Northwest Financial Advisors

RIA/Wealth

Northwest Financial Advisors is a RIA/Wealth based in Herndon, VA led by Kevin Duane Fisher, reporting $1.9B in AUM as of Q3 2025 with 67% ETF concentration.

CEOKevin Duane Fisher

Portfolio Value: $77.8M
Positions: 99
Top Holding: VIG at 5.86%
Last Reported: Q3 2025

Address200 Spring Street, Suite 120, Herndon, VA, 20170, United States

Top Holdings

Largest long holdings in Northwest Financial Advisors's portfolio (37.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Dividend Appreciation VIG	Unknown Unknown	$4.6M	5.86%	-$6.9K Sold	— 21.1K shares	Q4 2023 Held for 1y 11m
2 Apple AAPL	Consumer Electronics Technology	$4.4M	5.61%	-$376.6K Sold	0.00% 17.2K shares	Q4 2023 Held for 1y 11m
3 Invesco QQQ Trust QQQ	ETF ETF	$3.5M	4.44%	-$377.1K Sold	— 5.8K shares	Q4 2023 Held for 1y 11m
4 BOND PIMCO Active Bond BOND	ETF ETF	$3.1M	3.94%	+$687.2K Bought	— 32.9K shares	Q2 2024 Held for 1y 5m
5 GTO Invesco Total Return Bond GTO	ETF ETF	$2.8M	3.55%	+$275.8K Bought	— 58.1K shares	Q4 2023 Held for 1y 11m
6 SPHQ Invesco S&P 500 Quality ETF SPHQ	ETF ETF	$2.5M	3.24%	-$64.1K Sold	— 34.4K shares	Q4 2023 Held for 1y 11m
7 Brookfield BN	Asset Management Financial Services	$2.3M	2.96%	-$60.4K Sold	0.00% 33.6K shares	Q4 2023 Held for 1y 11m
8 JBND JPMorgan Active Bond JBND	ETF ETF	$2.3M	2.95%	+$25.7K Bought	— 42.4K shares	Q2 2024 Held for 1y 5m
9 Capital Group Global Growth Equity CGGO	ETF ETF	$2.1M	2.64%	-$8.4K Sold	— 60.0K shares	Q4 2023 Held for 1y 11m
10 Vanguard Total Bond Market BND	ETF ETF	$2.0M	2.58%	+$100.6K Bought	— 27.0K shares	Q4 2023 Held for 1y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Northwest Financial Advisors's latest filing

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GthenC

Market Value

$77.8M

Prior: $71.7M

Q/Q Change

+8.61%

+$6.2M

Net Flows % of MV

-0.85%

Turnover Ratio

6.36%

New Purchases

2 stocks

$314.2K

Added To

45 stocks

+$3.1M

Sold Out Of

7 stocks

$1.8M

Reduced Holdings

27 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 AVLV Avantis U.S. Large Cap Value AVLV	New	0 → 4.0K +$287.2K
2 American Resources AREC	New	0 → 10.0K +$27.0K
3 SPDR DoubleLine Total Return Tactical TOTL	+60.61%	14.1K → 22.6K +$346.7K
4 FT Vest Rising Dividend Achievers Target Income RDVI	+49.77%	8.5K → 12.8K +$109.5K
5 Odyssey Marine Exploration OMEX	+49.63%	10.1K → 15.1K +$9.7K

Decreased Positions

Position	Shares Δ	Change
1 iShares Russell 1000 Value IWD	Sold	3.0K → 0 −$577.8K
2 iShares Russell Mid-Cap Value IWS	Sold	2.1K → 0 −$271.1K
3 iShares MSCI EAFE EFA	Sold	3.0K → 0 −$268.4K
4 iShares Russell Mid-Cap Growth IWP	Sold	1.7K → 0 −$236.3K
5 Coca-Cola KO	Sold	3.1K → 0 −$216.2K