13F value (AUM)
$187.2B
Northwestern Mutual Wealth Management
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$187.2B
13F long value · 2026-Q2Positions4085
CategoryAsset Manager
Quarters tracked8
▲ #66 of 581 by 13F value
Size rank 9/10
2 NEW372 ADD313 2×+352 TRIM125 NEAR EXIT
Snapshot
Northwestern Mutual Wealth Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
4085 (211 unmapped)
Top 100 weight
82.9%
Quarters tracked
8
Latest 13F filed
Aug 12, 2026
New positions
2
Exits / near-exits
125
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 82.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.0% | $26.2B | 35.0M | — |
| BND | VANGUARD BD INDEX FDS | 5.5% | $10.4B | 141.3M | — |
| IJH | ISHARES TR | 5.5% | $10.2B | 132.8M | — |
| SCHF | SCHWAB STRATEGIC TR | 4.6% | $8.6B | 309.4M | — |
| IJR | ISHARES TR | 3.5% | $6.6B | 44.6M | — |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.2% | $6.0B | 28.2M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 2.5% | $4.8B | 66.8M | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.5% | $4.7B | 6.2M | +3.2% |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.5% | $4.6B | 77.6M | — |
| FBND | FIDELITY MERRIMACK STR TR | 2.5% | $4.6B | 101.7M | — |
| IEFA | ISHARES TR | 1.9% | $3.6B | 37.3M | — |
| TLT | ISHARES TR | 1.8% | $3.4B | 39.0M | — |
| AVLV | AMERICAN CENTY ETF TR | 1.6% | $3.0B | 32.4M | — |
| IQLT | ISHARES TR | 1.6% | $2.9B | 59.0M | — |
| QQQ | INVESCO QQQ TR | 1.2% | $2.3B | 3.2M | +2.0% |
Quarterly changes — 2026-Q2
What Northwestern Mutual Wealth Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | AVLV | AMERICAN CENTY ETF TR | 2.4M | 32.4M | +1247.9% | +$2.8B |
| NEAR EXIT | VLUE | ISHARES TR | 23.0M | 3.3M | -85.7% | -$2.6B |
| 2×+ | SCHH | SCHWAB STRATEGIC TR | 7.6M | 49.8M | +557.8% | +$1.0B |
| ADD | VNQ | VANGUARD INDEX FDS | 12.8M | 16.9M | +32.1% | +$496.3M |
| 2×+ | CGSM | CAPITAL GRP FIXED INCM ETF T | 1.1M | 11.6M | +947.1% | +$276.2M |
| 2×+ | VUG | VANGUARD INDEX FDS | 1.8M | 10.9M | +513.1% | +$162.2M |
| ADD | SPYG | SPDR SERIES TRUST | 1.4M | 2.3M | +65.2% | +$137.1M |
| ADD | BAI | BLACKROCK ETF TRUST | 2.8M | 4.3M | +52.7% | +$134.9M |
| 2×+ | VGT | VANGUARD WORLD FD | 624.5K | 4.7M | +657.6% | +$129.8M |
| ADD | JCPB | J P MORGAN EXCHANGE TRADED F | 3.1M | 4.7M | +53.9% | +$77.3M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.