Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northwest Financial Advisors (CIK 2010635) reported $51.8M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GTO ($3.6M, 7.00%), SPHQ ($3.5M, 6.68%), QQQ ($3.0M, 5.79%), JMBS ($2.6M, 4.96%), CGGO ($2.1M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GTO | INVESCO ACTIVELY MANAGED EXC | $3.6M | 7.00% | 77,457 | Added |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.5M | 6.68% | 46,060 | Added |
| 3 | QQQ | INVESCO QQQ TR | $3.0M | 5.79% | 5,197 | Added |
| 4 | JMBS | JANUS DETROIT STR TR | $2.6M | 4.96% | 56,922 | Added |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.1M | 4.15% | 64,383 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.1M | 4.11% | 50,093 | Added |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.1M | 4.09% | 78,144 | Added |
| 8 | DIVO | AMPLIFY ETF TR | $2.0M | 3.81% | 44,071 | Added |
| 9 | BN | BROOKFIELD CORP | $1.9M | 3.66% | 46,916 | Trimmed |
| 10 | NOBL | PROSHARES TR | $1.7M | 3.24% | 15,829 | Trimmed |
| 11 | IDVO | AMPLIFY ETF TR | $1.5M | 2.87% | 36,802 | Added |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $1.3M | 2.48% | 31,958 | Added |
| 13 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $1.3M | 2.46% | 30,027 | Added |
| 14 | IVV | ISHARES TR | $1.3M | 2.42% | 1,916 | Trimmed |
| 15 | CGBL | CAPITAL GROUP CORE BALANCED | $908,770 | 1.75% | 26,410 | Added |
| 16 | USMV | ISHARES TR | $869,070 | 1.68% | 9,371 | Added |
| 17 | REGL | PROSHARES TR | $742,097 | 1.43% | 8,588 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $689,180 | 1.33% | 1,602 | Trimmed |
| 19 | SMDV | PROSHARES TR | $664,255 | 1.28% | 9,656 | Trimmed |
| 20 | BOND | PIMCO ETF TR | $646,628 | 1.25% | 7,007 | Added |
| 21 | VPU | VANGUARD WORLD FD | $615,371 | 1.19% | 3,106 | Added |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $618,128 | 1.19% | 2,601 | Added |
| 23 | JBND | J P MORGAN EXCHANGE TRADED F | $609,382 | 1.18% | 11,333 | New |
| 24 | NPV | NUVEEN VA QUALITY MUN INCOM | $548,561 | 1.06% | 48,417 | Added |
| 25 | TCAF | T ROWE PRICE ETF INC | $538,066 | 1.04% | 15,118 | New |
Source: SEC Form 13F filings · as of 2026-03-31