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Northwest Financial Advisors
Northwest Financial Advisors LLC is a registered investment adviser headquartered in Herndon, Virginia. Founded in 2014, the firm specializes in wealth management, financial planning, and investment advisory services for individuals, families, and businesses. With approximately 41 employees as of 2025, they aim to be trusted financial life partners for clients at every stage, focusing on personalized service and long-term financial growth.
Investment Strategy
Northwest Financial Advisors provides tailored financial planning and investment management, focusing on understanding client goals and crafting portfolios across asset classes to meet both growth and income needs. The firm employs diversified strategies based on risk tolerance and life stage, with allocations to equities, ETF products like VIG (Vanguard Dividend Appreciation), AAPL (Apple Inc.), NDQ, and SPHQ, balanced by careful research and ongoing monitoring. Their approach emphasizes prudent risk management and continuous adjustment to fit clients’ evolving objectives.
Latest 13F Filing Activity
Northwest Financial Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $72M. The fund increased holdings in Capital GRP Fixed Incm Etf T, PIMCO Etf TR, Capital Group GBL Growth EQT among other positions. Northwest Financial Advisors reduced exposure to Apple Inc., Microsoft Corp., LPL Finl HLDGS Inc. among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 6.05% | $4.3M | 21,172 | $173.77 | $204.67 | +$234.3K |
A AAPL | APPLE INC | 5.34% | $3.8M | 18,638 | $192.87 | $205.17 | -$10.5M |
Q QQQ | INVESCO QQQ TR | 4.91% | $3.5M | 6,385 | $416.52 | $551.64 | -$1.4M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.50% | $2.5M | 35,244 | $61.02 | $71.26 | -$995.0K |
G GTO | INVESCO ACTIVELY MANAGED EXC | 3.42% | $2.5M | 52,342 | $46.86 | $46.89 | -$755.2K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Research Analyst | Washington, DC , United States |
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