# EDGAR Filing Document

**Accession Number:** 0002010635
**File Stem:** 0002010635-25-000007
**Filing Date:** 2025-8
**Character Count:** 14607
**Document Hash:** 7fd72c7ec4068078cdb20accb82bc129
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010635-25-000007.hdr.sgml**: 20250804

**ACCESSION NUMBER**: 0002010635-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250804

**DATE AS OF CHANGE**: 20250804

**EFFECTIVENESS DATE**: 20250804

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Northwest Financial Advisors
- **CENTRAL INDEX KEY:** 0002010635

**ORGANIZATION NAME:**
- **EIN:** 462110768
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23620
- **FILM NUMBER:** 251178470

**BUSINESS ADDRESS:**
- **STREET 1:** 200 SPRING STREET
- **STREET 2:** SUITE 102
- **CITY:** HERNDON
- **STATE:** VA
- **ZIP:** 20170
- **BUSINESS PHONE:** 7038101072

**MAIL ADDRESS:**
- **STREET 1:** 200 SPRING STREET
- **STREET 2:** SUITE 102
- **CITY:** HERNDON
- **STATE:** VA
- **ZIP:** 20170

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Northwest Financial Advisors<br>**Address:** 200 SPRING STREET<br>SUITE 102<br>HERNDON, VA 20170

**Form 13F File Number:** 028-23620

**CRD Number (if applicable):** 000166769

**SEC File Number (if applicable):** 801-77994

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicole Davis<br>**Title:** CCO/SVP<br>**Phone:** 703-810-1072

**Signature, Place, and Date of Signing:**

/s/ Nicole Davis  Herndon, VA  08-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $71671257

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 439657 | 2004 | SH |  | SOLE |  | 0 | 0 | 2004 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | BBG00FJ5P854 | 1874136 | 44045 | SH |  | SOLE |  | 0 | 0 | 44045 |
| AMPLIFY ETF TR | CWP INTL ENHANCE | 032108722 | BBG0195MY622 | 1092815 | 31805 | SH |  | SOLE |  | 0 | 0 | 31805 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3823887 | 18638 | SH |  | SOLE |  | 0 | 0 | 18638 |
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 247656 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | BBG001T91S76 | 858532 | 8245 | SH |  | SOLE |  | 0 | 0 | 8245 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | BBG019Z17GF9 | 347181 | 6280 | SH |  | SOLE |  | 267 | 0 | 6014 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | BBG001SF86D7 | 2130400 | 34444 | SH |  | SOLE |  | 1047 | 0 | 33397 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | BBG01J9W1K83 | 441241 | 13195 | SH |  | SOLE |  | 0 | 0 | 13195 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | BBG015H8BXT5 | 1577605 | 39950 | SH |  | SOLE |  | 1361 | 0 | 38589 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | BBG015DN3GR4 | 1927066 | 60277 | SH |  | SOLE |  | 2130 | 0 | 58147 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | BBG015DMY5P8 | 605380 | 14892 | SH |  | SOLE |  | 0 | 0 | 14892 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | BBG014YZRRT5 | 206835 | 9193 | SH |  | SOLE |  | 177 | 0 | 9016 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | BBG019XRCM29 | 913386 | 34222 | SH |  | SOLE |  | 0 | 0 | 34222 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HZM1 | 315361 | 4309 | SH |  | SOLE |  | 0 | 0 | 4309 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 325945 | 840 | SH |  | SOLE |  | 0 | 0 | 840 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 216181 | 3056 | SH |  | SOLE |  | 0 | 0 | 3056 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRPJ9 | 267326 | 828 | SH |  | SOLE |  | 0 | 0 | 828 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 311720 | 2892 | SH |  | SOLE |  | 0 | 0 | 2892 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | BBG009K1H2W7 | 1090805 | 14432 | SH |  | SOLE |  | 0 | 0 | 14432 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 | BBG001T61KB4 | 239306 | 1721 | SH |  | SOLE |  | 0 | 0 | 1721 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | BBG005SW6WS0 | 1191824 | 18996 | SH |  | SOLE |  | 0 | 0 | 18996 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | BBG019WLSRG0 | 210421 | 8516 | SH |  | SOLE |  | 0 | 0 | 8516 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 | BBG00KDSF556 | 424906 | 8654 | SH |  | SOLE |  | 0 | 0 | 8654 |
| FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | BBG01B34YSX7 | 428816 | 11478 | SH |  | SOLE |  | 0 | 0 | 11478 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 267301 | 1039 | SH |  | SOLE |  | 0 | 0 | 1039 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 597310 | 2026 | SH |  | SOLE |  | 0 | 0 | 2026 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | BBG00KJR1JM8 | 2454292 | 52342 | SH |  | SOLE |  | 0 | 0 | 52342 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 416072 | 1832 | SH |  | SOLE |  | 0 | 0 | 1832 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 | BBG001V18CG8 | 464592 | 6380 | SH |  | SOLE |  | 0 | 0 | 6380 |
| INVESCO EXCHANGE TRADED FD T | BUILDING  CONST | 46137V779 | BBG001SPHKZ0 | 229315 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 46137V506 | BBG001S69B36 | 263538 | 5471 | SH |  | SOLE |  | 0 | 0 | 5471 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 | BBG001SS30K9 | 263768 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 929100 | 5112 | SH |  | SOLE |  | 45 | 0 | 5067 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 2511507 | 35244 | SH |  | SOLE |  | 0 | 0 | 35244 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 3522012 | 6385 | SH |  | SOLE |  | 49 | 0 | 6336 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 1026704 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 338623 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 268438 | 3003 | SH |  | SOLE |  | 0 | 0 | 3003 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 908756 | 9681 | SH |  | SOLE |  | 80 | 0 | 9601 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 240717 | 2304 | SH |  | SOLE |  | 0 | 0 | 2304 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 780210 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 577757 | 2975 | SH |  | SOLE |  | 0 | 0 | 2975 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 236311 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | BBG001S561V2 | 271143 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 400015 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 436955 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 393577 | 2014 | SH |  | SOLE |  | 0 | 0 | 2014 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | BBG001SDJVG2 | 358331 | 2698 | SH |  | SOLE |  | 0 | 0 | 2698 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | BBG001SQZT52 | 202891 | 3239 | SH |  | SOLE |  | 0 | 0 | 3239 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | BBG01J4V6196 | 2246229 | 41915 | SH |  | SOLE |  | 0 | 0 | 41915 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | BBG00J5DPW97 | 239112 | 3982 | SH |  | SOLE |  | 0 | 0 | 3982 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 | BBG00J5DNBK2 | 353399 | 7990 | SH |  | SOLE |  | 0 | 0 | 7990 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | BBG00LYBQSH3 | 1760074 | 39069 | SH |  | SOLE |  | 0 | 0 | 39069 |
| JOHN HANCOCK EXCHANGE TRADED | MULTI INTL ETF | 47804J859 | BBG00FJ5J8Y9 | 815086 | 21298 | SH |  | SOLE |  | 0 | 0 | 21298 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 562883 | 3685 | SH |  | SOLE |  | 0 | 0 | 3685 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 433706 | 1496 | SH |  | SOLE |  | 0 | 0 | 1496 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 383838 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | BBG001S78K44 | 271509 | 994 | SH |  | SOLE |  | 0 | 0 | 994 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 475144 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 349799 | 4013 | SH |  | SOLE |  | 0 | 0 | 4013 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1163765 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| NUVEEN VIRGINIA QLTY MUNCPL | COM | 67064R102 | BBG001S78JZ3 | 515748 | 45804 | SH |  | SOLE |  | 5155 | 0 | 40649 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 361966 | 2291 | SH |  | SOLE |  | 0 | 0 | 2291 |
| ODYSSEY MARINE EXPL INC | COM NEW | 676118201 | BBG001SB7PV5 | 11887 | 10074 | SH |  | SOLE |  | 0 | 0 | 10074 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | BBG00KJQ1QS8 | 617767 | 12415 | SH |  | SOLE |  | 0 | 0 | 12415 |
| PIMCO CALIF MUN INCOME FD | COM | 72200N106 | BBG001SJ4WY3 | 92660 | 10787 | SH |  | SOLE |  | 0 | 0 | 10787 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | BBG002N12C17 | 2350024 | 25494 | SH |  | SOLE |  | 0 | 0 | 25494 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 646283 | 4057 | SH |  | SOLE |  | 0 | 0 | 4057 |
| PROSHARES TR | RUSS 2000 DIVD | 74347B698 | BBG0081VG5Y6 | 695802 | 10695 | SH |  | SOLE |  | 606 | 0 | 10089 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 | BBG005D266P2 | 1689532 | 16778 | SH |  | SOLE |  | 505 | 0 | 16273 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 | BBG0081VJCK3 | 862436 | 10578 | SH |  | SOLE |  | 512 | 0 | 10065 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 208630 | 1310 | SH |  | SOLE |  | 0 | 0 | 1310 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 222092 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1038606 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 326980 | 529 | SH |  | SOLE |  | 0 | 0 | 529 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | BBG0084H8485 | 565452 | 14098 | SH |  | SOLE |  | 0 | 0 | 14098 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | BBG01GZY8BG0 | 550571 | 15606 | SH |  | SOLE |  | 0 | 0 | 15606 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 765243 | 2409 | SH |  | SOLE |  | 0 | 0 | 2409 |
| TMC THE METALS COMPANY INC | COM | 87261Y106 | BBG00SMMWMN6 | 66000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | BBG002WYN9L7 | 251803 | 7896 | SH |  | SOLE |  | 0 | 0 | 7896 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 1891288 | 25686 | SH |  | SOLE |  | 0 | 0 | 25686 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 202551 | 462 | SH |  | SOLE |  | 0 | 0 | 462 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | BBG001SHTTW9 | 314266 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 354287 | 1166 | SH |  | SOLE |  | 0 | 0 | 1166 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 227283 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 4333374 | 21172 | SH |  | SOLE |  | 0 | 0 | 21172 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 459587 | 6652 | SH |  | SOLE |  | 0 | 0 | 6652 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 251423 | 1886 | SH |  | SOLE |  | 0 | 0 | 1886 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | BBG001SHVTP4 | 552610 | 3131 | SH |  | SOLE |  | 0 | 0 | 3131 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 325156 | 7515 | SH |  | SOLE |  | 0 | 0 | 7515 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 741345 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 442596 | 4526 | SH |  | SOLE |  | 0 | 0 | 4526 |
| WESTERN ASSET INTER MUNI FD | COM | 958435109 | BBG001S70803 | 101520 | 13500 | SH |  | SOLE |  | 0 | 0 | 13500 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | BBG001SHL7K8 | 712322 | 8672 | SH |  | SOLE |  | 0 | 0 | 8672 |

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