§ 13F · FUND PROFILE
Northwest Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $71.7T (13F)Positions · 95Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$543.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GTO | INVESCO ACTIVELY MANAGED EXC | 71K | $3.3T | 6.9% | +21% |
| 2 | QQQ | INVESCO QQQ TR | 5K | $3.2T | 6.5% | −10% |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 41K | $3.1T | 6.4% | +21% |
| 4 | JMBS | JANUS DETROIT STR TR | 52K | $2.4T | 4.9% | +23% |
| 5 | BN | BROOKFIELD CORP | 48K | $2.2T | 4.5% | +42% |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 60K | $2.1T | 4.3% | +1% |
| 7 | DIVO | AMPLIFY ETF TR | 44K | $1.9T | 4.0% | −1% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 44K | $1.9T | 4.0% | −3% |
| 9 | NOBL | PROSHARES TR | 16K | $1.7T | 3.4% | −4% |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | 53K | $1.4T | 3.0% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHWEST SIGNAL
AC read
Northwest Financial Advisors is a Other fund managing $71671.3 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed