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Northwest Capital Management Inc

Q4 2025 · Filed 2026-01-26
Market Value
$6.1B
+6337.1%
Holdings
254
-105
New Purchases
1
Added To
2
Closed
163
Reduced
70
Top 10 Concentration
70.6%
Turnover
64.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHG 12.08% 0.89% +11.19% $739M
SCHR 10.99% 1.54% +9.45% $673M
XTEN 9.21% 1.33% +7.88% $564M
SCHQ 6.87% 0.61% +6.26% $421M
BNDX 5.49% 0.74% +4.75% $336M
UCON 5.19% 0.56% +4.63% $318M
SCHV 3.59% 0.31% +3.27% $220M
SCHC 3.17% 0.52% +2.65% $194M
BAI 2.94% 0.47% +2.46% $180M
SCHZ 2.78% 0.37% +2.41% $170M
TOTL 2.41% 0.16% +2.26% $148M
THRO 2.60% 0.40% +2.20% $159M
SCHF 3.44% 1.34% +2.09% $210M
PYLD 2.58% 0.63% +1.95% $158M
SCHX 10.50% 8.63% +1.86% $642M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 0.00% 7.31% -7.31% $50K
MSFT 0.02% 7.19% -7.16% $1M
PG 0.07% 4.70% -4.63% $4M
EFV 0.01% 4.58% -4.57% $789K
QUAL 0.01% 2.81% -2.80% $762K
DYNF 0.01% 2.37% -2.36% $656K
ESGU 0.01% 2.26% -2.25% $422K
MBB 0.01% 2.02% -2.01% $669K
IVV 0.00% 1.95% -1.95% $228K
BINC 0.01% 1.70% -1.70% $454K
FBND 0.00% 1.61% -1.61% $0
VWOB 0.00% 1.57% -1.57% $213K
SCHM 0.00% 1.54% -1.54% $53K
NVDA 0.00% 1.34% -1.34% $56K
SPLV 0.00% 1.32% -1.32% $244K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $22M 0.4%
Large Cap 144 $3.6B 59.2%
Mid Cap 43 $1.2B 20.0%
Small Cap 16 $1.2B 20.4%
Micro Cap 5 $7M 0.1%

Portfolio Analytics

Avg Market Cap
$228.2B
Median Market Cap
$36.6B
Avg P/E
36.6
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
110
# ETFs / Funds
144

Top Holdings (254 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 12.08% 22,668 $739M $32,620.65 $739M -3,932 -14.8%
2 SCHR 10.99% 26,818 $673M $25,079.98 $671M -31,352 -53.9%
3 SCHX 10.50% 23,875 $642M $26,910.58 $634M -287,764 -92.3%
4 XTEN 9.21% 12,194 $564M $46,220.03 $562M -14,962 -55.1%
5 SCHQ 6.87% 13,266 $421M $31,699.98 $420M -4,713 -26.2%
6 BNDX 5.49% 6,952 $336M $48,320.05 $335M -7,276 -51.1%
7 UCON 5.19% 12,617 $318M $25,170.01 $317M -8,590 -40.5%
8 SCHV 3.59% 7,418 $220M $29,608.65 $219M -2,832 -27.6%
9 SCHF 3.44% 8,748 $210M $24,039.55 $209M -46,106 -84.0%
10 XCEM 3.24% 5,165 $198M $38,359.92 $197M -37,010 -87.8%
11 SCHC 3.17% 4,259 $194M $45,525.01 $193M -6,661 -61.0%
12 BAI 2.94% 5,400 $180M $33,300.00 $179M -7,790 -59.1%
13 SCHZ 2.78% 7,277 $170M $23,369.93 $170M -7,593 -51.1%
14 THRO 2.60% 4,129 $159M $38,559.94 $159M -6,014 -59.3%
15 PYLD 2.58% 5,910 $158M $26,680.03 $157M -16,301 -73.4%
16 TOTL 2.41% 3,672 $148M $40,250.00 $148M
17 SCHD 2.00% 4,470 $123M $27,429.98 $120M -109,072 -96.1%
18 SCHA 1.76% 3,790 $108M $28,480.74 $108M -5,431 -58.9%
19 SPAB 1.31% 3,119 $80M $25,749.92 $80M -10,662 -77.4%
20 IUSB 1.30% 1,710 $80M $46,539.77 $79M -6,570 -79.3%
21 PVAL 0.96% 1,293 $59M $45,569.99 $59M -2,671 -67.4%
22 XLE 0.81% 1,112 $50M $44,710.43 $50M -81 -6.8%
23 SPIP 0.63% 1,476 $38M $25,949.86 $38M -3,516 -70.4%
24 SPDW 0.60% 828 $37M $44,409.42 $37M -575 -41.0%
25 F-PD 0.55% 2,553 $33M $13,120.25 $33M
26 MGM 0.54% 901 $33M $36,470.59 $33M
27 SPSM 0.46% 607 $28M $46,859.97 $28M -205 -25.2%
28 KYN 0.45% 2,200 $27M $12,380.00 $27M
29 CRVS 0.43% 3,397 $26M $7,700.91 $26M
30 SPMB 0.36% 975 $22M $22,415.38 $21M -20,966 -95.6%
31 INTC 0.24% 394 $15M $36,934.01 $15M -855 -68.5%
32 SPEM 0.13% 170 $8M $46,811.76 $8M
33 PG 0.07% 29,031 $4M $143.31 -$309K -56 -0.2%
34 NANC 0.06% 76 $3M $45,736.84 $3M
35 GOP 0.06% 93 $3M $36,333.33 $3M +1 +1.1%
36 MSFT 0.02% 3,062 $1M $483.69 -$5M -10,130 -76.8%
37 OGN 0.02% 146 $1M $7,184.93 $1M
38 EFV 0.01% 11,045 $789K $71.41 -$4M -53,194 -82.8%
39 QUAL 0.01% 3,836 $762K $198.62 -$2M -9,901 -72.1%
40 JIRE 0.01% 9,288 $695K $74.88 $83K +961 +11.5%
41 MBB 0.01% 7,027 $669K $95.22 -$1M -13,156 -65.2%
42 DYNF 0.01% 10,785 $656K $60.81 -$2M -27,243 -71.6%
43 IJH 0.01% 8,568 $565K $66.00 -$9K -240 -2.7%
44 AGG 0.01% 4,726 $472K $99.88 -$131K -1,293 -21.5%
45 BINC 0.01% 8,601 $454K $52.77 -$1M -21,806 -71.7%
46 ESGU 0.01% 2,832 $422K $148.98 -$2M -11,903 -80.8%
47 IEMG 0.01% 5,586 $375K $67.22 -$536K -8,234 -59.6%
48 META 0.01% 550 $363K $660.09 -$41K
49 UBER 0.01% 4,022 $329K $81.70 -$65K
50 IYW —% 1,389 $277K $199.68 -$72K -394 -22.1%
51 AMGN —% 800 $262K $327.31 -$44K -284 -26.2%
52 AVEM —% 3,294 $254K $77.02 $6K
53 SPLV —% 3,422 $244K $71.43 -$1M -13,673 -80.0%
54 IAU —% 2,924 $237K $81.17 -$429K -6,229 -68.0%
55 COST —% 270 $233K $863.03 -$151K -145 -34.9%
56 BILS —% 2,325 $231K $99.22 -$697
57 IVV —% 333 $228K $684.94 -$2M -2,442 -88.0%
58 VWOB —% 3,160 $213K $67.43 -$1M -19,145 -85.8%
59 MGC —% 794 $199K $251.17 -$558K -2,311 -74.4%
60 JPST —% 3,929 $199K $50.59 -$634K -12,477 -76.0%
61 MRK —% 1,821 $192K $105.27 -$107K -1,737 -48.8%
62 SPMO —% 1,475 $176K $119.32 -$246K -2,011 -57.7%
63 SPOT —% 300 $174K $580.71 -$169K -191 -38.9%
64 WFC —% 1,753 $163K $93.18 $16K
65 EEMV —% 2,427 $155K $64.04 -$56K -882 -26.6%
66 IFRA —% 2,808 $148K $52.62 -$506K -9,569 -77.3%
67 SPLG —% 1,547 $124K $80.22 -$29K -401 -20.6%
68 STIP —% 1,194 $122K $102.39 -$629K -6,075 -83.6%
69 AXP —% 313 $116K $369.95 $12K
70 EMXC —% 1,366 $99K $72.68 -$283K -4,295 -75.9%
71 NVDA —% 300 $56K $186.54 -$1M -6,518 -95.6%
72 USB —% 1,037 $55K $53.38 $5K
73 JPM —% 170 $55K $322.22 -$46K -150 -46.9%
74 FBCG —% 988 $54K $54.84 $1K
75 SCHM —% 2 $53K $26,500.00 -$1M -49,275 -100.0%
76 QQQM —% 198 $50K $253.40 -$1M -4,570 -95.8%
77 AAPL —% 184 $50K $271.89 -$7M -27,113 -99.3%
78 AMZN —% 209 $48K $231.18 -$1M -4,762 -95.8%
79 SHLD —% 696 $45K $64.79 -$176K -2,450 -77.9%
80 TFLO —% 851 $43K $50.46 -$65K -1,273 -59.9%
81 GOOGL —% 125 $39K $314.08 -$50K -242 -65.9%
82 MCD —% 110 $34K $305.63 -$59K -196 -64.0%
83 ICVT —% 293 $29K $98.50 -$102K -1,018 -77.7%
84 UAL —% 240 $27K $111.82 $4K
85 PANW —% 110 $20K $184.20 -$2K
86 NLR —% 132 $16K $124.20 +132 NEW
87 SBUX —% 133 $11K $84.49 -$28K -325 -71.0%
88 XOM —% 86 $10K $120.43 -$53K -478 -84.8%
89 VT —% 50 $7K $141.06 -$388 -4 -7.4%
90 CSCO —% 57 $4K $77.54 -$41K -606 -91.4%
91 IEF —% 2 $192 $96.00 -$44K -461 -99.6%
92 AXON —% -$52K -72 -100.0% SOLD
93 CAT —% -$48K -101 -100.0% SOLD
94 CRM —% -$67K -283 -100.0% SOLD
95 TJX —% -$22K -151 -100.0% SOLD
96 AMD —% -$27K -168 -100.0% SOLD
97 FOX —% -$78 -1 -100.0% SOLD
98 DOW —% -$11K -500 -100.0% SOLD
99 DDOG —% -$16K -109 -100.0% SOLD
100 LRCX —% -$135 -1 -100.0% SOLD

New Positions

SymbolValue% Port
NLR $16K —%

Sold Out Positions

SymbolValue% Port
YUM —%
ACN —%
CB —%
CVX —%
BROS —%
NEE —%
GE —%
AFL —%
POR —%
WSM —%
DHR —%
CRM —%
FTV —%
KO —%
VZ —%
View SEC EDGAR Filings for Northwest Capital Management Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms