Wealth Advisors Northwest LLC

PORTLAND, OR · CIK 2053892 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPortland, OR

$293.2m reported value +23.0% vs Q1 2026

65positions

74.3%in top 10

9 new 35 added 16 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,584,943	$70.3m23.98%	23.98%	Added +77.9k	+77,917 5.2%
2	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	538,423	$29.3m10.00%	10.00%	Added +207.8k	+207,833 62.9%
3	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		565,017	$21.9m7.47%	7.47%	Added +14.7k	+14,699 2.7%
4	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	563,696	$21.0m7.16%	7.16%	Added +23.3k	+23,327 4.3%
5	DIMENSIONAL ETF TRUST GLOBAL CR ETF DGCB	DGCB	382,291	$20.9m7.13%	7.13%	Added +101.4k	+101,402 36.1%
6	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		454,027	$18.9m6.46%	6.46%	Added +31.3k	+31,343 7.4%
7	AMAZON COM INC COM AMZN	AMZN	44,887	$10.7m3.65%	3.65%	Added +1.3k	+1,326 3.0%
8	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	256,711	$10.4m3.56%	3.56%	Added +4.3k	+4,330 1.7%
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	181,154	$7.3m2.48%	2.48%	Added +6.1k	+6,080 3.5%
10	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	137,605	$7.1m2.43%	2.43%	Reduced -11.2k	-11,154 -7.5%
11	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	206,690	$7.1m2.41%	2.41%	Added +29.0k	+28,984 16.3%
12	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		70,691	$5.8m1.98%	1.98%	Added +14.8k	+14,782 26.4%
13	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	103,408	$4.4m1.49%	1.49%	Added +3.9k	+3,851 3.9%
14	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	95,493	$4.1m1.39%	1.39%	Added +5.5k	+5,489 6.1%
15	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	95,185	$4.1m1.39%	1.39%	Added +2.9k	+2,936 3.2%
16	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	68,612	$3.8m1.29%	1.29%	Reduced -2.3k	-2,267 -3.2%
17	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	119,727	$3.5m1.18%	1.18%	Added +9.5k	+9,521 8.6%
18	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	56,922	$2.7m0.93%	0.93%	Added +14.6k	+14,588 34.5%
19	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	47,544	$2.5m0.87%	0.87%	Added +9.9k	+9,937 26.4%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	20,230	$2.4m0.82%	0.82%	Reduced -623	-623 -3.0%
21	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	38,027	$2.3m0.79%	0.79%	Reduced -1.5k	-1,484 -3.8%
22	APPLE INC COM AAPL	AAPL	7,856	$2.3m0.78%	0.78%	Added +515	+515 7.0%
23	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	61,439	$2.3m0.77%	0.77%	Reduced -2.4k	-2,414 -3.8%
24	TESLA INC COM TSLA	TSLA	5,172	$2.2m0.74%	0.74%	Reduced -75	-75 -1.4%
25	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	44,189	$2.1m0.70%	0.70%	Added +3.6k	+3,610 8.9%
26	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	46,492	$1.9m0.65%	0.65%	Reduced -2.2k	-2,177 -4.5%
27	MICROSOFT CORP COM MSFT	MSFT	4,311	$1.6m0.55%	0.55%	Added +1.7k	+1,667 63.0%
28	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	32,500	$1.3m0.45%	0.45%	Reduced -1.6k	-1,619 -4.8%
29	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	15,482	$1.3m0.43%	0.43%	Reduced -898	-898 -5.5%
30	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	21,157	$1.1m0.38%	0.38%	Added +3.6k	+3,619 20.6%
31	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	21,534	$1.1m0.37%	0.37%	Reduced -696	-696 -3.1%
32	NETFLIX INC COM NFLX	NFLX	14,649	$1.0m0.36%	0.36%	Added +229	+229 1.6%
33	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	22,221	$1.0m0.34%	0.34%	Added +10	+10 0.1%
34	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,699	$998.7k0.34%	0.34%	Unchanged
35	BROADCOM INC COM AVGO	AVGO	2,008	$758.5k0.26%	0.26%	Reduced -121	-121 -5.7%
36	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,144	$734.3k0.25%	0.25%	Unchanged
37	JPMORGAN CHASE & CO COM JPM	JPM	2,213	$724.5k0.25%	0.25%	Added +144	+144 7.0%
38	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	15,765	$711.0k0.24%	0.24%	Added +1.5k	+1,500 10.5%
39	INTEL CORP COM INTC	INTC	4,954	$691.7k0.24%	0.24%	New
40	EXXON MOBIL CORP COM XOM	XOM	4,247	$580.6k0.20%	0.20%	Reduced -151	-151 -3.4%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	1,494	$527.9k0.18%	0.18%	Added +210	+210 16.4%
42	COSTCO WHSL CORP NEW COM COST	COST	523	$488.9k0.17%	0.17%	Added +4	+4 0.8%
43	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,301	$464.8k0.16%	0.16%	Added +187	+187 16.8%
44	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	5,515	$451.9k0.15%	0.15%	Added +13	+13 0.2%
45	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	4,058	$442.7k0.15%	0.15%	Reduced -194	-194 -4.6%
46	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	5,824	$407.1k0.14%	0.14%	Reduced -89	-89 -1.5%
47	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	3,377	$402.3k0.14%	0.14%	Reduced -200	-200 -5.6%
48	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	524	$391.2k0.13%	0.13%	New
49	VISA INC COM CL A V	V	1,097	$376.4k0.13%	0.13%	Added +38	+38 3.6%
50	HP INC COM HPQ	HPQ	16,148	$354.3k0.12%	0.12%	Added +7	+7 0.0%
51	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	6,674	$326.2k0.11%	0.11%	Added +39	+39 0.6%
52	CATERPILLAR INC COM CAT	CAT	299	$318.4k0.11%	0.11%	New
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	631	$315.7k0.11%	0.11%	Added +41	+41 7.0%
54	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		11,864	$310.4k0.11%	0.11%	Added +37	+37 0.3%
55	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	5,945	$307.9k0.10%	0.10%	Reduced -943	-943 -13.7%
56	NVIDIA CORPORATION COM NVDA	NVDA	1,470	$294.1k0.10%	0.10%	New
57	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	593	$283.2k0.10%	0.10%	New
58	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	5,428	$278.8k0.10%	0.10%	Unchanged
59	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	1,226	$276.5k0.09%	0.09%	Unchanged
60	AMGEN INC COM AMGN	AMGN	730	$264.3k0.09%	0.09%	Unchanged
61	ELI LILLY & CO COM LLY	LLY	216	$259.1k0.09%	0.09%	New
62	META PLATFORMS INC CL A META	META	409	$230.4k0.08%	0.08%	Added +50	+50 13.9%
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	310	$228.3k0.08%	0.08%	New
64	STARBUCKS CORP COM SBUX	SBUX	2,043	$208.8k0.07%	0.07%	New
65	ISHARES TR RUSSELL 3000 ETF IWV	IWV	473	$201.7k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR SPSB	SPSB	7,268	$218.6k7.3k shares