Northwestern Mutual Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
+$2.63B |
| 2 |
Schwab US REIT ETF
SCHH
|
+$984M |
| 3 |
Vanguard Total Bond Market
BND
|
+$474M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$394M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$307M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$3.53B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$462M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$148M |
| 4 |
Marvell Technology
MRVL
|
+$74.7M |
| 5 |
American Century US Quality Growth ETF
QGRO
|
+$66.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.71% |
| 2 | Technology | 3.86% |
| 3 | Financials | 1.11% |
| 4 | Communication Services | 1.07% |
| 5 | Consumer Discretionary | 0.84% |
Similar funds
Northwestern Mutual Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Northwestern Mutual Wealth Management held 4,584 positions worth $187B, up 15% from $162B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Northwestern Mutual Wealth Management deployed $5.71B of net new capital in Q2 2026, opening 471 new positions and adding to 1,743 existing holdings. Its largest new stake was Cohen & Steers Real Estate Active ETF: 1,031,995 shares worth $29.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 91% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares MSCI USA Value Factor ETF, an estimated $3.53B trimmed.
- Northwestern Mutual Wealth Management's largest Q2 2026 buy was Cohen & Steers Real Estate Active ETF: 1,031,995 shares worth $29.3M.
- Northwestern Mutual Wealth Management added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $2.63B increase.
- Northwestern Mutual Wealth Management's biggest Q2 2026 reduction was iShares MSCI USA Value Factor ETF, cutting an estimated $3.53B.
- Northwestern Mutual Wealth Management fully exited iShares iBonds 1-5 Year Corporate Ladder ETF in Q2 2026, selling an estimated $3.38M.
- Northwestern Mutual Wealth Management's ten largest holdings make up 46% of its $187B portfolio in Q2 2026.
- Northwestern Mutual Wealth Management opened 471 new positions and closed 496 in Q2 2026.
- Northwestern Mutual Wealth Management's portfolio value rose 15% quarter-over-quarter to $187B.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.