Northwest Financial Advisors ETF holdings
Herndon, VA
Reported $742.7M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$742.7M
ETFs held
66
Change from prior quarter
+1598.3%
With price moves
ETFs as a share of its 13F
98.8%
of $751.9M
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JGRO | JPMorgan Active Growth ETF | $97.7M | 991,333 | +985,604 shares |
| FDV | Federated Hermes U.S. Strategic Dividend ETF | $76.1M | 2,422,914 | New position |
| JBND | Jpmorgan Active Bond ETF | $70.5M | 1,318,229 | +1,306,896 shares |
| IDEQ | Lazard International Dynamic Equity ETF | $58.8M | 1,676,055 | New position |
| LRGC | AB US Large Cap Strategic Equities ETF | $54.6M | 652,810 | New position |
| JAVA | JPMorgan Active Value ETF | $45.1M | 567,601 | New position |
| FLHY | Franklin High Yield Corporate ETF | $44.8M | 1,844,480 | New position |
| AVUV | Avantis US Small Cap Value ETF | $41.0M | 328,848 | New position |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | $35.2M | 834,612 | New position |
| CGCP | Capital Group Core Plus Income ETF | $32.5M | 1,459,111 | New position |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002010635. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Northwest Financial Advisors own?
Northwest Financial Advisors reported 66 ETF positions worth $742.7M in its Form 13F for June 30, 2026. The largest was JGRO, at $97.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.