NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$158.1B

Total Positions

4,007

New This Quarter

539

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV14.66%

BND6.13%

IJH5.21%

SCHF4.53%

IJR3.24%

RSP3.18%

FBND2.69%

VWO2.66%

SPY2.57%

VEA2.45%

Other17.78%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LWAY29Q held

LIFEWAY FOODS INC

Avg $1.92 · $2,197 est. P&L

Est. P&L

+1144.27%

CLSM3Q held

EXCHANGE LISTED FDS TR

Avg $2.66 · $4,816 est. P&L

Est. P&L

+780.45%

FIX22Q held

Comfort Systems USA Inc

Avg $108.20 · $655,049 est. P&L

Est. P&L

+775.18%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 4007 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	33.8M	$23.2B	14.7%	—	$365.04	+89.00%	29 qtrs	Increased 63
BND VANGUARD BD INDEX FDS	130.9M	$9.7B	6.1%	—	$68.02	+8.83%	29 qtrs	Increased 64
IJH ISHARES TR	124.8M	$8.2B	5.2%	—	$56.77	+17.49%	29 qtrs	Increased 63
SCHF SCHWAB STRATEGIC TR	297.8M	$7.2B	4.5%	—	$16.75	+44.47%	29 qtrs	Increased 61
IJR ISHARES TR	42.6M	$5.1B	3.2%	—	$86.54	+40.62%	29 qtrs	Increased 59
RSP INVESCO EXCHANGE TRADED FD T	26.3M	$5B	3.2%	—	$160.69	+20.24%	29 qtrs	Increased 61
FBND FIDELITY MERRIMACK STR TR	92.4M	$4.3B	2.7%	—	$43.12	+6.74%	15 qtrs	Increased 57
VWO VANGUARD INTL EQUITY INDEX F	78.2M	$4.2B	2.7%	—	$38.76	+38.84%	29 qtrs	Increased 57
SPY SPDR S&P 500 ETF TR	6M	$4.1B	2.6%	—	$327.66	+109.67%	29 qtrs	Increased 55
VEA VANGUARD TAX-MANAGED FDS	61.9M	$3.9B	2.4%	—	$41.13	+52.66%	29 qtrs	Increased 58
TLT ISHARES TR	43.1M	$3.8B	2.4%	—	$86.15	+1.60%	29 qtrs	Increased 57
IEFA ISHARES TR	35M	$3.1B	2.0%	—	$56.53	+58.97%	29 qtrs	Increased 52
VLUE ISHARES TR	22.7M	$3.1B	2.0%	—	$81.83	+68.62%	29 qtrs	Increased 52
IQLT ISHARES TR	55.3M	$2.5B	1.6%	—	$42.69	+7.01%	28 qtrs	Increased 52
QQQ INVESCO QQQ TR	3.1M	$1.9B	1.2%	—	$217.04	+185.40%	29 qtrs	Decreased 0
VTEB VANGUARD MUN BD FDS	36.7M	$1.8B	1.2%	—	$46.36	+8.16%	29 qtrs	Increased 52
VO VANGUARD INDEX FDS	6.2M	$1.8B	1.1%	—	$194.89	+50.30%	29 qtrs	Increased 52
VOO VANGUARD INDEX FDS	2.7M	$1.7B	1.1%	—	$429.91	+46.94%	29 qtrs	Increased 55
DFIV DIMENSIONAL ETF TRUST	29.5M	$1.5B	0.9%	—	$42.75	+17.20%	18 qtrs	Increased 49
IUSB ISHARES TR	28.6M	$1.3B	0.8%	—	$42.64	+9.03%	29 qtrs	Increased 49
IEMG ISHARES INC	18.3M	$1.2B	0.8%	—	$43.51	+54.87%	29 qtrs	Decreased 0
AGG ISHARES TR	12.3M	$1.2B	0.8%	—	$91.79	+8.73%	29 qtrs	Increased 47
VNQ VANGUARD INDEX FDS R	12M	$1.1B	0.7%	—	$77.59	+15.00%	29 qtrs	Increased 49
NVDA NVIDIA Corp	5.6M	$1B	0.7%	—	$116.63	+60.80%	29 qtrs	Increased 46
AAPL Apple Inc	3.7M	$1B	0.6%	—	$113.61	+140.14%	29 qtrs	Decreased 0
Showing 25 of 4,007 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JMUBJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+3.2M shares+$163.5M

AVBAvalonBay Communities Inc

Q1 2024 → Q4 2025+1,005 shares+$164,609

AVDEAMERICAN CENTY ETF TR

Q1 2024 → Q4 2025+2.5M shares+$219M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer