CIK 2010635
Northwest Financial Advisors
Institutional 13F holdings & portfolio
Holdings
66
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 66
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GTO | INVESCO ACTIVELY MANAGED EXC | 71K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 41K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 52K | $1M+ | SH |
| BN | BROOKFIELD CORP | 48K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 60K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 44K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 44K | $1M+ | SH |
| NOBL | PROSHARES TR | 16K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 53K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| IDVO | AMPLIFY ETF TR | 32K | $1M+ | SH |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | 28K | $1M+ | SH |
| USMV | ISHARES TR | 9K | $500K+ | SH |
| REGL | PROSHARES TR | 9K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 16K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 19K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| SMDV | PROSHARES TR | 10K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 3K | $500K+ | SH |
| BOND | PIMCO ETF TR | 6K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 3K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | 47K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 7K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 783 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 660 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 466 | $100K–$500K | SH |
| SBI | WESTERN ASSET INTER MUNI FD | 44K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 6K | $100K–$500K | SH |
| GE | GE AEROSPACE | 958 | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 828 | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |