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Northwestern Mutual Wealth Management Co: 13F portfolio Q2 2026 and what copying it returned
Northwestern Mutual Wealth Management Co's 13F for the quarter ended 2026-06-30 (filed Aug 12, 2026): 400 common-share positions, $187.2B reported. Copying each 13F the day after it was filed returned +19.5% from May 16, 2025 to Nov 6, 2026, against +24.5% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (93.2% of the portfolio on average); 6 filings since May 14, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 14.0% | $26.2B | +1.2% |
| BND | Vanguard Total Bond Market | 5.5% | $10.4B | +4.8% |
| IJH | iShares Core S&P Midcap ETF | 5.5% | $10.2B | +3.1% |
| IJR | iShares Core S&P Small-Cap E | 3.5% | $6.6B | +2.6% |
| RSP | Invesco S&P 500 Equal Weight | 3.2% | $6.0B | +4.2% |
| VEA | Vanguard FTSE Developed ETF | 2.5% | $4.8B | +4.2% |
| SPY | SPDR S&P 500 ETF Trust | 2.5% | $4.7B | +2.1% |
| VWO | Vanguard FTSE Emerging Marke | 2.5% | $4.6B | -3.1% |
| FBND | Fidelity Total Bond ETF | 2.5% | $4.6B | +6.1% |
| IEFA | iShares Core MSCI Eafe ETF | 1.9% | $3.6B | +2.6% |
| TLT | iShares 20+ Year Treasury BD | 1.8% | $3.4B | -12.1% |
| AVLV | Avantis US Large CAP Value | 1.6% | $3.0B | +1247.9% |
| IQLT | iShares MSCI International Q | 1.6% | $2.9B | +4.0% |
| QQQ | Invesco QQQ Trust Series 1 | 1.2% | $2.3B | -0.3% |
| VOO | Vanguard S&P 500 ETF | 1.2% | $2.2B | +11.4% |
| VO | Vngrd Mrngstr Md-Cap Etf-Usd | 1.1% | $2.0B | +286.5% |
| VTEB | Vanguard Tax-Exempt Bond ETF | 1.0% | $1.9B | -0.9% |
| DFIV | Dimensional International Va | 1.0% | $1.8B | +7.6% |
| IEMG | iShares Core MSCI Emerging | 0.9% | $1.7B | +3.6% |
| VNQ | Vanguard Real Estate ETF | 0.9% | $1.6B | +32.1% |
| IUSB | Ishr CR Unvrse USD BD Etf-Ui | 0.8% | $1.5B | +10.2% |
| AGG | iShares Core U.S. Aggregate | 0.7% | $1.3B | -0.7% |
| NVDA | NVIDIA | 0.6% | $1.2B | +2.2% |
| SCHH | Schwab US REIT ETF | 0.6% | $1.2B | +557.8% |
Biggest adds
- USMV new
- SPYV new
- SGOV new
- BIL new
- CALF new
- EVTR new
- IBHF new
- EDIV new
- SPTI new
Biggest cuts
- CGDV exit
- CGGR exit
- SPYM exit
- CGGO exit
- VFLO exit
- CGSM exit
- SPYG exit
- CGMU exit
- CGXU exit
- TFI exit
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1141802. Not investment advice.