Northwest Financial Advisors
$752M 13F equity value
93 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Northwest Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JGRO | J P MORGAN EXCHANGE TRADED F | 991,333 | $98M | 13.0% |
| FDV | FEDERATED HERMES ETF TRUST | 2,422,914 | $76M | 10.1% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,318,229 | $71M | 9.4% |
| IDEQ | LAZARD ACTIVE ETF TR | 1,676,055 | $59M | 7.8% |
| LRGC | AB ACTIVE ETFS INC | 652,810 | $55M | 7.3% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 567,601 | $45M | 6.0% |
| FLHY | FRANKLIN TEMPLETON ETF TR | 1,844,480 | $45M | 6.0% |
| AVUV | AMERICAN CENTY ETF TR | 328,848 | $41M | 5.5% |
| LSGR | NATIXIS ETF TRUST II | 834,612 | $35M | 4.7% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 1,459,111 | $33M | 4.3% |
Track Northwest Financial Advisors's 13F portfolio: $752M in reported holdings, 93 positions. Top holdings and quarterly changes on SentiSense.
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