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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 2,710.0 $233K 0.03% NEW $86.15 +1.2%
82 XMHQ INVESCO EXCHANGE TRADED FD T 2,055.0 $232K 0.03% NEW $112.90 +5.2%
83 MUB ISHARES TR 2,146.0 $231K 0.03% NEW $107.63 -2.0%
84 RSPG INVESCO EXCHANGE TRADED FD T 2,347.0 $230K 0.03% NEW $97.96 +16.4%
85 TOUS T ROWE PRICE EXCHANGE-TRADED 5,830.0 $224K 0.03% NEW $38.37 +3.3%
86 NVDA NVIDIA CORPORATION Technology 1,095.0 $219K 0.03% NEW $200.09 +8.4%
87 ARM ARM HOLDINGS PLC Technology 615.0 $218K 0.03% NEW $354.57 -29.3%
88 JMUB J P MORGAN EXCHANGE TRADED F 4,080.0 $207K 0.03% NEW $50.65 -1.8%
89 AMZN AMAZON COM INC Consumer Cyclical 862.0 $205K 0.03% NEW $238.34 +9.1%
Page 5 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%