPOT INC	1,147	$465K	0.11%	+4	Timeline
MUBISHARES TR	4,102	$446K	0.1%	+403	Timeline
VSSVANGUARD INTL EQUITY INDEX F	3,529	$445K	0.1%	-371	Timeline
UNHUNITEDHEALTH GROUP INC	755	$441K	0.1%	0	Timeline
GOOGLALPHABET INC	2,656	$441K	0.1%	-10	Timeline
DFARDIMENSIONAL ETF TRUST	17,014	$436K	0.1%	-520	Timeline
TSNTYSON FOODS INC	7,045	$420K	0.1%	0	Timeline
DFNMDIMENSIONAL ETF TRUST	8,542	$415K	0.1%	new	Timeline
ORCLORACLE CORP	2,400	$409K	0.1%	+14	Timeline
VXUSVANGUARD STAR FDS	6,042	$391K	0.09%	+25	Timeline
PDIPIMCO DYNAMIC INCOME FD	18,511	$375K	0.09%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	417	$370K	0.09%	-3	Timeline
PHPARKER-HANNIFIN CORP	561	$354K	0.08%	+1	Timeline
PGPROCTER & GAMBLE CO	2,003	$347K	0.08%	-29	Timeline
MCDMCDONALDS CORP	1,127	$343K	0.08%	+5	Timeline
XLESELECT SECTOR SPDR TR	3,848	$338K	0.08%	-59	Timeline
IEFISHARES TR	3,442	$338K	0.08%	-30	Timeline
ABBVABBVIE INC	1,698	$335K	0.08%	+8	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	584	$335K	0.08%	new	Timeline
ENFRALPS ETF TR	11,812	$334K	0.08%	-66	Timeline
WMWASTE MGMT INC DEL	1,580	$328K	0.08%	0	Timeline
JNJJOHNSON & JOHNSON	1,980	$321K	0.07%	+10	Timeline
AXPAMERICAN EXPRESS CO	1,180	$320K	0.07%	-53	Timeline
ACWIISHARES TR	2,564	$307K	0.07%	-554	Timeline
SCHFSCHWAB STRATEGIC TR	7,392	$304K	0.07%	0	Timeline
GDXVANECK ETF TRUST	7,550	$301K	0.07%	-80	Timeline
VZVERIZON COMMUNICATIONS INC	6,666	$299K	0.07%	-12	Timeline
ISHARES TRISHARES TR	11,565	$278K	0.06%	-210
MUMICRON TECHNOLOGY INC	2,632	$273K	0.06%	+1,002	Timeline
AVGEAMERICAN CENTY ETF TR	3,687	$272K	0.06%	-632	Timeline
AVGOBROADCOM INC	1,570	$271K	0.06%	+1,411	Timeline
CPRTCOPART INC	5,158	$270K	0.06%	-1	Timeline
ISRGINTUITIVE SURGICAL INC	545	$268K	0.06%	0	Timeline
BBLUEA SERIES TRUST	20,914	$266K	0.06%	0	Timeline
CEFSPROTT ASSET MANAGEMENT LP	10,701	$262K	0.06%	0	Timeline
SCZISHARES TR	3,856	$261K	0.06%	-45	Timeline
CVXCHEVRON CORPORATION	1,766	$260K	0.06%	-118	Timeline
SYKSTRYKER CORPORATION	708	$256K	0.06%	-28	Timeline
NEENEXTERA ENERGY INC	3,014	$255K	0.06%	+17	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	10,705	$254K	0.06%	0	Timeline
BACBANK OF AMER CORP	6,367	$253K	0.06%	+19	Timeline
TGTTARGET CORP	1,595	$249K	0.06%	+15	Timeline
PANWPALO ALTO NETWORKS INC	724	$247K	0.06%	0	Timeline
CEGCONSTELLATION ENERGY CORP	949	$247K	0.06%	new	Timeline
IJRISHARES TR	2,103	$246K	0.06%	-29	Timeline
MOALTRIA GROUP INC	4,806	$245K	0.06%	+15	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,096	$242K	0.06%	new	Timeline
ROSCLATTICE STRATEGIES TR	5,532	$242K	0.06%	+45	Timeline
DISDISNEY WALT CO	2,498	$240K	0.06%	-59	Timeline
MARATHON OIL CORPMARATHON OIL CORP	8,985	$239K	0.06%	-4,337
LMTLOCKHEED MARTIN CORP	403	$236K	0.05%	-545	Timeline
AGGISHARES TR	2,303	$233K	0.05%	-741	Timeline
EMXCISHARES INC	3,721	$227K	0.05%	0	Timeline
VTWVVANGUARD SCOTTSDALE FDS	1,541	$227K	0.05%	new	Timeline
AVSCAMERICAN CENTY ETF TR	4,186	$226K	0.05%	new	Timeline
MRKMERCK & CO INC	1,987	$226K	0.05%	-138	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	2,836	$224K	0.05%	0	Timeline
AOMISHARES TR	4,795	$216K	0.05%	-271	Timeline
COMTISHARES U S ETF TR	8,333	$216K	0.05%	-274	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	20,644	$216K	0.05%	+260	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	4,542	$213K	0.05%	new	Timeline
IWDISHARES TR	1,118	$212K	0.05%	-82	Timeline
NEMNEWMONT CORP	3,962	$212K	0.05%	new	Timeline
FYTFIRST TR EXCHANGE-TRADED ALP	3,731	$207K	0.05%	new	Timeline
SPIPSPDR SERIES TRUST	7,869	$207K	0.05%	-1,150	Timeline
SUBISHARES TR	1,917	$204K	0.05%	-4,766	Timeline
MARAMARA HOLDINGS INC	10,556	$171K	0.04%	-50	Timeline
SOFISOFI TECHNOLOGIES INC	15,306	$120K	0.03%	+306	Timeline
HLHECLA MINING COMPANY	10,330	$68.9K	0.02%	0	Timeline
GEVOGEVO INC	11,000	$17.9K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
XLFSELECT SECTOR SPDR TR	10,934	$449K	shares
BABOEING CO	1,675	$305K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	340	$279K	shares
BNDXVANGUARD CHARLOTTE FDS	5,540	$270K	shares
SPTSSPDR SERIES TRUST	9,321	$269K	shares
SCHRSCHWAB STRATEGIC TR	4,769	$233K	shares
PFGPRINCIPAL FINANCIAL GROUP IN	2,884	$226K	shares
COPCONOCOPHILLIPS	1,832	$210K	shares
LMBSFIRST TR EXCHANGE-TRADED FD	4,256	$205K	shares
ASTSAST SPACEMOBILE INC	10,219	$119K	shares
VERTICAL AEROSPACE LTDVERTICAL AEROSPACE LTD	17,621	$12.9K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001695344-24-000004	base		2024-11-04	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC