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, IEMG, and represent 75.27% of NorthLanding Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: VCRB (+$11M), VTV, IVV, EVSD, GTO, BND, VCIT, VDE, IDEV, VXUS.
  • Reduced shares in these 10 stocks: AGG (-$8.6M), VNQ, IEFA, IEMG, VEA, IVE, VUG, FTEC, VB, FREL.
  • NorthLanding Financial Partners was a net buyer of stock by $859k.
  • NorthLanding Financial Partners has $124M in assets under management (AUM), dropping by -0.40%.
  • 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for NorthLanding Financial Partners

NorthLanding Financial Partners holds 41 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
Ishares Tr Core S&p500 Etf (IVV) 26.3 $33M +2% 50k 653.21
 View chart
Ishares Tr Core Msci Eafe (IEFA) 18.9 $23M 258k 90.53
 View chart
Vanguard Malvern Fds Core Bd Etf (VCRB) 17.2 $21M +100% 275k 77.38
 View chart
Vanguard Index Fds Value Etf (VTV) 9.2 $11M +8% 58k 196.20
 View chart
Ishares Core Msci Emkt (IEMG) 3.7 $4.6M -5% 66k 69.75
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.6M -2% 56k 64.08
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $3.0M 14k 217.25
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.8M 41k 67.53
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $1.9M -3% 9.1k 211.15
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.7M -2% 4.0k 436.74
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.4M 19k 77.11
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.4M -85% 15k 99.27
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $1.4M 2.00 718140.00
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.1 $1.4M -2% 6.5k 208.05
 View chart
Ishares Em Mkt Sm-cp Etf (EEMS) 0.8 $1.0M 15k 69.18
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $990k 8.8k 113.11
 View chart
Vanguard World Inf Tech Etf (VGT) 0.8 $935k 1.3k 697.51
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $712k 13k 54.05
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $620k -75% 7.0k 88.70
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $567k 1.2k 479.39
 View chart
Apple (AAPL) 0.4 $528k 2.1k 253.80
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $500k 1.7k 287.12
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $490k 6.5k 75.10
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $469k 4.0k 118.44
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.4 $453k 4.1k 110.35
 View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 0.4 $445k 8.7k 50.94
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $438k 5.9k 73.64
 View chart
Vanguard World Energy Etf (VDE) 0.3 $368k 2.1k 173.01
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $343k 1.2k 287.56
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.3 $342k 4.1k 83.58
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $337k 5.8k 58.54
 View chart
Microsoft Corporation (MSFT) 0.2 $282k 761.00 370.06
 View chart
Vanguard World Industrial Etf (VIS) 0.2 $276k 883.00 312.19
 View chart
Paychex (PAYX) 0.2 $260k 2.8k 92.12
 View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $247k -5% 9.2k 26.91
 View chart
Invesco Actively Managed Exc Total Return (GTO) 0.2 $241k 5.2k 46.83
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $230k -10% 877.00 261.94
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $229k 2.8k 82.75
 View chart
Palo Alto Networks (PANW) 0.2 $216k 1.4k 160.32
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $212k 1.9k 111.40
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $205k 2.2k 93.93
 View chart

Past Filings by NorthLanding Financial Partners

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