Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

NorthLanding Financial Partners

Latest statistics and disclosures from NorthLanding Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, VCRB, VTV, AGG, and represent 69.58% of NorthLanding Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VCRB, AGG, C, EMB, VNQ, EEMS, VXUS, BSV, TIP, BND.
Started 2 new stock positions in C, EMB.
Reduced shares in these 10 stocks: IVV, PANW, HYG, IJH, IEMG, IEFA, IJS, IVW, FTEC, AAPL.
Sold out of its position in HYG.
NorthLanding Financial Partners was a net buyer of stock by $582k.
NorthLanding Financial Partners has $120M in assets under management (AUM), dropping by 6.07%.
Central Index Key (CIK): 0001655982

Tip: Access up to 7 years of quarterly data

Positions held by NorthLanding Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for NorthLanding Financial Partners

NorthLanding Financial Partners holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.8	$32M	-2%	48k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	18.4	$22M		253k	87.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	8.3	$10M	+8%	127k	78.41	View chart
Vanguard Index Fds Value Etf (VTV)	8.2	$9.8M		53k	186.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.8	$9.4M	+8%	94k	100.25	View chart
Ishares Core Msci Emkt (IEMG)	3.8	$4.6M		69k	65.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$3.4M		57k	59.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$2.8M		14k	208.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$2.6M	-4%	40k	65.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.1	$2.5M	+4%	28k	91.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$2.0M		9.7k	206.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$2.0M		4.1k	479.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$1.5M		6.8k	222.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.3	$1.5M		2.00	754200.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$1.4M		19k	73.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$1.1M		8.9k	120.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$1.0M		1.4k	746.45	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.8	$937k	+3%	14k	67.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$722k		13k	54.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$599k		1.2k	502.93	View chart
Apple (AAPL)	0.4	$529k	-2%	2.1k	254.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$518k		1.8k	293.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$465k		6.5k	71.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$455k		4.1k	111.21	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	0.4	$454k		8.8k	51.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$442k		5.9k	74.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$440k	-8%	4.0k	110.59	View chart
Microsoft Corporation (MSFT)	0.3	$394k		761.00	517.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$341k		5.8k	58.85	View chart
Paychex (PAYX)	0.3	$338k		2.7k	126.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$326k		4.1k	80.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$290k		1.2k	243.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$276k		1.1k	254.23	View chart
Palo Alto Networks (PANW)	0.2	$275k	-50%	1.4k	203.62	View chart
Vanguard World Industrial Etf (VIS)	0.2	$271k		913.00	296.40	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$269k		9.7k	27.81	View chart
Vanguard World Energy Etf (VDE)	0.2	$266k		2.1k	125.88	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$248k		5.2k	47.51	View chart
Citigroup Com New (C)	0.2	$232k	NEW	2.3k	101.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$230k		2.7k	84.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$219k	+5%	2.8k	78.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$216k		1.9k	113.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$208k	NEW	2.2k	95.19	View chart

Past Filings by NorthLanding Financial Partners

SEC 13F filings are viewable for NorthLanding Financial Partners going back to 2022

NorthLanding Financial Partners 2025 Q3 filed Oct. 28, 2025
NorthLanding Financial Partners 2025 Q2 filed Aug. 14, 2025
NorthLanding Financial Partners 2025 Q1 filed April 21, 2025
NorthLanding Financial Partners 2024 Q4 filed Jan. 17, 2025
NorthLanding Financial Partners 2024 Q3 filed Oct. 23, 2024
NorthLanding Financial Partners 2024 Q2 amended filed July 18, 2024
NorthLanding Financial Partners 2024 Q2 filed July 10, 2024
NorthLanding Financial Partners 2024 Q1 filed May 8, 2024
NorthLanding Financial Partners 2023 Q4 filed Feb. 2, 2024
NorthLanding Financial Partners 2023 Q3 filed Oct. 30, 2023
NorthLanding Financial Partners 2023 Q2 filed Aug. 8, 2023
NorthLanding Financial Partners 2023 Q1 filed April 27, 2023
NorthLanding Financial Partners 2022 Q4 filed Feb. 3, 2023
NorthLanding Financial Partners 2022 Q3 filed Nov. 14, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z