Northwest Capital Management Inc 13F Holdings
CIK 0001730404 · Lake Oswego, OR
As of Sep 30, 2025, Northwest Capital Management Inc reported 253 positions worth $94.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 311,639 | $8.2M | 8.65% |
| APPLE INC | AAPL | Technology | 27,297 | $7.0M | 7.32% |
| MICROSOFT CORP | MSFT | Technology | 13,192 | $6.8M | 7.20% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 29,087 | $4.5M | 4.71% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 64,239 | $4.4M | 4.59% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 113,542 | $3.1M | 3.27% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 13,737 | $2.7M | 2.82% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 38,028 | $2.3M | 2.37% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 14,735 | $2.1M | 2.26% |
| ISHARES MBS ETF | MBB | — | 20,183 |