NORTHWEST WEALTH MANAGEMENT, LLC

RIA/Wealth

NORTHWEST WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Spencer, IA led by Gregory A Post, reporting $865.2M in AUM as of Q3 2025 with 83% ETF concentration.

PresidentGregory A Post

Portfolio Value: $606.7M
Positions: 219
Top Holding: DFAC at 8.09%
Last Reported: Q3 2025

Address1607 W. 18th Street, Spencer, IA, 51301, United States

Top Holdings

Largest long holdings in NORTHWEST WEALTH MANAGEMENT, LLC's portfolio (47.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$49.1M	8.09%	-$438.7K Sold	— 1.3M shares	Q2 2021 Held for 4y 5m
2 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$49.0M	8.07%	+$2.7M Bought	— 816.1K shares	Q4 2016 Held for 8y 11m
3 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$47.6M	7.85%	+$1.8M Bought	— 327.1K shares	Q2 2021 Held for 4y 5m
4 Vanguard Total Stock Market VTI	ETF ETF	$27.7M	4.56%	-$920.2K Sold	— 84.4K shares	Q4 2016 Held for 8y 11m
5 Avantis International Small Cap Value AVDV	ETF ETF	$22.7M	3.75%	-$494.2K Sold	— 255.5K shares	Q4 2020 Held for 4y 11m
6 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$22.6M	3.73%	+$654.4K Bought	— 446.6K shares	Q3 2021 Held for 4y 2m
7 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$19.5M	3.21%	+$1.2M Bought	— 404.7K shares	Q3 2023 Held for 2y 2m
8 Nvidia NVDA	Semiconductors Technology	$17.8M	2.94%	+$10.6M Bought	0.00% 95.5K shares	Q1 2023 Held for 2y 8m
9 Avantis U.S. Small Cap Value AVUV	ETF ETF	$17.1M	2.82%	-$427.7K Sold	— 172.1K shares	Q4 2020 Held for 4y 11m
10 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$15.6M	2.57%	+$162.8K Bought	— 194.5K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NORTHWEST WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$606.7M

Prior: $553.3M

Q/Q Change

+9.66%

+$53.4M

Net Flows % of MV

+2.24%

Turnover Ratio

3.29%

New Purchases

16 stocks

$3.9M

Added To

79 stocks

+$21.7M

Sold Out Of

12 stocks

$2.7M

Reduced Holdings

87 stocks

-$9.3M

Increased Positions

Position	Shares Δ	Change
1 Chubb CB	New	0 → 1.2K +$347.5K
2 Comfort Systems USA FIX	New	0 → 368.0 +$303.7K
3 PG&E PCG	New	0 → 19.6K +$296.3K
4 Expedia Group, Inc. EXPE	New	0 → 1.3K +$276.4K
5 Barnes Group B	New	0 → 8.3K +$270.7K

Decreased Positions

Position	Shares Δ	Change
1 ServiceNow NOW	Sold	276.0 → 0 −$283.8K
2 Fortinet FTNT	Sold	2.7K → 0 −$282.9K
3 Texas Roadhouse TXRH	Sold	1.3K → 0 −$250.2K
4 Nu Holdings NU	Sold	17.7K → 0 −$242.2K
5 Vanguard Information Technology VGT	Sold	357.0 → 0 −$236.8K