13F Insight
DOSSIER · 13F-HR · Q2 2026

Northwest Financial Advisors

$752M in tracked AUM across 89 positions as of Q2 2026.

NF
CIK 0002010635 · last filed Jun 30, 2026
Total AUM
$752M
as of Q2 2026
Holdings
89
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Northwest Financial Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JGRO
J P MORGAN EXCHANGE TRADED F
$98M991K13.0%02
FDV
FEDERATED HERMES ETF TRUST
$76M2.4M10.1%03
JBND
J P MORGAN EXCHANGE TRADED F
$71M1.3M9.4%04
IDEQ
LAZARD ACTIVE ETF TR
$59M1.7M7.8%05
LRGC
AB ACTIVE ETFS INC
$55M653K7.3%06
JAVA
J P MORGAN EXCHANGE TRADED F
$45M568K6.0%07
FLHY
FRANKLIN TEMPLETON ETF TR
$45M1.8M6.0%08
AVUV
AMERICAN CENTY ETF TR
$41M329K5.5%09
LSGR
NATIXIS ETF TRUST II
$35M835K4.7%10
CGCP
CAPITAL GRP FIXED INCM ETF T
$33M1.5M4.3%

Filing history

2026Q2Jun 30
$752M▲ 1351.0%
89 positionsView →2026Q1Mar 31
$52M▲ 6.6%
66 positionsView →2025Q4Dec 31
$49M▲ 7.7%
66 positionsView →2025Q3Sep 30
$45M▼ 37.0%
56 positionsView →2025Q2Jun 30
$72M▲ 20.7%
95 positionsLocked2025Q1Mar 31
$59M▼ 51.0%
64 positionsLocked2024Q4Dec 31
$121M▼ 3.6%
113 positionsLocked2024Q3Sep 30
$126M▲ 27.7%
571 positionsLocked2024Q2Jun 30
$98M▲ 8.0%
90 positionsLocked2024Q1Mar 31
$91M▼ 22.6%
86 positionsLocked2023Q4Dec 31
$118M—
570 positionsLocked