Wealth Advisors Northwest LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 16, 2025
Value $: $158M
Signature - Title: Liliane Menezes - Client Service Associate
Location: Portland, OR
Summary: This page shows a list of all the recent 13F filings made by Wealth Advisors Northwest LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors Northwest LLC reported 55 stock holdings with total value $158M as of Q1 2025. Top holdings included DFAC, DFIC, DFSV, DUHP, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	55	$158M	+$17.8M	-$2.68M	+$15.1M	DFAC, DFIC, DFSV, DUHP, AMZN	13F-HR	4/16/2025, 03:14 PM
Q4 2024	55	$147M	$0	$0		DFAC, DFIC, DFSV, DUHP, AMZN	13F-HR	1/29/2025, 02:21 PM