account_balance

Investment manager · 13F filer · SEC CIK 2010635

Northwest Financial Advisors

Reported value$743Mas of Sep 30, 2026
Positions95 10 new, 4 sold out
Top 10 weight74.3%JGRO alone is 13%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JGRO J P Morgan Exchange Traded F 13.0% Held
FDV Federated Hermes ETF Trust 10.3% Held
JBND J P Morgan Exchange Traded F 9.1% Held
IDEQ Lazard Active ETF Tr 8.0% Held
LRGC Ab Active Etfs Inc 7.6% Held
JAVA J P Morgan Exchange Traded F 6.0% Held
FLHY Franklin Templeton ETF Tr 5.8% Held
AVUV American Centy ETF Tr 5.3% Held
LSGR Natixis ETF Trust II 5.1% Held
CGCP Capital GRP Fixed Incm ETF T 4.2% Held
GSC Goldman Sachs ETF Tr 3.2% Held
GTO Invesco Actively Managed Exc 3.1% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • FNDB $4.48M
  • BKMS $646K
  • GPIX $383K
  • IWF $273K
arrow_upwardAdded

None

arrow_downwardTrimmed
  • CGMU −16%
  • BN −8%
  • GTO −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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