Northwest Financial Advisors: 13F holdings
CIK 20106352026Q2
| Positions | 89 |
|---|
| Reported value | $751.9m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 89 (+23 vs prior quarter) |
|---|
| Reported value | $751.9m (+1351.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JGRO J P MORGAN EXCHANGE TRADED F | 991,333 | $97.7m | 13.0% |
| FDV FEDERATED HERMES ETF TRUST | 2,422,914 | $76.1m | 10.1% |
| JBND J P MORGAN EXCHANGE TRADED F | 1,318,229 | $70.5m | 9.4% |
| LAZARD ACTIVE ETF TR | 1,676,055 | $58.8m | 7.8% |
| LRGC AB ACTIVE ETFS INC | 652,810 | $54.6m | 7.3% |
| JAVA J P MORGAN EXCHANGE TRADED F | 567,601 | $45.1m | 6.0% |
| FLHY FRANKLIN TEMPLETON ETF TR | 1,844,480 | $44.8m | 6.0% |
| AVUV AMERICAN CENTY ETF TR | 328,848 | $41.0m | 5.5% |
| LSGR NATIXIS ETF TRUST II | 834,612 | $35.2m | 4.7% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,459,111 | $32.5m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010635")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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