NORTHWEST WEALTH MANAGEMENT, LLC

13F filer, CIK 1695344, SPENCER, IA

NORTHWEST WEALTH MANAGEMENT, LLC reported $471,888,408 across 167 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 48.03% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001695344-25-000001

Period: 2024-12-31
Reported value: $472M
Holdings: 167
Top 10 weight: 48.03%
New: 13
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VGITadded	+189,426	$11M
ITOTadded	+79,144	$10.2M
DFSDadded	+135,367	$6.35M
VTIPadded	+101,664	$4.92M
AVSCadded	+84,852	$4.61M

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
ETNreduced	-11,940	-$3.96M
SLYVreduced	-10,518	-$918K
AMZNreduced	-3,899	-$855K
VTIreduced	-2,808	-$814K
DFATreduced	-11,959	-$666K

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, Q4 2024

Share positions as resolved from 13F-HR 0001695344-25-000001, largest first. % of portfolio is the value over $471,888,408, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	1,269,004	$43.9M	9.3%	+16,666	Timeline
ITOTISHARES TR	293,888	$37.8M	8.01%	+79,144	Timeline
VGITVANGUARD SCOTTSDALE FDS	619,197	$35.9M	7.61%	+189,426	Timeline
VTIVANGUARD INDEX FDS	79,215	$23M	4.86%	-2,808	Timeline
VTIPVANGUARD MALVERN FDS	355,000	$17.2M	3.64%	+101,664	Timeline
AVDVAMERICAN CENTY ETF TR	235,079	$15.3M	3.24%	+51,960	Timeline
VGSHVANGUARD SCOTTSDALE FDS	250,109	$14.6M	3.08%	-10,269	Timeline
AVUVAMERICAN CENTY ETF TR	144,173	$13.9M	2.95%	+12,149	Timeline
DFSDDIMENSIONAL ETF TRUST	284,233	$13.3M	2.82%	+135,367	Timeline
AAPLAPPLE INC	47,061	$11.8M	2.5%	+1,367	Timeline
IDEVISHARES TR	182,318	$11.8M	2.49%	+46,128	Timeline
DFUSDIMENSIONAL ETF TRUST	158,344	$10.1M	2.14%	+29,702	Timeline
AVEMAMERICAN CENTY ETF TR	144,816	$8.51M	1.8%	-5,453	Timeline
AVUSAMERICAN CENTY ETF TR	87,779	$8.51M	1.8%	-1,072	Timeline
DFIVDIMENSIONAL ETF TRUST	229,906	$8.16M	1.73%	+56,541	Timeline
AVDEAMERICAN CENTY ETF TR	123,214	$7.56M	1.6%	-4,491	Timeline
DFAIDIMENSIONAL ETF TRUST	231,748	$6.77M	1.43%	+47,521	Timeline
SLYVSPDR SERIES TRUST	74,865	$6.53M	1.38%	-10,518	Timeline
DFATDIMENSIONAL ETF TRUST	116,172	$6.47M	1.37%	-11,959	Timeline
DFEMDIMENSIONAL ETF TRUST	208,618	$5.46M	1.16%	+111,529	Timeline
DFUVDIMENSIONAL ETF TRUST	129,240	$5.29M	1.12%	+34,958	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	11,250	$5.1M	1.08%	+23	Timeline
AVSCAMERICAN CENTY ETF TR	89,038	$4.84M	1.03%	+84,852	Timeline
NVDANVIDIA CORPORATION	35,774	$4.8M	1.02%	+3,143	Timeline
AMZNAMAZON COM INC	21,536	$4.72M	1%	-3,899	Timeline
AOAISHARES TR	59,188	$4.53M	0.96%	+1,676	Timeline
EFVISHARES TR	82,365	$4.32M	0.92%	-7,113	Timeline
MSFTMICROSOFT CORP	9,725	$4.1M	0.87%	+1,242	Timeline
DFCFDIMENSIONAL ETF TRUST	97,862	$4.04M	0.86%	+3,317	Timeline
TSLATESLA INC	9,907	$4M	0.85%	+382	Timeline
VEAVANGUARD TAX-MANAGED FDS	81,649	$3.9M	0.83%	+1,150	Timeline
IEMGISHARES INC	68,707	$3.59M	0.76%	+10,606	Timeline
IWNISHARES TR	20,783	$3.41M	0.72%	-252	Timeline
BSVOEA SERIES TRUST	155,874	$3.37M	0.72%	+22,420	Timeline
DIHPDIMENSIONAL ETF TRUST	131,382	$3.31M	0.7%	+35,223	Timeline
VBRVANGUARD INDEX FDS	15,488	$3.07M	0.65%	-1,180	Timeline
SPDWSPDR INDEX SHS FDS	87,470	$2.99M	0.63%	-4,298	Timeline
DFAEDIMENSIONAL ETF TRUST	115,041	$2.92M	0.62%	+803	Timeline
DISVDIMENSIONAL ETF TRUST	108,923	$2.89M	0.61%	-2,209	Timeline
VTVVANGUARD INDEX FDS	16,509	$2.79M	0.59%	-2,366	Timeline
ETNEATON CORP PLC	7,917	$2.63M	0.56%	-11,940	Timeline
DFICDIMENSIONAL ETF TRUST	97,674	$2.52M	0.53%	-660	Timeline
AORISHARES TR	42,893	$2.46M	0.52%	+2,332	Timeline
BSVVANGUARD BD INDEX FDS	30,250	$2.34M	0.5%	-2,108	Timeline
DFAXDIMENSIONAL ETF TRUST	93,199	$2.32M	0.49%	-5,672	Timeline
WMTWALMART INC	23,698	$2.14M	0.45%	+777	Timeline
VWOVANGUARD INTL EQUITY INDEX F	45,591	$2.01M	0.43%	-1,953	Timeline
DFSVDIMENSIONAL ETF TRUST	61,562	$1.89M	0.4%	+3,397	Timeline
DFGRDIMENSIONAL ETF TRUST	73,998	$1.89M	0.4%	+15,195	Timeline
JPMJPMORGAN CHASE & CO	7,576	$1.82M	0.38%	+156	Timeline
SPTMSPDR SERIES TRUST	25,313	$1.81M	0.38%	-357	Timeline
IEFAISHARES TR	24,636	$1.73M	0.37%	-947	Timeline
DUHPDIMENSIONAL ETF TRUST	49,275	$1.67M	0.35%	+22,059	Timeline
VOOVANGUARD INDEX FDS	3,070	$1.65M	0.35%	-29	Timeline
IVVISHARES TR	2,622	$1.54M	0.33%	-14	Timeline
VRPINVESCO EXCH TRADED FD TR II	59,043	$1.43M	0.3%	-739	Timeline
VEUVANGUARD INTL EQUITY INDEX F	24,630	$1.41M	0.3%	-1,007	Timeline
AVLVAMERICAN CENTY ETF TR	20,868	$1.39M	0.3%	-4,813	Timeline
GOOGALPHABET INC	7,268	$1.38M	0.29%	+614	Timeline
FNDCSCHWAB STRATEGIC TR	36,760	$1.25M	0.27%	-161	Timeline
CASYCASEYS GEN STORES INC	3,116	$1.23M	0.26%	+1,488	Timeline
XOMEXXON MOBIL CORP	10,961	$1.18M	0.25%	-3,229	Timeline
VNQVANGUARD INDEX FDS	12,971	$1.16M	0.24%	-991	Timeline
FNDFSCHWAB STRATEGIC TR	32,532	$1.08M	0.23%	+63	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,505	$1.08M	0.23%	-56	Timeline
TIPISHARES TR	10,105	$1.08M	0.23%	-2,008	Timeline
EEMISHARES TR	25,644	$1.07M	0.23%	0	Timeline
WFCWELLS FARGO & CO	14,846	$1.04M	0.22%	+431	Timeline
UNPUNION PAC CORP	4,415	$1.01M	0.21%	+140	Timeline
IUSVISHARES TR	10,792	$999K	0.21%	-1,004	Timeline
SHYISHARES TR	11,613	$952K	0.2%	-5,460	Timeline
LLYELI LILLY & CO	1,184	$914K	0.19%	+113	Timeline
VUSBVANGUARD BD INDEX FDS	18,343	$910K	0.19%	-9,746	Timeline
FPEFIRST TR EXCH TRADED FD III	51,000	$903K	0.19%	+5,545	Timeline
VUGVANGUARD INDEX FDS	2,167	$890K	0.19%	+47	Timeline
IWMISHARES TR	3,971	$877K	0.19%	0	Timeline
METAMETA PLATFORMS INC	1,487	$871K	0.18%	+220	Timeline
SPEMSPDR INDEX SHS FDS	22,021	$845K	0.18%	-982	Timeline
DFNMDIMENSIONAL ETF TRUST	17,053	$815K	0.17%	+8,511	Timeline
STIPISHARES TR	7,839	$789K	0.17%	-1,272	Timeline
DFIPDIMENSIONAL ETF TRUST	18,584	$752K	0.16%	-8,980	Timeline
DEDEERE & CO	1,772	$751K	0.16%	-17	Timeline
VTVANGUARD INTL EQUITY INDEX F	6,315	$742K	0.16%	-1,639	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	19,648	$700K	0.15%	+42	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	14,963	$692K	0.15%	-12	Timeline
USBUS BANCORP	14,286	$683K	0.14%	+203	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,648	$639K	0.14%	-1,025	Timeline
FLTRVANECK ETF TRUST	24,716	$629K	0.13%	-1,526	Timeline
IJSISHARES TR	5,328	$579K	0.12%	-288	Timeline
IEIISHARES TR	4,846	$560K	0.12%	-2,361	Timeline
VBVANGUARD INDEX FDS	2,293	$551K	0.12%	-130	Timeline
GOOGLALPHABET INC	2,909	$551K	0.12%	+253	Timeline
BIVVANGUARD BD INDEX FDS	7,334	$548K	0.12%	-202	Timeline
AMLPALPS ETF TR	11,317	$545K	0.12%	-157	Timeline
CPRTCOPART INC	9,339	$536K	0.11%	+4,181	Timeline
SHMSPDR SERIES TRUST	10,557	$500K	0.11%	0	Timeline
VCSHVANGUARD SCOTTSDALE FDS	6,000	$468K	0.1%	-998	Timeline
HDHOME DEPOT INC	1,144	$445K	0.09%	-3	Timeline
AVGOBROADCOM INC	1,907	$442K	0.09%	+337	Timeline
COSTCOSTCO WHOLESALE CORPORATION	482	$442K	0.09%	+65	Timeline
PEPPEPSICO INC	2,874	$437K	0.09%	+104	Timeline
LNTALLIANT ENERGY CORP	7,349	$435K	0.09%	-519	Timeline
ETENERGY TRANSFER L P	21,586	$423K	0.09%	new	Timeline
ORCLORACLE CORP	2,509	$418K	0.09%	+109	Timeline
TSNTYSON FOODS INC	7,060	$406K	0.09%	+15	Timeline
AMDADVANCED MICRO DEVICES INC	3,324	$402K	0.09%	+73	Timeline
DFARDIMENSIONAL ETF TRUST	17,044	$397K	0.08%	+30	Timeline
VSSVANGUARD INTL EQUITY INDEX F	3,340	$382K	0.08%	-189	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	643	$377K	0.08%	+59	Timeline
PHPARKER-HANNIFIN CORP	578	$367K	0.08%	+17	Timeline
BACBANK OF AMER CORP	8,260	$363K	0.08%	+1,893	Timeline
ENFRALPS ETF TR	11,649	$363K	0.08%	-163	Timeline
PANWPALO ALTO NETWORKS INC	1,962	$357K	0.08%	+1,238	Timeline
XLESELECT SECTOR SPDR TR	4,000	$343K	0.07%	+152	Timeline
JNJJOHNSON & JOHNSON	2,362	$342K	0.07%	+382	Timeline
AXPAMERICAN EXPRESS CO	1,148	$341K	0.07%	-32	Timeline
PDIPIMCO DYNAMIC INCOME FD	18,511	$339K	0.07%	0	Timeline
PGPROCTER & GAMBLE CO	2,018	$338K	0.07%	+15	Timeline
MUBISHARES TR	3,069	$327K	0.07%	-1,033	Timeline
MCDMCDONALDS CORP	1,126	$326K	0.07%	-1	Timeline
INTCINTEL CORP	15,366	$308K	0.07%	new	Timeline
VXUSVANGUARD STAR FDS	5,202	$307K	0.06%	-840	Timeline
ABBVABBVIE INC	1,705	$303K	0.06%	+7	Timeline
UNHUNITEDHEALTH GROUP INC	591	$299K	0.06%	-164	Timeline
WMWASTE MGMT INC DEL	1,405	$284K	0.06%	-175	Timeline
DISDISNEY WALT CO	2,541	$283K	0.06%	+43	Timeline
ISRGINTUITIVE SURGICAL INC	541	$282K	0.06%	-4	Timeline
PIIPOLARIS INC	4,886	$282K	0.06%	new	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	11,470	$274K	0.06%	+765	Timeline
SCHFSCHWAB STRATEGIC TR	14,784	$274K	0.06%	+7,392	Timeline
DUOLDUOLINGO INC	837	$271K	0.06%	new	Timeline
MRKMERCK & CO INC	2,690	$268K	0.06%	+703	Timeline
ACWIISHARES TR	2,269	$267K	0.06%	-295	Timeline
VZVERIZON COMMUNICATIONS INC	6,504	$260K	0.06%	-162	Timeline
VTWVVANGUARD SCOTTSDALE FDS	1,775	$257K	0.05%	+234	Timeline
SYKSTRYKER CORPORATION	712	$256K	0.05%	+4	Timeline
GDXVANECK ETF TRUST	7,550	$256K	0.05%	0	Timeline
CEFSPROTT ASSET MANAGEMENT LP	10,701	$254K	0.05%	0	Timeline
MOALTRIA GROUP INC	4,853	$254K	0.05%	+47	Timeline
CVXCHEVRON CORPORATION	1,750	$253K	0.05%	-16	Timeline
VVISA INC	771	$244K	0.05%	new	Timeline
ROSCLATTICE STRATEGIES TR	5,578	$243K	0.05%	+46	Timeline
GEGE AEROSPACE	1,455	$243K	0.05%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,097	$241K	0.05%	+1	Timeline
SNOWSNOWFLAKE INC	1,561	$241K	0.05%	new	Timeline
SOFISOFI TECHNOLOGIES INC	15,599	$240K	0.05%	+293	Timeline
COMTISHARES U S ETF TR	9,415	$238K	0.05%	+1,082	Timeline
PMPHILIP MORRIS INTL INC	1,979	$238K	0.05%	new	Timeline
MUMICRON TECHNOLOGY INC	2,828	$238K	0.05%	+196	Timeline
BBLUEA SERIES TRUST	17,942	$234K	0.05%	-2,972	Timeline
IJRISHARES TR	1,978	$228K	0.05%	-125	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,897	$219K	0.05%	new	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	2,836	$217K	0.05%	0	Timeline
IEFISHARES TR	2,332	$216K	0.05%	-1,110	Timeline
AOMISHARES TR	4,809	$209K	0.04%	+14	Timeline
EMXCISHARES INC	3,721	$206K	0.04%	0	Timeline
FTNTFORTINET INC	2,168	$205K	0.04%	new	Timeline
COPCONOCOPHILLIPS	2,062	$205K	0.04%	new	Timeline
CEGCONSTELLATION ENERGY CORP	914	$204K	0.04%	-35	Timeline
NEENEXTERA ENERGY INC	2,834	$203K	0.04%	-180	Timeline
ESGUISHARES TR	1,572	$203K	0.04%	new	Timeline
SUBISHARES TR	1,917	$202K	0.04%	0	Timeline
FYTFIRST TR EXCHANGE-TRADED ALP	3,657	$201K	0.04%	-74	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	20,644	$199K	0.04%	0	Timeline
MARAMARA HOLDINGS INC	10,704	$180K	0.04%	+148	Timeline
NUNU HLDGS LTD	16,637	$172K	0.04%	new	Timeline
HLHECLA MINING COMPANY	10,417	$51.1K	0.01%	+87	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
ISHARES TRISHARES TR	11,565	$278K	shares
AVGEAMERICAN CENTY ETF TR	3,687	$272K	shares
SCZISHARES TR	3,856	$261K	shares
TGTTARGET CORP	1,595	$249K	shares
MARATHON OIL CORPMARATHON OIL CORP	8,985	$239K	shares
LMTLOCKHEED MARTIN CORP	403	$236K	shares
AGGISHARES TR	2,303	$233K	shares
VNQIVANGUARD INTL EQUITY INDEX F	4,542	$213K	shares
IWDISHARES TR	1,118	$212K	shares
NEMNEWMONT CORP	3,962	$212K	shares
SPIPSPDR SERIES TRUST	7,869	$207K	shares
GEVOGEVO INC	11,000	$17.9K	shares

How Q4 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 0001695344-25-000001	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC