Northwest Financial Advisors Portfolio Holdings
Northwest Financial Advisors
- $48.6 Billion
- Q4 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|