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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 2,336.0 $343K 0.05% NEW $146.66 -2.5%
62 BND VANGUARD BD INDEX FDS 4,542.0 $333K 0.04% NEW $73.41 -1.5%
63 PKB INVESCO EXCHANGE TRADED FD T 2,854.0 $320K 0.04% NEW $112.06 -10.2%
64 CARR CARRIER GLOBAL CORPORATION Industrials 4,214.0 $309K 0.04% NEW $73.35 -18.0%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 413.0 $309K 0.04% NEW $747.06 +2.1%
66 STIP ISHARES TR 2,867.0 $293K 0.04% NEW $102.16 -1.1%
67 GEV GE VERNOVA INC Utilities 238.0 $280K 0.04% NEW $1174.86 -17.8%
68 MMM 3M CO Industrials 1,722.0 $279K 0.04% NEW $161.91 +10.0%
69 XOM EXXON MOBIL CORP Energy 2,019.0 $276K 0.04% NEW $136.73 +21.5%
70 IEF ISHARES TR 2,917.0 $276K 0.04% NEW $94.57 -1.7%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 6,468.0 $274K 0.04% NEW $42.34 +16.2%
72 INTC INTEL CORP Technology 1,919.0 $268K 0.04% NEW $139.63 -34.0%
73 AVGO BROADCOM INC Technology 696.0 $263K 0.04% NEW $377.86 -3.7%
74 QUAL ISHARES TR 1,185.0 $260K 0.04% NEW $219.45 +1.3%
75 J P MORGAN EXCHANGE TRADED F 3,515.0 $254K 0.03% NEW $72.28
76 GOOG ALPHABET INC Communication Services 701.0 $248K 0.03% NEW $353.47 -4.3%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 880.0 $247K 0.03% NEW $281.17 -16.9%
78 BROOKFIELD ASSET MANAGMT LTD 5,514.0 $247K 0.03% NEW $44.85
79 IWM ISHARES TR 788.0 $237K 0.03% NEW $300.45 -0.9%
80 BARON ETF TR 9,678.0 $236K 0.03% NEW $24.40
Page 4 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%