Northwest Financial Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Northwest Financial Advisors held in its portfolio 66 assets valued at $48,619,604 (i.e. $48.62M).
The most valuable assets in the portfolio included: INVESCO ACTIVELY MANAGED EXC ($3.35M), INVESCO QQQ TR ($3.17M), and INVESCO EXCHANGE TRADED FD T ($3.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Northwest Financial Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO ACTIVELY MANAGED EXC | 70534 | 3344727 | TOTAL RETURN |
| INVESCO QQQ TR | 5161 | 3170567 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 41446 | 3110562 | S&P500 QUALITY |
| JANUS DETROIT STR TR | 51915 | 2372001 | HENDERSON MTG |
| BROOKFIELD CORP | 47696 | 2188781 | CL A LTD VT SH |
| CAPITAL GROUP GBL GROWTH EQT | 60384 | 2092313 | SHS CREATION UNI |
| AMPLIFY ETF TR | 43733 | 1946104 | CWP ENHANCED DIV |
| CAPITAL GROUP DIVIDEND VALUE | 44032 | 1921570 | SHS CREATION UNI |
| PROSHARES TR | 15930 | 1657874 | S&P 500 DV ARIST |
| CAPITAL GRP FIXED INCM ETF T | 52846 | 1446933 | MUNICIPAL INCOME |
| ISHARES TR | 1953 | 1337849 | CORE S&P500 ETF |
| AMPLIFY ETF TR | 31821 | 1220351 | CWP INTL ENHANCE |
| JOHN HANCOCK EXCHANGE TRADED | 27630 | 1147452 | MULTI INTL ETF |
| ISHARES TR | 9361 | 881431 | MSCI USA MIN VOL |
| PROSHARES TR | 8819 | 742696 | S&P MDCP 400 DIV |
| CAPITAL GROUP GROWTH ETF | 16489 | 733265 | SHS CREATION UNI |
| APPLE INC | 2564 | 696947 | COM |
| CAPITAL GROUP CORE BALANCED | 19087 | 674347 | SHS |
| VANGUARD SPECIALIZED FUNDS | 3004 | 660181 | DIV APP ETF |
| PROSHARES TR | 9886 | 653288 | RUSS 2000 DIVD |
| SPDR GOLD TR | 1631 | 646246 | GOLD SHS |
| INVESCO EXCH TRADED FD TR II | 2536 | 641490 | NASDAQ 100 ETF |
| PIMCO ETF TR | 6470 | 602245 | ACTIVE BD ETF |
| VANGUARD WORLD FD | 3104 | 574447 | UTILITIES ETF |
| FIRST TR EXCHANGE TRADED FD | 7893 | 563921 | NASDAQ CYB ETF |
| MICROSOFT CORP | 1076 | 520529 | COM |
| NUVEEN VIRGINIA QLTY MUNCPL | 47006 | 520361 | COM |
| FIRST TR EXCHANGE TRADED FD | 7485 | 519977 | RISNG DIVD ACHIV |
| VANGUARD STAR FDS | 6792 | 512389 | VG TL INTL STK F |
| MCDONALDS CORP | 1626 | 497093 | COM |
| WALMART INC | 4326 | 481922 | COM |
| AMERICAN CENTY ETF TR | 6242 | 472957 | US LARGE CAP VLU |
| INVESCO EXCHANGE TRADED FD T | 4388 | 449436 | S&P MDCP QUALITY |
| ISHARES TR | 2047 | 434107 | S&P 500 VAL ETF |
| ISHARES TR | 3483 | 429322 | S&P 500 GRWT ETF |
| VANGUARD BD INDEX FDS | 5742 | 425329 | TOTAL BND MRKT |
| FIRST TR EXCHANGE-TRADED FD | 9481 | 405702 | INDXX AEROSPACE |
| LOCKHEED MARTIN CORP | 783 | 378767 | COM |
| CATERPILLAR INC | 660 | 378094 | COM |
| JOHNSON & JOHNSON | 1746 | 361299 | COM |
| VANGUARD INDEX FDS | 1072 | 359411 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 2465 | 353230 | COM |
| ISHARES TR | 3288 | 352214 | NATIONAL MUN ETF |
| VANGUARD WORLD FD | 466 | 351261 | INF TECH ETF |
| WESTERN ASSET INTER MUNI FD | 43870 | 336921 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 5894 | 308780 | CL A LMT VTG SHS |
| GE AEROSPACE | 958 | 295144 | COM NEW |
| ISHARES TR | 3049 | 293191 | 7-10 YR TRSY BD |
| CONSTELLATION ENERGY CORP | 828 | 292595 | COM |
| ISHARES TR | 1404 | 278873 | MSCI USA QLT FCT |
| J P MORGAN EXCHANGE TRADED F | 4231 | 267302 | US QUALTY FCTR |
| INVESCO EXCHANGE TRADED FD T | 2854 | 264252 | BUILDING & CONST |
| EXXON MOBIL CORP | 2147 | 258371 | COM |
| INTERNATIONAL BUSINESS MACHS | 864 | 256010 | COM |
| INVESCO EXCH TRADED FD TR II | 5979 | 251666 | S&P SMLCAP QTY |
| VERIZON COMMUNICATIONS INC | 6156 | 250722 | COM |
| TJX COS INC NEW | 1600 | 245776 | COM |
| PALANTIR TECHNOLOGIES INC | 1357 | 241207 | CL A |
| AUTODESK INC | 800 | 236808 | COM |
| J P MORGAN EXCHANGE TRADED F | 4579 | 224729 | US VALUE FACTR |
| AMAZON COM INC | 961 | 221817 | COM |
| CARRIER GLOBAL CORPORATION | 4185 | 221122 | COM |
| VANGUARD INDEX FDS | 451 | 220047 | GROWTH ETF |
| BROADCOM INC | 609 | 210847 | COM |
| INVESCO EXCHANGE TRADED FD T | 1060 | 203063 | S&P500 EQL WGT |
| STRIVE INC | 12700 | 9373 | CL A COM |
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