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
IVViShares Tr
14.0%
BNDVanguard Bd Index FDS
5.5%Added +5%
IJHiShares Tr
5.5%Added +3%
SCHFSchwab Strategic Tr
4.6%Added +2%
IJRiShares Tr
3.5%Added +3%
RSPInvesco Exchange Traded Fd T
3.2%Added +4%
VEAVanguard Tax-managed FDS
2.5%Added +4%
SPYState STR SPDR S&P 500 ETF T
2.5%Added +2%
VWOVanguard Intl Equity Index F
2.5%Trimmed −3%
FBNDFidelity Merrimack STR Tr
2.5%Added +6%
IEFAiShares Tr
1.9%Added +3%
TLTiShares Tr
1.8%Trimmed −12%
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