Northwest Financial Advisors
All 13F Filings
- Location
- Herndon, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 751,864
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 44.24 K | 5.9% | 27.69 K | 0 | 27.69 K |
| ETFs | 637.1 K | 84.7% | 602.4 K | 0 | 602.4 K |
| Debt | 70.53 K | 9.4% | 69.92 K | 0 | 69.92 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
751,864
Holdings
89
QoQ value change ($000)
700,045
(1350.9%)
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.