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NorthRock Partners

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

Top 5 stock holdings are JMTG, VOO, SPYM, VGSH, SPYV, and represent 27.76% of NorthRock Partners's stock portfolio.
Added to shares of these 10 stocks: VOO (+$279M), QQQ (+$218M), HEFA (+$112M), IGF (+$89M), IWB (+$83M), ROUS (+$77M), JMTG (+$70M), IWR (+$66M), IUSB (+$54M), SPEM (+$53M).
Started 167 new stock positions in SPXL, EAGG, WPC, VCR, SPLV, BAI, XLC, AGG, NML, NVS.
Reduced shares in these 10 stocks: , NVDA (-$23M), SPY (-$22M), GOOGL (-$20M), SPYV (-$12M), META (-$12M), AMZN (-$11M), AVGO (-$10M), SPYG (-$9.8M), IWF (-$8.8M).
Sold out of its positions in ADT, ADV, ARE, ATI, LNT, AEP, AWR, AWK, AME, ANSS.
NorthRock Partners was a net buyer of stock by $1.8B.
NorthRock Partners has $5.9B in assets under management (AUM), dropping by 54.35%.
Central Index Key (CIK): 0001632097

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Portfolio Holdings for NorthRock Partners

NorthRock Partners holds 600 positions in its portfolio as reported in the December 2025 quarterly 13F filing

NorthRock Partners has 600 total positions. Only the first 250 positions are shown.

Sign up to view all of the NorthRock Partners Dec. 31, 2025 positions
Download the NorthRock Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	7.8	$463M	+17%	9.1M	51.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$348M	+408%	554k	627.13	View chart
Spdr Series Trust State Street Spd (SPYM)	5.2	$306M	+4%	3.8M	80.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.7	$278M	+15%	4.7M	58.73	View chart
Spdr Series Trust State Street Spd (SPYV)	4.2	$251M	-4%	4.4M	56.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$231M	+1693%	376k	614.31	View chart
Spdr Series Trust State Street Spd (SPYG)	3.8	$224M	-4%	2.1M	106.70	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.4	$203M	+15%	2.0M	100.38	View chart
Apple (AAPL)	3.4	$202M		744k	271.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$198M	-9%	290k	681.89	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.9	$112M	NEW	2.7M	41.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$112M	+294%	299k	373.44	View chart
Spdr Series Trust State Street Spd (MDYV)	1.9	$110M	-4%	1.3M	84.65	View chart
Spdr Series Trust State Street Spd (MDYG)	1.6	$98M		1.1M	92.43	View chart
Ishares Tr Glb Infrastr Etf (IGF)	1.5	$89M	NEW	1.4M	61.36	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.3	$77M	NEW	1.3M	57.71	View chart
Microsoft Corporation Call Option (MSFT)	1.2	$72M		149k	483.62	View chart
Spdr Series Trust State Street Spd (SLYV)	1.2	$71M		782k	90.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$69M	+1781%	719k	96.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$66M	+105%	683k	96.03	View chart
Spdr Series Trust State Street Spd (SLYG)	1.0	$62M		660k	94.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$60M	+30%	1.2M	50.94	View chart
NVIDIA Corporation (NVDA)	1.0	$60M	-27%	323k	186.50	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$57M	+61%	850k	67.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$54M	NEW	1.2M	46.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$53M	NEW	1.1M	46.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$47M	-15%	99k	473.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$47M	+1671%	191k	246.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$45M	NEW	958k	47.08	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$43M	+3184%	456k	95.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$41M	+31%	1.2M	34.26	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$39M	NEW	408k	96.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$35M	NEW	573k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$35M	+9861%	164k	212.07	View chart
Progressive Corporation Put Option (PGR)	0.6	$34M	-8%	148k	227.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$33M	+1052%	278k	120.18	View chart
Ab Active Etfs Tax Aware Interm (TAFM)	0.5	$32M	-9%	1.3M	25.42	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$32M	+10969%	1.1M	28.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$30M	NEW	304k	99.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$30M	NEW	336k	90.00	View chart
Philip Morris International (PM)	0.5	$29M	-6%	180k	160.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$29M	+576%	462k	62.47	View chart
Mondelez Intl Cl A (MDLZ)	0.5	$28M	-2%	518k	53.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$28M	+32%	83k	335.27	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$28M	NEW	1.2M	23.37	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.5	$28M	NEW	1.1M	25.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$27M	+9323%	108k	252.92	View chart
Amazon (AMZN)	0.4	$27M	-29%	115k	230.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$24M	+2434%	71k	342.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$24M	+1062%	446k	53.76	View chart
Procter & Gamble Company (PG)	0.4	$23M	+225%	163k	143.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$23M	NEW	220k	102.39	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$22M	+66%	237k	91.38	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.4	$21M	-15%	42k	502.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$21M	-49%	66k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$21M	NEW	274k	75.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$20M	-7%	62k	313.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$19M	+51%	28k	684.96	View chart
Tesla Motors (TSLA)	0.3	$19M	-27%	43k	449.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$18M	+809%	125k	143.97	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$18M	NEW	338k	52.77	View chart
JPMorgan Chase & Co. (JPM)	0.3	$16M	-29%	49k	322.22	View chart
Abbvie (ABBV)	0.2	$15M	-16%	64k	228.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$14M	+2158%	58k	250.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$14M	+4581%	54k	257.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$13M	NEW	233k	55.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$13M	+5591%	230k	54.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$12M	-2%	91k	136.94	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$12M	NEW	355k	33.30	View chart
Altria (MO)	0.2	$12M	-6%	204k	57.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$12M	NEW	147k	79.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$12M	+5%	426k	26.91	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$11M	NEW	308k	36.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$11M	+5%	51k	219.78	View chart
Keurig Dr Pepper (KDP)	0.2	$11M		401k	28.01	View chart
Meta Platforms Cl A (META)	0.2	$11M	-51%	17k	660.12	View chart
United Parcel Service CL B (UPS)	0.2	$11M	+494%	107k	99.19	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$11M	NEW	427k	24.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$10M	NEW	191k	53.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$10M	NEW	69k	148.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$10M	+2948%	125k	81.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$9.6M	+21%	46k	210.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$9.6M	+859%	109k	88.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$9.5M	NEW	197k	48.32	View chart
Broadcom (AVGO)	0.2	$9.3M	-52%	27k	346.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$9.3M	+137%	12k	753.81	View chart
Visa Com Cl A (V)	0.2	$9.1M	-30%	26k	350.71	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.2	$9.0M	NEW	162k	55.77	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$8.8M	+2897%	193k	45.66	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$8.4M	NEW	118k	70.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$7.9M	+4%	64k	123.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$7.3M	+42%	15k	487.89	View chart
Eli Lilly & Co. (LLY)	0.1	$7.2M	-53%	6.7k	1074.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$7.0M	NEW	84k	83.75	View chart
Ameriprise Financial (AMP)	0.1	$7.0M	+29%	14k	490.34	View chart
Oracle Corporation (ORCL)	0.1	$7.0M		36k	194.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$6.9M	-2%	97k	71.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$6.8M	NEW	32k	214.70	View chart
Johnson & Johnson (JNJ)	0.1	$6.7M	-29%	33k	206.95	View chart
Chevron Corporation (CVX)	0.1	$6.7M	+12%	44k	152.41	View chart
McDonald's Corporation (MCD)	0.1	$6.6M	+10%	22k	305.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$6.4M	+34%	56k	113.92	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.4M	+722%	41k	155.12	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$6.3M	+2427%	137k	45.98	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$6.3M	NEW	130k	48.18	View chart
Costco Wholesale Corporation (COST)	0.1	$6.2M	-37%	7.2k	862.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$6.1M	+367%	65k	95.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.0M	-11%	50k	120.34	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$5.9M	+167%	179k	32.80	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$5.8M	NEW	95k	60.88	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.7M	+770%	37k	154.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$5.7M	-4%	78k	72.68	View chart
Palantir Technologies Cl A (PLTR)	0.1	$5.6M	-16%	32k	177.75	View chart
Kraft Heinz (KHC)	0.1	$5.6M	-2%	230k	24.25	View chart
American Express Company (AXP)	0.1	$5.3M	-20%	14k	369.95	View chart
International Business Machines (IBM)	0.1	$5.3M	-14%	18k	296.22	View chart
Netflix (NFLX)	0.1	$5.2M	+514%	55k	93.76	View chart
Wells Fargo & Company (WFC)	0.1	$5.0M	-35%	54k	93.20	View chart
Caterpillar (CAT)	0.1	$5.0M	-12%	8.7k	572.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.9M	+18%	55k	89.46	View chart
Abbott Laboratories (ABT)	0.1	$4.9M	-24%	39k	125.29	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$4.8M	NEW	164k	29.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.8M	+336%	24k	199.68	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$4.8M	+1125%	22k	223.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.5M	+500%	6.00	754800.00	View chart
Stryker Corporation (SYK)	0.1	$4.5M	-20%	13k	351.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.5M	+6%	21k	209.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.4M	+303%	112k	39.59	View chart
Advanced Micro Devices (AMD)	0.1	$4.4M	-34%	21k	214.17	View chart
Bank of America Corporation Call Option (BAC)	0.1	$4.4M	-28%	80k	55.00	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	-33%	39k	111.00	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$4.2M	+6%	30k	139.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$4.2M	NEW	88k	47.85	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$4.1M	NEW	42k	96.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.9M	+151%	8.1k	483.73	View chart
Boeing Company (BA)	0.1	$3.9M		18k	217.12	View chart
Hawkins (HWKN)	0.1	$3.9M	-34%	27k	142.06	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.1	$3.8M	NEW	49k	78.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.8M	NEW	166k	23.02	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.8M	NEW	32k	117.72	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$3.7M	+49%	27k	139.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.7M	NEW	150k	24.37	View chart
Cisco Systems (CSCO)	0.1	$3.6M	-21%	47k	77.03	View chart
Pepsi (PEP)	0.1	$3.6M	-31%	25k	142.23	View chart
Home Depot (HD)	0.1	$3.6M	-41%	10k	344.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.5M	+94%	116k	30.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.4M	+161%	49k	69.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.3M	NEW	65k	50.32	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.2M	NEW	64k	50.86	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$3.2M	+268%	61k	52.72	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$3.2M	NEW	36k	89.76	View chart
salesforce (CRM)	0.1	$3.2M	-31%	12k	264.50	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$3.1M	+1436%	26k	119.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.0M	-38%	17k	183.41	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$3.0M	+127%	33k	90.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.0M	+210%	10k	290.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.0M	+959%	67k	44.71	View chart
Establishment Labs Holdings Ord (ESTA)	0.1	$3.0M	-4%	41k	72.88	View chart
Ea Series Trust Marketdesk Focus (FDIV)	0.0	$3.0M	+9%	109k	27.09	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$2.8M	NEW	59k	47.79	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$2.8M		17k	165.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$2.8M	-9%	14k	198.63	View chart
Airbnb Com Cl A (ABNB)	0.0	$2.8M	-25%	20k	135.72	View chart
Ge Aerospace Com New (GE)	0.0	$2.7M	-43%	8.9k	307.31	View chart
Sentinelone Cl A (S)	0.0	$2.7M		180k	15.00	View chart
Walt Disney Company (DIS)	0.0	$2.6M	-22%	23k	113.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$2.6M	-58%	4.6k	570.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$2.6M	-4%	18k	141.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$2.6M	+607%	35k	74.07	View chart
General Mills (GIS)	0.0	$2.6M		55k	46.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.5M	+6%	39k	66.00	View chart
Corning Incorporated (GLW)	0.0	$2.5M	+398%	28k	87.56	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$2.5M	NEW	52k	48.09	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$2.5M	NEW	98k	25.24	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$2.5M		52k	46.86	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$2.5M	-2%	4.1k	603.39	View chart
Goldman Sachs (GS)	0.0	$2.4M	+24%	2.7k	879.09	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$2.3M	NEW	47k	48.12	View chart
UnitedHealth (UNH)	0.0	$2.2M	-41%	6.8k	330.15	View chart
Target Corporation (TGT)	0.0	$2.2M	-76%	23k	97.75	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$2.2M	-3%	17k	129.79	View chart
Illinois Tool Works (ITW)	0.0	$2.2M	-20%	8.9k	245.78	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$2.1M	NEW	28k	75.16	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$2.1M	NEW	66k	31.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.1M	+7%	27k	75.44	View chart
Deere & Company (DE)	0.0	$2.1M	-11%	4.4k	464.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.0M	+34%	14k	141.14	View chart
Merck & Co (MRK)	0.0	$2.0M	-50%	19k	103.48	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$2.0M	NEW	20k	101.68	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$2.0M	+14%	37k	52.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.9M	+19%	4.9k	396.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.9M	-36%	4.1k	468.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.9M	+21%	80k	24.04	View chart
Coca-Cola Company (KO)	0.0	$1.9M	-46%	27k	69.91	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$1.9M	+735%	18k	105.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.9M	+113%	9.8k	191.56	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.9M	-3%	19k	97.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.9M	+5%	8.8k	211.81	View chart
3M Company (MMM)	0.0	$1.8M	-33%	12k	160.11	View chart
Ge Vernova (GEV)	0.0	$1.8M	-41%	2.8k	653.58	View chart
Hinge Health Cl A (HNGE)	0.0	$1.8M	NEW	39k	46.45	View chart
Roblox Corp Cl A (RBLX)	0.0	$1.8M	-20%	22k	81.03	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$1.8M	NEW	24k	75.85	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$1.8M	+53%	22k	83.61	View chart
Southern Company (SO)	0.0	$1.8M	+7%	21k	87.20	View chart
Us Bancorp Del Com New (USB)	0.0	$1.8M	-21%	34k	52.96	View chart
Qualys (QLYS)	0.0	$1.8M	NEW	13k	132.91	View chart
Dollar Tree Call Option (DLTR)	0.0	$1.8M	+205%	14k	123.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$1.8M	+28%	19k	94.16	View chart
Twilio Cl A (TWLO)	0.0	$1.8M	NEW	12k	142.25	View chart
McKesson Corporation (MCK)	0.0	$1.7M	+40%	2.1k	819.99	View chart
Morgan Stanley Com New (MS)	0.0	$1.7M	-53%	9.7k	177.53	View chart
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU)	0.0	$1.7M		14k	117.72	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$1.7M	NEW	21k	80.74	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$1.7M	NEW	6.9k	241.24	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$1.7M	NEW	27k	62.45	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$1.6M	NEW	109k	14.54	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.6M	+73%	2.7k	570.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.5M	NEW	26k	59.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.5M	+316%	35k	44.17	View chart
Kla Corp Com New (KLAC)	0.0	$1.5M	-52%	1.3k	1215.09	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$1.5M	NEW	16k	93.90	View chart
Advanced Energy Industries (AEIS)	0.0	$1.5M	-17%	7.1k	209.37	View chart
Wp Carey (WPC)	0.0	$1.5M	NEW	23k	64.35	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$1.5M	+40%	11k	128.83	View chart
Starbucks Corporation (SBUX)	0.0	$1.5M	-30%	17k	84.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.4M	-40%	2.5k	578.78	View chart
Lowe's Companies (LOW)	0.0	$1.4M	-30%	5.9k	241.19	View chart
Spdr Series Trust State Street Spd (SMLV)	0.0	$1.4M	NEW	11k	131.14	View chart
Edwards Lifesciences (EW)	0.0	$1.4M	-26%	17k	85.26	View chart
Verizon Communications (VZ)	0.0	$1.4M	-35%	35k	40.73	View chart
Applied Materials (AMAT)	0.0	$1.4M	-59%	5.5k	257.01	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$1.4M	-24%	17k	82.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.4M	+24%	49k	28.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.4M	+55%	9.3k	148.70	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.4M	+146%	28k	49.65	View chart
Comerica Incorporated	0.0	$1.3M	+152%	15k	86.93	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$1.3M	NEW	13k	98.50	View chart
Spdr Series Trust State Street Spd (QUS)	0.0	$1.3M	+109%	7.5k	174.19	View chart
Central Garden & Pet Cl A Non-vtg (CENTA)	0.0	$1.3M	-25%	43k	29.19	View chart
Enterprise Products Partners (EPD)	0.0	$1.2M	+15%	39k	32.06	View chart
Maplebear (CART)	0.0	$1.2M		28k	44.98	View chart
Allstate Corporation (ALL)	0.0	$1.2M	-14%	5.9k	207.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.2M		23k	54.71	View chart
Capital One Financial (COF)	0.0	$1.2M	-58%	5.0k	242.37	View chart
Honeywell International (HON)	0.0	$1.2M	-36%	6.2k	195.12	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$1.2M		13k	92.30	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$1.2M	NEW	44k	27.30	View chart
Danaher Corporation (DHR)	0.0	$1.2M	-57%	5.2k	228.35	View chart
Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM)	0.0	$1.2M	+10%	3.9k	303.89	View chart

Past Filings by NorthRock Partners

SEC 13F filings are viewable for NorthRock Partners going back to 2014

NorthRock Partners 2025 Q4 filed Feb. 17, 2026
NorthRock Partners 2025 Q2 restated filed Nov. 14, 2025
NorthRock Partners 2025 Q2 filed July 25, 2025
NorthRock Partners 2025 Q1 filed May 8, 2025
NorthRock Partners 2023 Q4 restated filed April 22, 2025
NorthRock Partners 2024 Q1 restated filed April 22, 2025
NorthRock Partners 2024 Q2 restated filed April 22, 2025
NorthRock Partners 2024 Q3 restated filed April 22, 2025
NorthRock Partners 2024 Q4 restated filed April 22, 2025
NorthRock Partners 2024 Q4 filed Feb. 14, 2025
NorthRock Partners 2024 Q3 filed Oct. 30, 2024
NorthRock Partners 2024 Q2 filed Aug. 6, 2024
NorthRock Partners 2024 Q1 filed May 7, 2024
NorthRock Partners 2023 Q4 filed Feb. 8, 2024
NorthRock Partners 2023 Q3 filed Oct. 24, 2023
NorthRock Partners 2023 Q2 filed Aug. 2, 2023

View all past filings

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