EdgeMarket › What Northwestern Mutual Wealth Management Co reported owning
What Northwestern Mutual Wealth Management Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
162.4BPositions
4,113Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 22.6B | 13.9% | 34.6M | 769.31 | +20.0% |
| BND Vanguard Total Bond Market ETF | 9.9B | 6.1% | 134.8M | 72.23 | -1.8% |
| IJH iShares Core S&P Mid-Cap ETF | 8.7B | 5.4% | 128.8M | 76.77 | +20.8% |
| SCHF Schwab International Equity ETF | 7.5B | 4.6% | 302.3M | 28.46 | +24.7% |
| IJR iShares Core S&P Small-Cap ETF | 5.4B | 3.3% | 43.4M | 147.31 | +29.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 5.2B | 3.2% | 27.1M | 221.67 | +18.8% |
| FBND Fidelity Total Bond ETF | 4.4B | 2.7% | 95.9M | 44.90 | -2.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.3B | 2.7% | 80.2M | 60.45 | +17.7% |
| VEA Vanguard FTSE Developed Markets ETF | 4.1B | 2.5% | 64.1M | 73.42 | +24.7% |
| SPY SPDR S&P 500 ETF TRUST | 4.0B | 2.4% | 6.1M | 765.72 | +20.0% |
| TLT iShares 20 Year Treasury Bond ETF | 3.8B | 2.4% | 44.4M | 82.05 | -5.5% |
| IEFA iShares Core MSCI EAFE ETF | 3.3B | 2.0% | 36.3M | 100.85 | +16.8% |
| VLUE iShares MSCI USA Value Factor ETF | 3.3B | 2.0% | 23.0M | 202.52 | +73.0% |
| IQLT iShares MSCI Intl Quality Factor ETF | 2.6B | 1.6% | 56.7M | 52.06 | +20.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.9B | 1.2% | 38.6M | 49.54 | +1.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.8B | 1.1% | 3.2M | 713.44 | +26.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 1.8B | 1.1% | 6.3M | 82.97 | +15.9% |
| VOO Vanguard S&P 500 ETF | 1.7B | 1.1% | 2.9M | 703.71 | +20.0% |
| DFIV Dimensional International Value ETF | 1.6B | 1.0% | 31.2M | 58.31 | +27.8% |
| IUSB iShares Core Universal USD Bond ETF | 1.4B | 0.9% | 30.3M | 45.43 | -1.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 1.4B | 0.8% | 19.4M | 81.57 | +31.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.3B | 0.8% | 13.0M | 97.35 | -1.7% |
| VNQ Vanguard Real Estate ETF | 1.1B | 0.7% | 12.8M | 98.50 | +8.6% |
| NVDA NVIDIA CORP | 1.0B | 0.6% | 5.8M | 214.72 | +22.4% |
| MUB iShares National Muni Bond ETF | 945.1M | 0.6% | 8.9M | 105.34 | +1.2% |
| AAPL Apple Inc. | 932.3M | 0.6% | 3.7M | 309.35 | +36.9% |
| BIV Vanguard Intermediate-Term Bond ETF | 931.6M | 0.6% | 12.1M | 75.43 | -2.5% |
| SCHX Schwab U.S. Large-Cap ETF | 892.5M | 0.5% | 34.8M | 30.21 | +19.6% |
| VTV Vanguard Morningstar Value ETF | 890.8M | 0.5% | 4.5M | 226.40 | +24.6% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 886.6M | 0.5% | 7.1M | 146.19 | +16.7% |
| QQQM Invesco NASDAQ 100 ETF | 878.0M | 0.5% | 3.7M | 293.76 | +26.1% |
| VV Vanguard Morningstar Large-Cap ETF | 849.2M | 0.5% | 2.8M | 352.60 | +19.8% |
| CGDV Capital Group Dividend Value ETF | 842.6M | 0.5% | 19.8M | 50.21 | +22.5% |
| MSFT MICROSOFT CORP | 831.9M | 0.5% | 2.2M | 483.24 | -4.4% |
| INTF iShares International Equity Factor ETF | 787.8M | 0.5% | 20.2M | 43.14 | +21.2% |
| VUG Vanguard Morningstar Growth ETF | 775.7M | 0.5% | 1.8M | 87.50 | +15.9% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 770.8M | 0.5% | 13.2M | 69.08 | +22.3% |
| AMZN AMAZON COM INC | 758.6M | 0.5% | 3.6M | 258.63 | +15.6% |
| VB Vanguard Morningstar Small-Cap ETF | 736.8M | 0.5% | 2.8M | 304.76 | +24.4% |
| IVLU iShares MSCI Intl Value Factor ETF | 721.6M | 0.4% | 18.2M | 44.46 | +26.0% |
| GOOGL Alphabet Inc. | 650.0M | 0.4% | 2.3M | 344.82 | +73.0% |
| IAU ISHARES GOLD TRUST | 568.6M | 0.4% | 6.4M | 86.79 | +37.5% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 533.4M | 0.3% | 864.8K | 699.60 | +20.6% |
| CGGR Capital Group Growth ETF | 520.3M | 0.3% | 12.9M | 47.00 | +13.1% |
| IWB iShares Russell 1000 ETF | 492.1M | 0.3% | 1.4M | 419.69 | +19.8% |
| COWZ Pacer US Cash Cows 100 ETF | 478.2M | 0.3% | 7.6M | 72.02 | +26.3% |
| IEF iShares 7-10 Year Treasury Bond ETF | 463.0M | 0.3% | 4.9M | 92.82 | -2.8% |
| VGT Vanguard Information Tech ETF | 435.7M | 0.3% | 624.5K | 118.42 | +38.5% |
| FENI Fidelity Enhanced International ETF | 432.5M | 0.3% | 11.6M | 41.72 | +20.7% |
| SCHD Schwab US Dividend Equity ETF | 421.4M | 0.3% | 13.7M | 35.11 | +27.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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