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.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (CIK 1141802) reported $187.22B across 4,063 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($26.23B, 14.01%), BND ($10.37B, 5.54%), IJH ($10.24B, 5.47%), SCHF ($8.57B, 4.58%), IJR ($6.61B, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.23B | 14.01% | 35.0M | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $10.37B | 5.54% | 141.3M | Added |
| 3 | IJH | ISHARES TR | $10.24B | 5.47% | 132.8M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $8.57B | 4.58% | 309.4M | Added |
| 5 | IJR | ISHARES TR | $6.61B | 3.53% | 44.6M | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $6.00B | 3.21% | 28.2M | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $4.76B | 2.54% | 66.8M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.66B | 2.49% | 6.2M | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $4.63B | 2.48% | 77.6M | Trimmed |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $4.62B | 2.47% | 101.7M | Added |
| 11 | IEFA | ISHARES TR | $3.60B | 1.92% | 37.3M | Added |
| 12 | TLT | ISHARES TR | $3.37B | 1.80% | 39.0M | Trimmed |
| 13 | AVLV | AMERICAN CENTY ETF TR | $2.95B | 1.58% | 32.4M | Added |
| 14 | IQLT | ISHARES TR | $2.92B | 1.56% | 59.0M | Added |
| 15 | QQQ | INVESCO QQQ TR | $2.34B | 1.25% | 3.2M | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $2.21B | 1.18% | 3.2M | Added |
| 17 | VO | VANGUARD INDEX FDS | $1.96B | 1.05% | 24.4M | Added |
| 18 | VTEB | VANGUARD MUN BD FDS | $1.93B | 1.03% | 38.2M | Trimmed |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $1.81B | 0.97% | 33.5M | Added |
| 20 | IEMG | ISHARES INC | $1.67B | 0.89% | 20.1M | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $1.63B | 0.87% | 16.9M | Added |
| 22 | IUSB | ISHARES TR | $1.54B | 0.82% | 33.4M | Added |
| 23 | AGG | ISHARES TR | $1.27B | 0.68% | 12.9M | Trimmed |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $1.17B | 0.63% | 3.9M | Added |
| 25 | SCHH | SCHWAB STRATEGIC TR | $1.18B | 0.63% | 49.8M | Added |
Source: SEC Form 13F filings · as of 2026-06-30