Northwest Financial Advisors
All 13F Filings
- Location
- Herndon, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 48,620
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 41.3 K | 85.0% | 0 | 17.46 K | -17.46 K |
| ETFs | 7.312 K | 15.0% | 0 | 9.471 K | -9.471 K |
| Debt | 0 | 0.0% | 0 | 2.296 K | -2.296 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
48,620
Holdings
66
QoQ value change ($000)
-29,224
(-37.5%)
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.