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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

Institutional Manager · CIK 0002094564

Northwest Wealth Advisors, LLC

BELLINGHAM, WA · File #028-26128

Latest AUM
$128.5M
Positions
61
Top-10 Concentration
62.8%
Filings
1

Sector Allocation

Technology
5.9%$7.6M
Financials
1.3%$1.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A409128,537$13.7M10.89%
2ISHARES TR464288109130,560$12.3M9.78%
3ISHARES TR464288208117,988$9.8M7.75%
4SPDR SERIES TRUST78464A508170,052$9.7M7.67%
5FIDELITY COVINGTON TRUST31609A305168,015$7.0M5.56%
6ISHARES TR46434V274171,365$6.5M5.14%
7MICROSOFT CORPMSFT11,527$5.6M4.43%
8BERKSHIRE HATHAWAY INC DELBRK-A10,701$5.4M4.27%
9T ROWE PRICE ETF INC87283Q859145,571$5.1M4.07%
10FIDELITY COVINGTON TRUST31609280818,270$4.1M3.26%
11ISHARES TR46428711937,051$3.9M3.06%
12SPDR INDEX SHS FDS78463X88985,281$3.8M3.01%
13T ROWE PRICE ETF INC87283Q84282,341$3.6M2.89%
14ISHARES TR46428749934,327$3.3M2.62%
15GOLDMAN SACHS ETF TRNVGLF42,005$3.2M2.52%
16J P MORGAN EXCHANGE TRADED F46641Q37327,967$2.0M1.61%
17PRINCIPAL EXCHANGE TRADED FD74255Y60733,147$1.9M1.52%
18APPLE INCAAPL6,227$1.7M1.34%
19J P MORGAN EXCHANGE TRADED F46654Q60917,502$1.6M1.29%
20SPDR SERIES TRUST78468R85333,035$1.5M1.23%