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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Northwest Wealth Advisors, LLC

Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002085853-26-000214

Total Value
$128.5M
Positions
61
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (61)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A409128,537$13.7M10.67%
2ISHARES TR464288109130,560$12.3M9.59%
3ISHARES TR464288208117,988$9.8M7.60%
4SPDR SERIES TRUST78464A508170,052$9.7M7.52%
5FIDELITY COVINGTON TRUST31609A305168,015$7.0M5.45%
6ISHARES TR46434V274171,365$6.5M5.04%
7MICROSOFT CORPMSFT11,527$5.6M4.34%
8BERKSHIRE HATHAWAY INC DELBRK-A10,701$5.4M4.19%
9T ROWE PRICE ETF INC87283Q859145,571$5.1M3.99%
10FIDELITY COVINGTON TRUST31609280818,270$4.1M3.19%
11ISHARES TR46428711937,051$3.9M3.00%
12SPDR INDEX SHS FDS78463X88985,281$3.8M2.95%
13T ROWE PRICE ETF INC87283Q84282,341$3.6M2.84%
14ISHARES TR46428749934,327$3.3M2.57%
15GOLDMAN SACHS ETF TRNVGLF42,005$3.2M2.47%
16J P MORGAN EXCHANGE TRADED F46641Q37327,967$2.0M1.57%
17PRINCIPAL EXCHANGE TRADED FD74255Y60733,147$1.9M1.49%
18APPLE INCAAPL6,227$1.7M1.32%
19J P MORGAN EXCHANGE TRADED F46654Q60917,502$1.6M1.26%
20SPDR SERIES TRUST78468R85333,035$1.5M1.20%
21VANGUARD INDEX FDS9229087363,049$1.5M1.16%
22VANGUARD WORLD FD92204A7021,680$1.3M0.99%
23ISHARES TR4642878049,984$1.2M0.93%
24SPDR SERIES TRUST78464A84720,466$1.2M0.92%
25VANGUARD ADMIRAL FDS INC9219327035,144$1.1M0.82%
26INVESCO QQQ TRIVZ1,590$976,6980.76%
27DIMENSIONAL ETF TRUST25434V50012,909$899,3560.70%
28ISHARES TR46428750713,441$887,0950.69%
29DIMENSIONAL ETF TRUST25434V72418,352$855,0270.67%
30DIMENSIONAL ETF TRUST25434V70821,595$854,9500.67%
31VANGUARD SPECIALIZED FUNDS9219088443,871$850,8570.66%
32COSTCO WHSL CORP NEW22160K105861$742,3550.58%
33FIDELITY COVINGTON TRUST31609285725,669$690,2350.54%
34DIMENSIONAL ETF TRUST25434V88019,463$637,0370.50%
35INVESCO EXCHANGE TRADED FD TIVZ7,992$636,0100.50%
36VANGUARD INDEX FDS9229085952,096$633,2280.49%
37ISHARES TR46428779611,667$554,5360.43%
38SELECT SECTOR SPDR TR81369Y8033,400$489,4980.38%
39VANECK ETF TRUST92189F6761,296$466,7060.36%
40VANGUARD INDEX FDS922908363725$454,7840.35%
41ISHARES TR4642887036,568$449,9130.35%
42PACER FDS TR69374H8817,109$427,7680.33%
43ISHARES TR46434V6215,175$359,2420.28%
44VANGUARD WHITEHALL FDS9219464062,433$349,1750.27%
45ISHARES TR46432F8423,740$334,6140.26%
46SPDR S&P 500 ETF TRSPY480$327,4680.25%
47SELECT SECTOR SPDR TR81369Y5066,837$305,6840.24%
48JPMORGAN CHASE & CO.VYLD917$295,3140.23%
49NVIDIA CORPORATIONNVDA1,570$292,8540.23%
50ISHARES TR46432F3391,425$282,9760.22%
51VANGUARD INDEX FDS922908629948$275,0110.21%
52VANGUARD SCOTTSDALE FDS92206C730874$270,0370.21%
53DIMENSIONAL ETF TRUST25434V8157,339$241,3860.19%
54AMAZON COM INCAMZN1,027$237,0520.18%
55ISHARES TR464287614495$234,2860.18%
56GOLDMAN SACHS ETF TRNVGLF4,246$230,8080.18%
57MERCADOLIBRE INCMELI110$221,5690.17%
58SPDR SERIES TRUST78468R7885,119$221,3940.17%
59FIRST TR EXCHANGE-TRADED FD33738D8798,076$211,9040.16%
60ISHARES TR4642872262,048$204,5790.16%
61FIRST TR EXCHANGE TRAD FD VI33739H1018,664$201,2660.16%