13F Filings History of Northwest Financial Advisors

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$48,619,604
Signature - Title
Nicole Davis - CCO/SVP
Location
Herndon, VA
Summary
This page shows a list of all the recent 13F filings made by Northwest Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Financial Advisors reported 66 stock holdings with total value $48,619,604 as of Q4 2025. Top holdings included GTO, QQQ, SPHQ, JMBS, and BN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $48,619,604 +$4,268,673 -$33,697,131 -$29,428,458 GTO, QQQ, SPHQ, JMBS, BN 13F-HR 26 Jan 2026, 09:02
Q3 2025 99 $77,844,456 +$5,819,224 -$4,079,614 +$1,739,610 VIG, AAPL, QQQ, BOND, GTO 13F-HR 06 Nov 2025, 09:33
Q2 2025 95 $71,671,257 +$3,638,371 -$60,454,017 -$56,815,646 VIG, AAPL, QQQ, SPHQ, GTO 13F-HR 04 Aug 2025, 09:47
Q1 2025 119 $120,560,613 +$8,243,700 -$3,676,932 +$4,566,768 AAPL, MSFT, LPLA, QQQ, AMZN 13F-HR 11 Apr 2025, 09:49
Q4 2024 113 $121,099,975 +$10,543,738 -$18,046,943 -$7,503,205 AAPL, MSFT, QQQ, AMZN, LPLA 13F-HR 22 Jan 2025, 13:43
Q3 2024 570 $125,635,269 +$24,016,124 -$1,266,367 +$22,749,757 AAPL, MSFT, QQQ, AMZN, VIG 13F-HR 13 Nov 2024, 09:22
Q2 2024 90 $98,366,428 +$7,775,342 -$2,794,646 +$4,980,696 AAPL, MSFT, QQQ, AMZN, LPLA Restatement 27 Jan 2025, 12:56
Q1 2024 86 $91,089,265 +$7,995,675 -$38,898,141 -$30,902,466 AAPL, MSFT, QQQ, AMZN, LPLA Restatement 27 Jan 2025, 12:32
Q4 2023 563 $117,717,589 $0 $0 $0 GTO, AAPL, MSFT, QQQ, AMZN 13F-HR 07 Feb 2024, 09:10