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Portfolio (Quarterly) Guide ↗

Northwest Financial Advisors

· CIK 0002010635
13F Portfolio $752M AUM 89 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 89 New
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGGO CAPITAL GROUP GBL GROWTH EQT 64,017.0 $2.7M 0.36% NEW $42.33 -3.7%
22 BN BROOKFIELD CORP Financial Services 46,152.0 $2.0M 0.26% NEW $42.59 -1.5%
23 NOBL PROSHARES TR 31,396.0 $1.8M 0.23% NEW $56.16 +4.9%
24 IDVO AMPLIFY ETF TR 35,333.0 $1.5M 0.20% NEW $42.00 +2.6%
25 TUSI TOUCHSTONE ETF TRUST 57,197.0 $1.4M 0.19% NEW $25.26 +0.3%
26 IVV ISHARES TR 1,915.0 $1.4M 0.19% NEW $748.92 +2.7%
27 BOND PIMCO ETF TR 13,692.0 $1.3M 0.17% NEW $92.21 -1.9%
28 CGBL CAPITAL GROUP CORE BALANCED 29,399.0 $1.1M 0.15% NEW $37.96 +0.6%
29 CGGR CAPITAL GROUP GROWTH ETF 23,617.0 $1.1M 0.15% NEW $47.20 -0.5%
30 QQQM INVESCO EXCH TRADED FD TR II 2,635.0 $798K 0.11% NEW $303.01 -3.3%
31 REGL PROSHARES TR 8,595.0 $787K 0.10% NEW $91.56 +2.8%
32 JMBS JANUS DETROIT STR TR 16,930.0 $762K 0.10% NEW $44.99 -1.4%
33 SMDV PROSHARES TR 9,668.0 $745K 0.10% NEW $77.03 -0.3%
34 USMV ISHARES TR 7,022.0 $677K 0.09% NEW $96.46 +5.1%
35 TCAF T ROWE PRICE EXCHANGE-TRADED 15,118.0 $621K 0.08% NEW $41.10 +3.4%
36 RDVY FIRST TR EXCHANGE TRADED FD 7,383.0 $598K 0.08% NEW $81.06 +1.1%
37 NPV NUVEEN VA QUALITY MUN INCOM Financial Services 51,300.0 $594K 0.08% NEW $11.57 -9.2%
38 VPU VANGUARD WORLD FD 3,016.0 $590K 0.08% NEW $195.73 -4.4%
39 CIBR FIRST TR EXCHANGE-TRADED FD 6,469.0 $581K 0.08% NEW $89.85 +4.5%
40 VXUS VANGUARD STAR FDS 6,792.0 $581K 0.08% NEW $85.49 +2.5%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.9%
Technology 15.8%
Industrials 13.2%
Communication Services 3.9%
Healthcare 3.8%
Consumer Defensive 2.6%
Energy 2.1%
Utilities 2.1%
Consumer Cyclical 1.6%