Northwest Financial Advisors has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $48.6 Billion distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF T with a value of $3.34B, Invesco Qqq Trust, Series 1 with a value of $3.17B, Invesco Exchange Traded Fd Tr with a value of $3.11B, Janus Detroit Str Tr Henderson with a value of $2.37B, and Brookfield Corp with a value of $2.19B.
Examining the 13F form we can see an decrease of $29.2B in the current position value, from $77.8B to 48.6B.
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.
