Northwest Financial Advisors - Q12026 Holdings

Northwest Financial Advisors holds 66 stocks with a total portfolio value of $ 51.82M as of Q12026. In Q12026, Northwest Financial Advisors added 10 new positions, increased stakes in 33 stocks, reduced 16 holdings, and fully exited 10 positions. The largest holding is Invesco Actively Managed Exc (GTO), representing 7.00% of the total portfolio.