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Portfolio (Quarterly) Guide ↗

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

· CIK 0001141802
13F Portfolio $158.1B AUM 4,007 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 539 New 1764 Added 1076 Reduced 321 Exited
Page 2 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG SPDR SERIES TRUST 1,263,714.0 $134.8M 0.09% -79K -5.9% $106.70 +10.2%
22 HD HOME DEPOT INC Consumer Cyclical 385,331.0 $132.6M 0.08% -11K -2.7% $344.10 -13.5%
23 AMD ADVANCED MICRO DEVICES INC Technology 597,965.0 $128.1M 0.08% -37K -5.8% $214.16 +96.6%
24 AMAT APPLIED MATLS INC Technology 494,004.0 $127.0M 0.08% -31K -5.9% $256.99 +60.9%
25 MA MASTERCARD INCORPORATED Financial Services 218,899.0 $125.0M 0.08% -10K -4.2% $570.88 -13.4%
26 XMHQ INVESCO EXCHANGE TRADED FD T 1,168,200.0 $119.6M 0.08% -140K -10.7% $102.42 +5.0%
27 DIA SPDR DOW JONES INDL AVERAGE Financial Services 238,345.0 $114.5M 0.07% -31K -11.3% $480.57 +3.4%
28 SGOV ISHARES TR 1,136,034.0 $114.0M 0.07% -69K -5.7% $100.38 +0.2%
29 SCHE SCHWAB STRATEGIC TR 3,464,084.0 $113.4M 0.07% -36K -1.0% $32.75 +8.4%
30 CAT CATERPILLAR INC Industrials 194,886.0 $111.6M 0.07% -29K -12.8% $572.87 +50.8%
31 RTX RTX CORPORATION Industrials 598,642.0 $109.8M 0.07% -65K -9.8% $183.40 -6.7%
32 JHMM JOHN HANCOCK EXCHANGE TRADED 1,654,981.0 $108.4M 0.07% -13K -0.8% $65.48 +8.5%
33 IJK ISHARES TR 1,085,736.0 $105.2M 0.07% -52K -4.6% $96.88 +13.2%
34 GCOW PACER FDS TR 2,473,907.0 $102.0M 0.06% -644K -20.7% $41.22 +13.0%
35 EFAV ISHARES TR 1,155,527.0 $99.7M 0.06% -36K -3.0% $86.25 +6.1%
36 IWD ISHARES TR 449,483.0 $94.5M 0.06% -7K -1.5% $210.34 +10.6%
37 KLAC KLA CORP Technology 77,425.0 $94.1M 0.06% -456.0 -0.6% $1215.08 +48.5%
38 TCHP T ROWE PRICE ETF INC 1,823,801.0 $90.9M 0.06% -116K -6.0% $49.86 +3.1%
39 PAVE GLOBAL X FDS 1,826,796.0 $87.3M 0.06% -101K -5.2% $47.79 +14.5%
40 J P MORGAN EXCHANGE TRADED F 1,374,642.0 $86.8M 0.06% -314K -18.6% $63.18
Page 2 of 54  ·  1,076 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.6%
Technology 24.4%
Communication Services 8.2%
Consumer Cyclical 7.4%
Industrials 5.4%
Healthcare 4.8%
Consumer Defensive 2.9%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.7%