SEC Form 13F

Northwest Financial Advisors 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$751,864,488
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$97,735,546991,333
FEDERATED HERMES ETF TRUSTFDVUS STRATEGIC DIV$76,055,2802,422,914
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$70,525,5001,318,229
LAZARD ACTIVE ETF TRIDEQINTL DYNAMIC EQT$58,779,2651,676,055
AB ACTIVE ETFS INCLRGCUS LA CAP ST ETF$54,581,443652,810
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$45,073,168567,601
FRANKLIN TEMPLETON ETF TRFLHYHIGH YIELD CORP$44,802,4161,844,480
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$41,027,114328,848
NATIXIS ETF TRUST IILSGRNATIXIS LOOMIS$35,162,175834,612
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$32,523,5801,459,111

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