Managed by Northwest Financial Advisors • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $97.7M | 991.3K | 0.00% | — |
| 2 | ? N/A — | $76.1M | 2.42M | 0.00% | — |
| 3 | ? N/A — | $70.5M | 1.32M | 0.00% | — |
| 4 | L LGI — | $58.8M | 1.68M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $54.6M |
| 652.8K |
| 0.00% |
| — |
| 6 | ? N/A — | $45.1M | 567.6K | 0.00% | — |
| 7 | E EZBC — | $44.8M | 1.84M | 0.00% | — |
| 8 | ? N/A — | $41M | 328.8K | 0.00% | — |
| 9 | ? N/A — | $35.2M | 834.6K | 0.00% | — |
| 10 | C | $32.5M | 1.46M | 0.00% | — |
| 11 | ? N/A — | $27.2M | 392.2K | 0.00% | — |
| 12 | ? N/A — | $24.9M | 532.0K | 0.00% | — |
| 13 | ? N/A — | $22.1M | 483.0K | 0.00% | — |
| 14 | ? N/A — | $21.7M | 494.5K | 0.00% | — |
| 15 | I IVZ — | $21.3M | 960.1K | 0.00% | — |
| 16 | ? N/A — | $18.9M | 381.1K | 0.00% | — |
| 17 | Q QQQ — | $15.4M | 325.6K | 0.00% | — |
| 18 | A AAPL — | $14.3M | 74.5K | 0.00% | — |
| 19 | A AAPL — | $11.5M | 67.1K | 0.00% | — |
| 20 | E ETHA — | $7.8M | 86.6K | 0.00% | — |