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.

Portfolio value $48.6 Billion
ETFs: $34.6 Billion
Technology: $2.16 Billion
Industrials: $1.27 Billion
Consumer Cyclical: $965 Million
Financial Services: $857 Million
Consumer Defensive: $835 Million
Healthcare: $361 Million
Utilities: $293 Million
Other: $509 Million

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

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $48.6 Billion
  • Prior Value $77.8 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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