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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 71.99% of NorthLanding Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VGT, VUG, IVV, VEA, IEFA, IVE, VIGI, VO, C, VCRB.
Started 4 new stock positions in IVOO, C, VIGI, XOM.
Reduced shares in these 6 stocks: VGSH, AGG, VNQ, FTEC, VB, FREL.
NorthLanding Financial Partners was a net buyer of stock by $12M.
NorthLanding Financial Partners has $145M in assets under management (AUM), dropping by 16.54%.
Central Index Key (CIK): 0001655982

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Portfolio Holdings for NorthLanding Financial Partners

NorthLanding Financial Partners holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.5	$38M	+2%	51k	748.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	17.8	$26M	+3%	267k	96.58	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	14.9	$22M		279k	77.23	View chart
Vanguard Index Fds Value Etf (VTV)	8.9	$13M		59k	217.93	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$5.6M	+2%	68k	82.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$4.9M	+22%	69k	71.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$3.5M		14k	242.98	View chart
Vanguard World Inf Tech Etf (VGT)	2.3	$3.3M	+1960%	28k	119.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$3.2M		42k	77.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$2.7M	+29%	12k	227.06	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$2.0M	+498%	24k	86.14	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$1.8M		6.5k	285.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.6M		19k	85.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$1.5M		2.00	748850.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$1.4M	+19%	10k	137.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$1.4M	-2%	14k	98.98	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.8	$1.2M	+5%	15k	75.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$818k	+38%	1.6k	500.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$786k		13k	59.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$690k	+27%	5.0k	136.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$681k	+385%	8.5k	80.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$676k	+54%	9.2k	73.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$654k	-3%	6.8k	96.43	View chart
Apple (AAPL)	0.4	$611k		2.1k	289.30	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$554k	NEW	5.9k	93.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$546k		6.5k	83.75	View chart
Palo Alto Networks (PANW)	0.3	$460k		1.4k	341.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$452k		4.1k	109.42	View chart
Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD)	0.3	$449k		8.8k	50.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$426k		1.2k	357.37	View chart
Paychex (PAYX)	0.3	$401k	+44%	4.1k	98.34	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$364k		4.1k	89.02	View chart
Vanguard World Energy Etf (VDE)	0.2	$321k		2.1k	150.14	View chart
Vanguard World Industrial Etf (VIS)	0.2	$319k		885.00	360.29	View chart
Citigroup Com New (C)	0.2	$307k	NEW	2.2k	139.96	View chart
Microsoft Corporation (MSFT)	0.2	$290k	+2%	777.00	372.91	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$268k		9.2k	29.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$263k		869.00	302.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$260k	-22%	4.5k	58.20	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$244k		5.2k	46.87	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$237k		1.9k	124.45	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$230k	NEW	1.8k	130.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$228k		2.8k	82.66	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$211k		2.2k	96.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$201k	NEW	1.5k	136.69	View chart

Past Filings by NorthLanding Financial Partners

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

NorthLanding Financial Partners 2026 Q2 filed July 23, 2026
NorthLanding Financial Partners 2026 Q1 filed April 27, 2026
NorthLanding Financial Partners 2025 Q4 filed Jan. 26, 2026
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

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