SEC Form 13F · Q2 2026

NORTHWEST WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRIA
$758.1M
Portfolio Value
265
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
NORTHWEST WEALTH MANAGEMENT, LLC
CIK
1695344
Accession No.
0001695344-26-000004
Location
SPENCER, IA
Form Type
13F-HR
Portfolio Value
$758.1M
Holdings Reported
265
Reporting Period
Q2 2026
Filed
July 13, 2026

About this Filing

NORTHWEST WEALTH MANAGEMENT, LLC is an institutional investment manager based in SPENCER, IA reporting approximately $758.1M in 13(f) securities across 265 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.