Northwest Financial Advisors 13F Holdings
CIK 0002010635 · HERNDON, VA
As of Sep 30, 2025, Northwest Financial Advisors reported 99 positions worth $77.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 21,140 | $4.6M | 5.86% |
| APPLE INC | AAPL | Technology | 17,159 | $4.4M | 5.61% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,757 | $3.5M | 4.44% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 32,856 | $3.1M | 3.94% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 58,146 | $2.8M | 3.55% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 34,370 | $2.5M | 3.24% |
| BROOKFIELD CORP | BN | Financial Services | 33,564 | $2.3M | 2.96% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 42,390 | $2.3M | 2.95% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 60,030 | $2.1M | 2.64% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 27,038 | $2.0M | 2.58% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 44,114 | $2.0M | 2.53% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 42,241 |