Northwest Financial Advisors
All 13F Filings
- Location
- Herndon, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 743,268
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 95 | 743,268 | 13F-HR | Northwest Financial Advisors |
| Q2 2026 | 7/27/2026 | 89 | 751,864 | 13F-HR | Northwest Financial Advisors |
| Q1 2026 | 4/24/2026 | 66 | 51,819 | 13F-HR | Northwest Financial Advisors |
| Q4 2025 | 1/26/2026 | 66 | 48,620 | 13F-HR | Northwest Financial Advisors |
| Q3 2025 | 11/6/2025 | 99 | 77,844 | 13F-HR | Northwest Financial Advisors |
| Q2 2025 | 8/4/2025 | 95 | 71,671 | 13F-HR | Northwest Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.65 K | 5.6% | 0 | 2.59 K | -2.59 K |
| ETFs | 634.2 K | 85.3% | 0 | 2.911 K | -2.911 K |
| Debt | 67.43 K | 9.1% | 0 | 3.097 K | -3.097 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
743,268
Holdings
95
QoQ value change ($000)
-8,596
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.