Northwest Financial Advisors - Portfolio overview

Northwest Financial Advisors has 106 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. GTO - INVESCO ACTIVELY MANAGED EXC, 5.46%
2. SPHQ - INVESCO EXCHANGE TRADED FD T, 5.21%
3. QQQ - INVESCO QQQ TR, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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