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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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