NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Est. AUM

$161.8M

13F long equity, this entity only

Positions

4,053

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$22.6M	34597700	13.97%	DFND
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.9M	134816565	6.13%	DFND
3	ISHARES TR	CORE S&P MCP ETF	$8.7M	128823592	5.38%	DFND
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.5M	302286734	4.62%	DFND
5	ISHARES TR	CORE S&P SCP ETF	$5.4M	43438406	3.34%	DFND
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.2M	27094873	3.21%	DFND
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.4M	95853856	2.70%	DFND
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.3M	80160119	2.68%	DFND
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	64148091	2.54%	DFND
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6112403	2.46%	DFND
11	ISHARES TR	20 YR TR BD ETF	$3.8M	44380392	2.38%	DFND
12	ISHARES TR	CORE MSCI EAFE	$3.3M	36342282	2.03%	DFND
13	ISHARES TR	MSCI USA VALUE	$3.3M	23028163	2.02%	DFND
14	ISHARES TR	MSCI INTL QUALTY	$2.6M	56735506	1.62%	DFND
15	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.9M	38571552	1.19%	DFND
16	INVESCO QQQ TR	UNIT SER 1	$1.8M	3182188	1.13%	DFND
17	VANGUARD INDEX FDS	MID CAP ETF	$1.8M	6309032	1.12%	DFND
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2887575	1.07%	DFND
19	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.6M	31175901	1.02%	DFND
20	ISHARES TR	CORE UNIVRSL USD	$1.4M	30338047	0.87%	DFND
21	ISHARES INC	CORE MSCI EMKT	$1.4M	19440275	0.84%	DFND
22	ISHARES TR	CORE US AGGBD ET	$1.3M	12962808	0.79%	DFND
23	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	12831491	0.70%	DFND
24	NVIDIA CORPORATION	COM	$1.0M	5796037	0.62%	DFND
25	ISHARES TR	NATIONAL MUN ETF	$945K	8903359	0.58%	DFND
26	APPLE INC	COM	$932K	3673641	0.58%	DFND
27	VANGUARD BD INDEX FDS	INTERMED TERM	$931K	12069986	0.58%	DFND
28	SCHWAB STRATEGIC TR	US LRG CAP ETF	$892K	34809568	0.55%	DFND
29	VANGUARD INDEX FDS	VALUE ETF	$890K	4540035	0.55%	DFND
30	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$886K	7085798	0.55%	DFND
31	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$877K	3694937	0.54%	DFND
32	VANGUARD INDEX FDS	LARGE CAP ETF	$849K	2841612	0.52%	DFND
33	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$842K	19806076	0.52%	DFND
34	MICROSOFT CORP	COM	$831K	2247277	0.51%	DFND
35	ISHARES TR	INTL EQTY FACTOR	$787K	20220438	0.49%	DFND
36	VANGUARD INDEX FDS	GROWTH ETF	$775K	1775949	0.48%	DFND
37	BLACKROCK ETF TRUST	ISHARES US EQUIT	$770K	13249358	0.48%	DFND
38	AMAZON COM INC	COM	$758K	3642218	0.47%	DFND
39	VANGUARD INDEX FDS	SMALL CP ETF	$736K	2812991	0.45%	DFND
40	ISHARES TR	MSCI INTL VLU FT	$721K	18186706	0.45%	DFND
41	ALPHABET INC	CAP STK CL A	$650K	2260545	0.40%	DFND
42	ISHARES GOLD TR	ISHARES NEW	$568K	6449886	0.35%	DFND
43	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$533K	864768	0.33%	DFND
44	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$520K	12947006	0.32%	DFND
45	ISHARES TR	RUS 1000 ETF	$492K	1380105	0.30%	DFND
46	PACER FDS TR	US CASH COWS 100	$478K	7643470	0.30%	DFND
47	ISHARES TR	7-10 YR TRSY BD	$462K	4850856	0.29%	DFND
48	VANGUARD WORLD FD	INF TECH ETF	$435K	624524	0.27%	DFND
49	FIDELITY COVINGTON TRUST	ENHANCED INTL	$432K	11625396	0.27%	DFND
50	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$421K	13734714	0.26%	DFND

1–50 of 4,053

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.