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 51–66 of 66
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| PKB | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 864 | $100K–$500K | SH |
| XSHQ | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 800 | $100K–$500K | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 961 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 451 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 609 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| ASST | STRIVE INC | 13K | $1K–$15K | SH |