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Northwestern Mutual Wealth Management Co

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 1141802

Reported value
$187.2bn
9% in companies we cover
Positions we cover
2,147
Largest NVDA 0.6%
Copy, a year
+15.1%
S&P 500 +14.1%
Copy Sharpe ratio
0.82
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $63.8k$56.8k
CopyS&P 500 $10,000 copying Northwestern Mutual Wealth Management Co's filed holdings in companies we cover from August 23, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.0% (S&P 500 −31.8%); beta 1.01; alpha +0.8% a year (t = 1.43); last 12 months +10.3% against +12.1%.

Reported value by quarter

Northwestern Mutual Wealth Management Co: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $20T $40T $60T $80T Reported value, 2013-06-30: $1.7B Reported value, 2013-09-30: $1.9B Reported value, 2013-12-31: $2.2B Reported value, 2014-03-31: $2.4B Reported value, 2014-06-30: $2.6B Reported value, 2014-09-30: $2.9B Reported value, 2014-12-31: $3.2B Reported value, 2015-03-31: $3.6B Reported value, 2015-06-30: $3.9B Reported value, 2015-09-30: $4.2B Reported value, 2015-12-31: $5B Reported value, 2016-03-31: $6.2B Reported value, 2016-06-30: $7B Reported value, 2016-09-30: $1.5B Reported value, 2016-12-31: $9.2B Reported value, 2017-03-31: $11B Reported value, 2017-06-30: $12.5B Reported value, 2017-09-30: $14B Reported value, 2017-12-31: $15.7B Reported value, 2018-03-31: $16.5B Reported value, 2018-06-30: $17.9B Reported value, 2018-09-30: $19.8B Reported value, 2018-12-31: $20B Reported value, 2019-03-31: $22.8B Reported value, 2019-06-30: $24.9B Reported value, 2019-09-30: $26.3B Reported value, 2019-12-31: $29.3B Reported value, 2020-03-31: $25.9B Reported value, 2020-06-30: $32.4B Reported value, 2020-09-30: $37.2B Reported value, 2020-12-31: $43.3B Reported value, 2021-03-31: $47.1B Reported value, 2021-06-30: $52.7B Reported value, 2021-09-30: $54.7B Reported value, 2021-12-31: $61.2B Reported value, 2022-03-31: $62.4B Reported value, 2022-06-30: $58.2B Reported value, 2022-09-30: $57.3B Reported value, 2022-12-31: $66.1T Reported value, 2023-03-31: $71.6B Reported value, 2023-06-30: $77.4B Reported value, 2023-09-30: $76.9B Reported value, 2023-12-31: $88.7B Reported value, 2024-03-31: $97.3B Reported value, 2024-06-30: $101.4B Reported value, 2024-09-30: $112.6B Reported value, 2024-12-31: $118.5B Reported value, 2025-03-31: $122.3B Reported value, 2025-06-30: $137.2B Reported value, 2025-09-30: $150B Reported value, 2025-12-31: $158.1B Reported value, 2026-03-31: $162.4B Reported value, 2026-06-30: $187.2B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $187.2B
View chart data
Period Reported value
2013-06-30 $1.7B
2013-09-30 $1.9B
2013-12-31 $2.2B
2014-03-31 $2.4B
2014-06-30 $2.6B
2014-09-30 $2.9B
2014-12-31 $3.2B
2015-03-31 $3.6B
2015-06-30 $3.9B
2015-09-30 $4.2B
2015-12-31 $5B
2016-03-31 $6.2B
2016-06-30 $7B
2016-09-30 $1.5B
2016-12-31 $9.2B
2017-03-31 $11B
2017-06-30 $12.5B
2017-09-30 $14B
2017-12-31 $15.7B
2018-03-31 $16.5B
2018-06-30 $17.9B
2018-09-30 $19.8B
2018-12-31 $20B
2019-03-31 $22.8B
2019-06-30 $24.9B
2019-09-30 $26.3B
2019-12-31 $29.3B
2020-03-31 $25.9B
2020-06-30 $32.4B
2020-09-30 $37.2B
2020-12-31 $43.3B
2021-03-31 $47.1B
2021-06-30 $52.7B
2021-09-30 $54.7B
2021-12-31 $61.2B
2022-03-31 $62.4B
2022-06-30 $58.2B
2022-09-30 $57.3B
2022-12-31 $66.1T
2023-03-31 $71.6B
2023-06-30 $77.4B
2023-09-30 $76.9B
2023-12-31 $88.7B
2024-03-31 $97.3B
2024-06-30 $101.4B
2024-09-30 $112.6B
2024-12-31 $118.5B
2025-03-31 $122.3B
2025-06-30 $137.2B
2025-09-30 $150B
2025-12-31 $158.1B
2026-03-31 $162.4B
2026-06-30 $187.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation0.63%$1.2bn5.92M+2.2% Added
AAPLApple Inc.0.55%$1.0bn3.57M−2.8% Reduced
AMZNAmazon0.47%$873.4m3.66M+0.6% Added
MSFTMicrosoft Corporation0.46%$858.0m2.30M+2.3% Added
GOOGLAlphabet Inc. (Class A)0.42%$791.1m2.21M−2.1% Reduced
AVGOBroadcom0.24%$453.9m1.20M+8.7% Added
METAMeta Platforms0.23%$426.7m757.5K+9.4% Added
JPMJPMorgan Chase0.20%$383.1m1.17M+2.9% Added
AMATApplied Materials0.17%$313.6m433.8K−4.6% Reduced
LLYLilly (Eli)0.15%$290.6m242.3K−0.2%
AMDAdvanced Micro Devices0.15%$279.1m480.5K−24.9% Reduced
LRCXLam Research0.15%$275.3m635.4K+4.0% Added
TSMTaiwan Semiconductor Manufacturing Co LTD0.15%$275.0m575.9K+0.5%
VVisa Inc.0.11%$209.9m611.9K+5.6% Added
KLACKLA Corporation0.11%$199.9m662.7K+863.2% Added
CATCaterpillar Inc.0.10%$192.7m180.9K+2.3% Added
PANWPalo Alto Networks0.10%$187.7m550.5K−0.2%
MUMicron Technology0.10%$187.6m162.5K0.0%
COSTCostco0.10%$177.2m189.5K−1.4% Reduced
CVXChevron Corporation0.09%$161.3m973.3K+51.0% Added
TSLATesla, Inc.0.07%$139.6m331.8K+0.4%
MAMastercard0.07%$135.9m264.7K+2.9% Added
HDThe Home Depot0.06%$118.5m336.1K+5.7% Added
MRVLMarvell Technology0.06%$113.9m382.3K−49.3% Reduced
UNHUnitedHealth Group0.06%$113.4m272.7K+4.1% Added
PGProcter & Gamble0.06%$108.5m739.6K−0.6% Reduced
RTXRTX Corporation0.06%$107.0m563.8K+2.0% Added
ETNEaton Corporation0.05%$98.9m232.2K+10.3% Added
GSGoldman Sachs0.05%$98.8m97.7K+5.2% Added
WMTWalmart0.05%$98.7m871.4K−2.7% Reduced
JNJJohnson & Johnson0.05%$93.8m369.3K−3.8% Reduced
DELLDell Technologies0.05%$91.6m212.4K−39.6% Reduced
CCitigroup0.05%$89.2m637.6K−14.8% Reduced
ANETArista Networks0.05%$88.9m523.1K−3.3% Reduced
DEDeere & Company0.05%$88.7m139.9K+2.5% Added
COFCapital One0.05%$88.5m441.1K+6.9% Added
PMPhilip Morris International0.05%$87.8m485.3K+1.6% Added
AXPAmerican Express0.04%$80.3m237.3K+3.0% Added
ORCLOracle Corporation0.04%$77.3m527.2K−3.7% Reduced
MKSIMKS Inc0.04%$77.0m173.2K+76880.9% Added
UNPUnion Pacific Corporation0.04%$76.3m280.4K+1.9% Added
PHParker Hannifin0.04%$75.6m77.3K−4.8% Reduced
VSTVistra Corp.0.04%$71.2m449.1K+14.8% Added
TFCTruist Financial0.04%$71.1m1.43M−0.2%
VLOValero Energy0.04%$69.7m267.4K+4.2% Added
CRWDCrowdStrike0.04%$69.2m90.7K−23.1% Reduced
IQVIQVIA0.04%$68.9m356.5K+3.0% Added
APPApplovin Corp0.04%$68.9m133.7K+12.6% Added
TJXTJX Companies0.04%$68.5m452.4K+2.7% Added
ASMLAsml Holding NV0.04%$68.1m34.2K+5.4% Added
ONTOOnto Innovation Inc.0.04%$67.7m178.9K+23351.9% Added
ABBVAbbVie0.04%$67.6m268.7K−1.4% Reduced
EMREmerson Electric0.04%$67.0m468.0K+2.4% Added
KEYSKeysight Technologies0.04%$66.9m191.1K+29.3% Added
ISRGIntuitive Surgical0.04%$66.3m166.8K+22.0% Added
HLTHilton Worldwide0.04%$66.3m200.6K+2.4% Added
CRMSalesforce0.04%$66.0m421.3K−0.8% Reduced
FORMFormfactor Inc0.04%$65.3m408.4K+583368.6% Added
IBMIBM0.04%$64.8m230.3K+11.8% Added
ELVElevance Health0.03%$62.4m161.4K+5.4% Added
TMOThermo Fisher Scientific0.03%$61.1m121.8K−0.7% Reduced
TTWOTake TWO Interactive Software Inc0.03%$60.7m242.7K−0.2%
CNQCanadian Natural Resources Ltd0.03%$60.6m1.53M+68.4% Added
GEGE Aerospace0.03%$58.8m157.3K−4.3% Reduced
NRGNRG Energy0.03%$58.5m400.5K+3.6% Added
GEVGE Vernova0.03%$57.4m48.8K+17.5% Added
COPConocoPhillips0.03%$57.1m549.1K+2.0% Added
SPOTSpotify Technology S.a.0.03%$56.6m123.4K+35.7% Added
CSCOCisco0.03%$51.8m440.9K−1.4% Reduced
STXSeagate Technology0.03%$51.2m53.1K+41.6% Added
GLWCorning Inc.0.03%$50.7m198.3K+84.4% Added
STMStmicroelectronics N.V.0.03%$50.2m670.5K+9248.9% Added
SCHWCharles Schwab Corporation0.03%$50.1m542.6K+7.3% Added
MRKMerck & Co.0.03%$49.7m386.7K−9.5% Reduced
SHWSherwin-Williams0.03%$48.4m140.7K+1.5% Added
SPGIS&P Global0.03%$48.0m117.9K+3.5% Added
NFLXNetflix0.03%$47.6m666.9K+6.7% Added
PLTRPalantir Technologies Inc.0.03%$47.0m402.9K+22.0% Added
LHXL3Harris0.02%$44.8m154.1K−1.7% Reduced
HUBBHubbell Incorporated0.02%$43.3m82.8K+0.2%
CPAYCorpay0.02%$43.2m129.6K+3.4% Added
INTCIntel0.02%$43.1m308.3K+29.3% Added
AKAMAkamai Technologies0.02%$42.4m358.7K+1.1% Added
RDDTReddit, Inc.0.02%$42.0m242.0K+17.5% Added
BACBank of America0.02%$41.5m728.1K+11.2% Added
ICEIntercontinental Exchange0.02%$40.0m324.6K+1.2% Added
MASMasco0.02%$38.3m470.5K+4851.0% Added
VRTVertiv0.02%$38.2m114.1K+34.7% Added
RLRalph Lauren Corporation0.02%$37.1m92.3K+7.3% Added
NEMNewmont0.02%$36.2m387.4K+7.9% Added
BSXBoston Scientific0.02%$35.8m839.5K−1.7% Reduced
KOThe Coca-Cola Company0.02%$35.8m440.8K−9.0% Reduced
PEverpure0.02%$34.7m440.5K+1.7% Added
NEENextEra Energy0.02%$34.3m391.2K+2.9% Added
LITELumentum0.02%$32.5m37.9K+129.0% Added
SNDKSandisk0.02%$32.4m14.3K+19.8% Added
SMTCSemtech Corp0.02%$31.3m193.6K+10182.8% Added
PEPPepsiCo0.02%$30.4m224.2K+0.3%
ONON Semiconductor Corp0.02%$30.1m318.4K+3532.4% Added
UBERUber0.02%$29.8m412.3K+24.2% Added
MCDMcDonald's0.01%$28.4m104.9K−8.7% Reduced
DISThe Walt Disney Company0.01%$27.8m288.7K+0.2%
MSMorgan Stanley0.01%$27.5m131.7K−1.1% Reduced
WDCWestern Digital0.01%$26.9m42.1K+65.7% Added
SHOPShopify Inc.0.01%$26.4m231.3K+7.9% Added
SHELShell plc0.01%$25.7m331.8K−4.1% Reduced
BABoeing0.01%$25.6m118.2K+2.2% Added
BLKBlackRock0.01%$25.4m26.5K−4.5% Reduced
TXNTexas Instruments0.01%$24.8m83.1K+0.1%
ABTAbbott Laboratories0.01%$23.2m255.3K+2.8% Added
LMTLockheed Martin0.01%$22.8m44.7K−2.2% Reduced
SOSouthern Company0.01%$22.0m230.3K+3.9% Added
VZVerizon0.01%$21.9m516.1K0.0%
ARMARM Holdings PLC0.01%$21.8m61.4K−24.7% Reduced
AMGNAmgen0.01%$21.2m58.5K+1.0% Added
TAT&T0.01%$21.0m1.02M+1.1% Added
COHRCoherent Corp.0.01%$20.3m51.5K+379.5% Added
RACEFerrari N.V.0.01%$20.2m54.3K+24.4% Added
PWRQuanta Services0.01%$20.1m28.0K+3.2% Added
QCOMQualcomm0.01%$19.9m107.6K+6.8% Added
MOAltria0.01%$19.2m266.4K−2.9% Reduced
DUKDuke Energy0.01%$19.2m151.4K+5.8% Added
WFCWells Fargo0.01%$19.1m231.4K+0.2%
APHAmphenol0.01%$18.8m106.4K−4.4% Reduced
CSXCSX Corporation0.01%$18.6m391.2K+5.7% Added
CIENCiena0.01%$18.4m37.6K+589.2% Added
CMICummins0.01%$18.3m25.6K−2.0% Reduced
GDGeneral Dynamics0.01%$17.1m48.4K+5.5% Added
CEGConstellation Energy0.01%$16.8m67.5K+12.0% Added
COINCoinbase0.01%$16.8m114.7K+12.4% Added
BXBlackstone Inc.0.01%$16.4m139.7K+5.7% Added
NOWServiceNow0.01%$16.1m162.0K−11.4% Reduced
USBU.S. Bancorp0.01%$15.9m263.7K+9.5% Added
MDTMedtronic0.01%$15.9m203.4K−11.2% Reduced
ATIATI Inc0.01%$15.5m78.6K−0.9% Reduced
WELLWelltower0.01%$15.4m67.9K−21.1% Reduced
BMYBristol Myers Squibb0.01%$15.4m266.9K−34.9% Reduced
TERTeradyne0.01%$15.0m31.1K+264.7% Added
MELIMercadolibre Inc0.01%$15.0m8.8K−14.3% Reduced
ROKRockwell Automation0.01%$14.7m29.7K+46.2% Added
MPMP Materials Corp. / DE0.01%$14.5m259.7K+35.0% Added
LINLinde plc0.01%$14.5m27.9K+19.3% Added
TGTTarget Corporation0.01%$14.3m109.2K+4.2% Added
SYKStryker Corporation0.01%$14.2m45.2K+4.8% Added
LOWLowe's0.01%$13.9m63.2K−1.8% Reduced
WMWaste Management0.01%$13.4m60.0K−4.7% Reduced
ADPAutomatic Data Processing0.01%$13.3m59.3K+0.6% Added
BNYBNY Mellon0.01%$13.2m91.5K−26.0% Reduced
MMM3M0.01%$13.2m81.4K−3.6% Reduced
ALLAllstate0.01%$13.1m54.9K−5.1% Reduced
CompanyBought (value)Shares
KLACKLA Corporation$179.2m593.9K
MKSIMKS Inc$76.9m173.0K
ONTOOnto Innovation Inc.$67.4m178.2K
FORMFormfactor Inc$65.3m408.4K
CVXChevron Corporation$54.5m328.8K
STMStmicroelectronics N.V.$49.7m663.3K
MASMasco$37.5m461.0K
METAMeta Platforms$36.5m64.9K
AVGOBroadcom$36.5m96.5K
SMTCSemtech Corp$31.0m191.7K
ONON Semiconductor Corp$29.3m309.6K
NVDANVIDIA Corporation$25.4m127.0K
CNQCanadian Natural Resources Ltd$24.6m622.7K
GLWCorning Inc.$23.2m90.8K
MSFTMicrosoft Corporation$19.7m52.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
MRVLMarvell Technology−$110.9m−372.5K
AMDAdvanced Micro Devices−$92.3m−159.0K
ROKURoku, Inc−$65.3m−473.0K
DELLDell Technologies−$60.1m−139.2K
MTZMastec Inc−$57.5m−138.2K
SNPSSynopsys Inc−$40.7m−91.2K
PNRPentair−$33.3m−433.9K
AAPLApple Inc.−$29.7m−102.6K
SOFISoFi Technologies, Inc.−$24.0m−1.34M
CRWDCrowdStrike−$20.8m−27.2K
GWREGuidewire Software, Inc.−$19.9m−161.3K
GOOGLAlphabet Inc. (Class A)−$16.7m−46.7K
CCitigroup−$15.5m−110.5K
AMATApplied Materials−$15.1m−20.9K
OKEOneok−$11.3m−129.9K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
OIO-i Glass, Inc.$1.0m97.3K
CTOSCustom Truck One Source, Inc.$131,40020.0K
VOYGVoyager Technologies, Inc.$83,2683.6K
SRSpire Inc$82,482911
CRAICRA International, Inc.$66,857413
PACKRanpak Holdings Corp.$60,69017.0K
GNKGenco Shipping & Trading LTD$52,0232.3K
CRKComstock Resources Inc$50,5922.4K
INDBIndependent Bank Corp$47,683634
ZETAZeta Global Holdings Corp.$44,5762.8K
SRCE1st Source Corp$43,256625
XMTRXometry, Inc.$41,2081.0K
SERVServe Robotics Inc.$35,7864.2K
CRMDCormedix Inc.$32,3754.8K
PDLBPonce Financial Group, Inc.$31,6651.9K
GLPGlobal Partners LP$31,575750
INODInnodata Inc$28,579740
LABStandard Biotools Inc.$28,22530.7K
EFCEllington Financial Inc.$26,6622.3K
NOVTNovanta Inc$25,512216
FHTXFoghorn Therapeutics Inc.$25,3105.3K
SEZLSezzle Inc.$23,734375
PRCHPorch Group, Inc.$22,5783.1K
CFFIC & F Financial Corp$21,882300
FRMEFirst Merchants Corp$21,611558
EBCEastern Bankshares, Inc.$21,5161.1K
MGYRMagyar Bancorp, Inc.$21,1361.2K
XPOFXponential Fitness, Inc.$21,0703.5K
MPBMID Penn Bancorp Inc$20,550639
TRUPTrupanion, Inc.$19,208750
  • Technology43.4%
  • Financials11.1%
  • Consumer Discretionary9.4%
  • Communication Services9.3%
  • Industrials8.9%
  • Health Care7.1%
  • Consumer Staples4.0%
  • Energy3.0%
  • Utilities1.8%
  • Materials1.3%
  • Real Estate0.7%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 23, 2013 to November 2, 2026+15.1%+14.1%0.820.78−31.0%1.01
2018 onwardsJanuary 5, 2018 to November 2, 2026+14.7%+13.9%0.690.66−31.0%1.02
Last three yearsNovember 3, 2023 to November 2, 2026+21.3%+21.8%1.071.16−18.1%1.06
Last yearNovember 7, 2025 to November 2, 2026+12.8%+14.2%0.660.84−9.9%1.10

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.