Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wealth Advisors Northwest LLC

Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0002053892-26-000001

Total Value
$225.5M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,372,781$54.3M24.10%
2DIMENSIONAL ETF TRUST25434V799518,990$17.9M7.93%
3DIMENSIONAL ETF TRUST25434V815524,670$17.3M7.65%
4DIMENSIONAL ETF TRUST25434V583294,929$15.9M7.07%
5DIMENSIONAL ETF TRUST25434V831393,948$15.0M6.64%
6DIMENSIONAL ETF TRUST25434V567224,460$12.2M5.40%
7AMAZON COM INCAMZN45,941$10.6M4.70%
8DIMENSIONAL ETF TRUST25434V732240,491$8.0M3.53%
9DIMENSIONAL ETF TRUST25434V104161,015$7.5M3.34%
10DIMENSIONAL ETF TRUST25434V781179,257$6.8M3.02%
11DIMENSIONAL ETF TRUST25434V765171,416$5.4M2.41%
12DIMENSIONAL ETF TRUST25434V87290,701$3.9M1.71%
13DIMENSIONAL ETF TRUST25434V62551,383$3.8M1.68%
14DIMENSIONAL ETF TRUST25434V72471,273$3.3M1.47%
15DIMENSIONAL ETF TRUST25434V74090,796$3.1M1.36%
16DIMENSIONAL ETF TRUST25434V75792,516$3.0M1.32%
17DIMENSIONAL ETF TRUST25434V658101,466$2.7M1.19%
18TESLA INCTSLA5,247$2.4M1.05%
19SPDR SERIES TRUST78464A40920,950$2.2M0.99%
20SPDR SERIES TRUST78464A50838,374$2.2M0.97%
21DIMENSIONAL ETF TRUST25434V88063,813$2.1M0.93%
22APPLE INCAAPL7,389$2.0M0.89%
23DIMENSIONAL ETF TRUST25434V86441,139$2.0M0.87%
24DIMENSIONAL ETF TRUST25434V20350,202$1.9M0.85%
25DIMENSIONAL ETF TRUST25434V71637,674$1.6M0.73%
26DIMENSIONAL ETF TRUST25434V57530,139$1.6M0.70%
27MICROSOFT CORPMSFT2,823$1.4M0.61%
28NETFLIX INCNFLX14,420$1.4M0.60%
29DIMENSIONAL ETF TRUST25434V30237,194$1.2M0.54%
30DIMENSIONAL ETF TRUST25434V50016,452$1.1M0.51%
31SPDR INDEX SHS FDS78463X88922,844$1.0M0.45%
32DIMENSIONAL ETF TRUST25434V67416,385$848,7610.38%
33VANGUARD INDEX FDS9229087692,530$848,2330.38%
34JPMORGAN CHASE & CO.VYLD2,063$664,8360.29%
35BROADCOM INCAVGO1,894$655,5130.29%
36VANGUARD WORLD FD92204A702769$579,6660.26%
37DIMENSIONAL ETF TRUST25434V69012,457$533,7090.24%
38HEWLETT PACKARD ENTERPRISE CHPE-PC22,211$533,5080.24%
39EXXON MOBIL CORPXOM4,418$531,6620.24%
40COSTCO WHSL CORP NEW22160K105529$456,6060.20%
41SPDR SERIES TRUST78464A3004,568$415,5200.18%
42DIMENSIONAL ETF TRUST25434V4015,489$407,0970.18%
43ALPHABET INCGOOG1,296$406,6980.18%
44VISA INCV1,073$376,3190.17%
45HP INCHPQ16,168$360,2230.16%
46ALPHABET INCGOOG1,141$357,0050.16%
47DIMENSIONAL ETF TRUST25434V6095,901$351,3560.16%
48SPDR INDEX SHS FDS78463X5097,236$338,7090.15%
49SPDR SERIES TRUST78464A2013,423$322,4180.14%
50BERKSHIRE HATHAWAY INC DELBRK-A598$300,5850.13%
51DIMENSIONAL ETF TRUST25434V82311,725$268,5120.12%
52DIMENSIONAL ETF TRUST25434V6826,245$259,0530.11%
53VANGUARD WORLD FD92204A2071,226$259,0320.11%
54META PLATFORMS INCMETA381$251,4940.11%
55AMGEN INCAMGN733$239,9180.11%
56ELI LILLY & COLLY214$229,9820.10%