Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $77.8 Billion
  • Q3 2025

Northwest Financial Advisors has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $77.8 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $4.56B, Apple Inc. with a value of $4.37B, Invesco Qqq Trust, Series 1 with a value of $3.46B, Pimco Active Bond Exchange Tra with a value of $3.07B, and Invesco Actively Managed ETF T with a value of $2.76B.

Examining the 13F form we can see an increase of $6.17B in the current position value, from $71.7B to 77.8B.

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 $77.8 Billion
ETFs: $51.2 Billion
Technology: $7.1 Billion
Consumer Cyclical: $2.48 Billion
Industrials: $2.24 Billion
Financial Services: $1.88 Billion
Consumer Defensive: $1.09 Billion
Healthcare: $1 Billion
Communication Services: $332 Million
Other: $616 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.56 Billion 5.86% of portfolio
21,140
Q3 2025 Reduced 0.15%
$4.3T
$4.37 Billion 5.61% of portfolio
17,159
Q3 2025 Reduced 7.94%
$0
$3.46 Billion 4.44% of portfolio
5,757
Q3 2025 Reduced 9.84%
$0
$3.07 Billion 3.94% of portfolio
32,856
Q3 2025 Added 28.88%
$0
$2.76 Billion 3.55% of portfolio
58,146
Q3 2025 Added 11.09%
$0
$2.52 Billion 3.24% of portfolio
34,370
Q3 2025 Reduced 2.48%
Brookfield Corp
-
$2.3 Billion 2.96% of portfolio
-
Q3 2025 Reduced 2.55%
J P Morgan Exchange Traded F
-
$2.3 Billion 2.95% of portfolio
-
Q3 2025 Added 1.13%
$0
$2.05 Billion 2.64% of portfolio
60,030
Q3 2025 Reduced 0.41%
$0
$2.01 Billion 2.58% of portfolio
27,038
Q3 2025 Added 5.26%
$0
$1.97 Billion 2.53% of portfolio
44,114
Q3 2025 Added 0.16%
$0
$1.93 Billion 2.48% of portfolio
42,241
Q3 2025 Added 8.12%
$0
$1.9 Billion 2.44% of portfolio
45,192
Q3 2025 Added 13.12%
$0
$1.72 Billion 2.2% of portfolio
16,647
Q3 2025 Reduced 0.78%
$0
$1.45 Billion 1.87% of portfolio
21,609
Q3 2025 Added 13.76%
$3.78T
$1.21 Billion 1.55% of portfolio
2,335
Q3 2025 Reduced 0.21%
$130B
$1.13 Billion 1.46% of portfolio
3,190
Q3 2025 Reduced 6.37%
$0
$1.12 Billion 1.44% of portfolio
14,752
Q3 2025 Added 2.22%
$0
$1.12 Billion 1.44% of portfolio
1,670
Q3 2025 Added 0.97%
-
$1.1 Billion 1.41% of portfolio
-
Q3 2025 Added 17.87%
$1.29T
$1.07 Billion 1.38% of portfolio
2,409
Q2 2025 Reduced 0.41%
$0
$993 Million 1.28% of portfolio
5,234
Q3 2025 Added 2.39%
$0
$919 Million 1.18% of portfolio
22,643
Q3 2025 Added 60.61%
$0
$910 Million 1.17% of portfolio
22,766
Q3 2025 Added 6.89%
$0
$903 Million 1.16% of portfolio
9,487
Q3 2025 Reduced 2.0%
$0
$848 Million 1.09% of portfolio
9,938
Q3 2025 Reduced 6.05%
$11B
$828 Million 1.06% of portfolio
8,287
Q3 2025 Added 0.51%
$0
$758 Million 0.97% of portfolio
8,706
Q3 2025 Added 0.39%
$0
$746 Million 0.96% of portfolio
16,986
Q3 2025 Added 14.06%
$533B
$713 Million 0.92% of portfolio
2,088
Q2 2025 Reduced 38.43%
$0
$699 Million 0.9% of portfolio
10,494
Q3 2025 Reduced 1.88%
$0
$657 Million 0.84% of portfolio
2,660
Q3 2025 Added 45.2%
$346B
$624 Million 0.8% of portfolio
4,063
Q3 2025 Added 0.15%
$522B
$621 Million 0.8% of portfolio
3,348
Q3 2025 Reduced 9.15%
$0
$613 Million 0.79% of portfolio
12,304
Q3 2025 Reduced 0.89%
$0
$603 Million 0.77% of portfolio
3,185
Q3 2025 Added 1.72%
$266B
$573 Million 0.74% of portfolio
2,031
Q3 2025 Added 0.25%
T Rowe Price ETF Inc
-
$548 Million 0.7% of portfolio
-
Q3 2025 Reduced 6.78%
$0
$514 Million 0.66% of portfolio
44,293
Q3 2025 Reduced 3.3%
$0
$499 Million 0.64% of portfolio
6,792
Q3 2025 Added 2.1%
$224B
$494 Million 0.63% of portfolio
1,626
Q2 2025 Reduced 5.08%
$0
$481 Million 0.62% of portfolio
3,986
Q3 2025 Added 0.43%
$0
$473 Million 0.61% of portfolio
633
Q3 2025 New
$0
$476 Million 0.61% of portfolio
10,029
Q3 2025 Added 25.52%
-
$476 Million 0.61% of portfolio
-
Q3 2025 Added 0.11%
$279B
$467 Million 0.6% of portfolio
4,536
Q3 2025 Added 0.22%
$0
$469 Million 0.6% of portfolio
6,380
Q2 2025 Reduced 1.1%
$881B
$456 Million 0.59% of portfolio
1,446
Q3 2025 Reduced 3.34%
Capital Group Core Balanced
-
$458 Million 0.59% of portfolio
-
Q3 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $77.8 Billion
  • Prior Value $71.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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