StockDriftsStockDriftsTop 50 Northwest Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JGRO | J P MORGAN EXCHANGE TRADED F | 13% | 991.3K | $97.7M | +17203.77%(+985.60K) | $90.05(+6.21%) | 2026-06-30 | |
| FDV | FEDERATED HERMES ETF TRUST | 10.12% | 2.42M | $76.1M | new | $31.01(+6.98%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 9.38% | 1.32M | $70.5M | +11531.77%(+1.31M) | $53.58(-1.65%) | 2026-06-30 | |
| IDEQ | LAZARD ACTIVE ETF TR | 7.82% | 1.68M | $58.8M | new | $32.85(+8.66%) | 2026-06-30 | |
| LRGC | AB ACTIVE ETFS INC | 7.26% | 652.8K | $54.6M | new | $77.53(+13.14%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.99% | 567.6K | $45.1M | new | $74.68(+12.21%) | 2026-06-30 | |
| FLHY | FRANKLIN TEMPLETON ETF TR | 5.96% | 1.84M | $44.8M | new | $24.10(+0.16%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.46% | 328.8K | $41.0M | new | $116.51(+9.40%) | 2026-06-30 | |
| LSGR | NATIXIS ETF TRUST II | 4.68% | 834.6K | $35.2M | new | $40.02(+12.82%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.33% | 1.46M | $32.5M | new | $22.28(-1.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.84% |
Northwest Financial Advisors reports $751.86M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are JGRO (13.0%), FDV (10.1%) and JBND (9.4%). The top 20 holdings account for 94.97% of reported assets. Its disclosed equity book has returned +44.51% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northwest Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010635). View Northwest Financial Advisors’s 13F filings on SEC