Northwestern Mutual Wealth Management Co.
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$162.4B
Holdings
4,104
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 33.84M shares)
13.9%
02
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 130.90M shares)
6.1%
03
$IJH
ISHARES TR
Q1 2026: Exited (was 124.79M shares)
5.4%
04
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 297.75M shares)
4.6%
05
$IJR
ISHARES TR
Q1 2026: Exited (was 42.56M shares)
3.3%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 26.25M shares)
3.2%
07
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Exited (was 92.44M shares)
2.7%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 78.22M shares)
2.7%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 61.89M shares)
2.5%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 5.95M shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:31 UTC.