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Northern Lights Advisors

Latest statistics and disclosures from Northern Lights Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, MSFT, IWF, IEMG, IWD, and represent 39.02% of Northern Lights Advisors's stock portfolio.
Added to shares of these 10 stocks: MSFT, AAPL, BRK.A, VEA, VTIP, VUG, AMZN, COST, VTV, SCMB.
Started 3 new stock positions in SCMB, VEU, COST.
Reduced shares in these 8 stocks: VTI, BKNG, IWD, MUB, BND, VOE, VOOG, VOO.
Northern Lights Advisors was a net buyer of stock by $6.8M.
Northern Lights Advisors has $148M in assets under management (AUM), dropping by 1.27%.
Central Index Key (CIK): 0002127798

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Positions held by Northern Lights Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Northern Lights Advisors

Northern Lights Advisors holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.3	$24M	+2%	376k	64.08	View chart
Microsoft Corporation (MSFT)	5.9	$8.7M	+21%	24k	370.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.9	$8.7M		20k	426.39	View chart
Ishares Core Msci Emkt (IEMG)	5.7	$8.3M		120k	69.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	5.3	$7.8M		37k	213.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.0	$7.3M	+2%	147k	49.89	View chart
Amazon (AMZN)	4.8	$7.1M	+6%	34k	208.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$5.9M	-5%	19k	320.81	View chart
Apple (AAPL)	3.6	$5.3M	+26%	21k	253.79	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$4.6M	+7%	23k	196.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$4.6M	+2%	46k	99.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.0	$4.5M	+11%	90k	49.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$4.3M		79k	54.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$3.8M		39k	97.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.5	$3.7M		10k	356.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.1	$3.1M		10k	302.26	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.1	$3.1M	+4%	28k	108.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.0	$3.0M		16k	184.28	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$2.8M	+18%	6.4k	436.81	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.6	$2.4M		103k	23.22	View chart
NVIDIA Corporation (NVDA)	1.6	$2.3M	+4%	13k	174.40	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.2	$1.8M	+4%	36k	50.04	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.0	$1.5M		7.2k	203.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$1.4M		58k	25.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$1.4M	+100%	2.00	718140.00	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.3M	-3%	13k	106.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.3M		4.6k	287.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$1.3M		16k	82.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$947k		12k	77.11	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$885k		2.2k	407.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$882k	+2%	1.8k	479.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$693k		1.2k	597.73	View chart
Netflix (NFLX)	0.5	$670k	+5%	7.0k	96.15	View chart
Meta Platforms Cl A (META)	0.4	$647k	+3%	1.1k	572.13	View chart
Broadcom (AVGO)	0.4	$637k	+11%	2.1k	309.58	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$595k		4.1k	145.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$520k	+2%	1.8k	286.86	View chart
Tesla Motors (TSLA)	0.3	$482k	+4%	1.3k	371.75	View chart
Booking Holdings (BKNG)	0.3	$467k	-34%	111.00	4210.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$463k	-4%	6.3k	73.64	View chart
salesforce (CRM)	0.3	$393k	+6%	2.1k	186.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$391k	+5%	1.2k	337.95	View chart
Costco Wholesale Corporation (COST)	0.3	$391k	NEW	393.00	995.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$368k	+8%	2.2k	169.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$329k		6.2k	52.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$321k		555.00	577.51	View chart
Eli Lilly & Co. (LLY)	0.2	$316k	+16%	343.00	920.12	View chart
JPMorgan Chase & Co. (JPM)	0.2	$315k	+7%	1.1k	294.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$313k		1.1k	287.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$298k		2.1k	144.71	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$242k	NEW	9.5k	25.48	View chart
Rocket Cos Com Cl A (RKT)	0.2	$236k		17k	14.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$206k	NEW	2.7k	75.09	View chart
C4 Therapeutics Com Stk (CCCC)	0.0	$34k		13k	2.63	View chart
Quantum Si Com Cl A (QSI)	0.0	$23k		30k	0.77	View chart
Fate Therapeutics (FATE)	0.0	$12k		10k	1.20	View chart
Tenaya Therapeutics (TNYA)	0.0	$10k		15k	0.69	View chart

Past Filings by Northern Lights Advisors

SEC 13F filings are viewable for Northern Lights Advisors going back to 2025

Northern Lights Advisors 2026 Q1 filed April 21, 2026
Northern Lights Advisors 2025 Q4 filed April 20, 2026

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