Northwest Financial Advisors Q2 2026 Portfolio Changes: Major Buys & Sales Observed

Northwest Financial Advisors saw significant changes in its investment strategy during Q2 2026. The firm's holdings underwent substantial shifts, with notable purchases and sales observed across various ETFs.

Prominent Purchases This Quarter

The most striking activity involved large increases for several existing positions:

• Northwest Financial Advisors significantly boosted its position in JGRO (JGRO). The holding increased by 985,604 shares (172.03% change from the previous quarter), contributing to a current portfolio allocation of 13%.
• The firm maintained its position in FDV (FDV) by keeping the same number of shares, representing an unchanged 10.12% allocation.
• JBND (JBND) also experienced substantial growth with a share increase of 130,689 (15.31% change), now accounting for 9.38% of the portfolio.
• JAVA (JAVA) and FLHY (FLHY) saw their share counts remain stable at quarter-end compared to the previous period, indicating no change in these holdings.
• Additionally, positions like AVUV (AVUV) and PULS (PULS) were held at the end of Q2, contributing to their respective allocations.

Significant Sales Observed

In contrast to the large buys, Northwest Financial Advisors also recorded substantial reductions in certain holdings:

• The most notable sale involved JMBS (JMBS). The position decreased by 39,992 shares (70.26% reduction), lowering its portfolio allocation to just 0.1%.
• The firm also sold other positions mentioned in the filing as significant sells (Northwest Financial Advisors) including JHMD and XMHQ, though specific details for these were not included in the top holdings list.

Furthermore, the investor noted activity with other ETFs:

• PID (PID) maintained its position unchanged at 2.83% allocation.
• TMSL (TMSL) remained stable, contributing to a portfolio weighting of 2.88%.
• GTO (GTO) saw an increase in shares (586.78% change), boosting its allocation to 3.32%.
• DIVO (DIVO) maintained a stable position at the end of Q2, still representing 2.94%.

New Positions and Minor Changes

The portfolio also included several other ETFs purchased during this period:

• CGDV (CGDV) showed a substantial increase of 100,366 shares (200.36% change) from the prior quarter.
• SPHQ (SPHQ) was added with a significant increase of 40,544 shares (88.02% change), now holding 1.04%.
• PULS (PULS) was maintained at the same level as Q1, contributing 2.51%.

Overall, Northwest Financial Advisors demonstrated active portfolio management during Q2 2026, favoring substantial growth in certain ETFs while strategically reducing exposure elsewhere.