account_balance

Investment manager · 13F filer · SEC CIK 1141802

Northwestern Mutual Wealth Management Co

Reported value$187Bas of Jun 30, 2026
Positions4,085 486 new, 513 sold out
Top 10 weight46.3%IVV alone is 14%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 14.0% Held
BND Vanguard Bd Index FDS 5.5% Added +5%
IJH iShares Tr 5.5% Added +3%
SCHF Schwab Strategic Tr 4.6% Added +2%
IJR iShares Tr 3.5% Added +3%
RSP Invesco Exchange Traded Fd T 3.2% Added +4%
VEA Vanguard Tax-managed FDS 2.5% Added +4%
SPY State STR SPDR S&P 500 ETF T 2.5% Added +2%
VWO Vanguard Intl Equity Index F 2.5% Trimmed −3%
FBND Fidelity Merrimack STR Tr 2.5% Added +6%
IEFA iShares Tr 1.9% Added +3%
TLT iShares Tr 1.8% Trimmed −12%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 7, 2026 filing
add_circleNew
  • CSRE $29.3M
  • RAAX $24.8M
  • HON $10.1M
  • HONA $9.97M
arrow_upwardAdded
  • AVLV +1248%
  • VGT +658%
  • SCHH +558%
  • VUG +513%
arrow_downwardTrimmed
  • VLUE −86%
  • TLT −12%
  • COWZ −4%
  • VWO −3%
remove_circleSold out
  • HONZZZZ $20.8M
  • Dupont de Nemours Inc $3.82M
  • LDRC $3.38M
  • Carnival Corp $2.83M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk.

This is data, not investment advice. About StockToast