Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025

Northwest Financial Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $71.7 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $4.33B, Apple Inc. with a value of $3.82B, Invesco Qqq Trust, Series 1 with a value of $3.52B, Invesco Exchange Traded Fd Tr with a value of $2.51B, and Invesco Actively Managed ETF T with a value of $2.45B.

Examining the 13F form we can see an decrease of $48.9B in the current position value, from $121B to 71.7B.

Northwest Financial Advisors is based out at Herndon, VA

Below you can find more details about Northwest Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $71.7 Billion
ETFs: $47.7 Billion
Technology: $6.4 Billion
Industrials: $2.16 Billion
Consumer Cyclical: $1.95 Billion
Financial Services: $1.88 Billion
Consumer Defensive: $1.31 Billion
Healthcare: $913 Million
Communication Services: $325 Million
Other: $645 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46B
$66 Million 0.09% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $71.7 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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