Simplicity Wealth »

Northern Lts Fd Tr Iv shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (FDLS) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $975k 23k 42.27

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
American Centy Etf Tr Avantis Us Larg (AVLC)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Broadcom (AVGO)

View all positions for Simplicity Wealth

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Creative Financial Designs
LPL Financial
Strategic Equity Management
AE Wealth Management
PAX Financial Group
CWM Advisors
Goldman Sachs Group
Moneywise
Belpointe Asset Management
OneAscent Financial Services
Cambridge Investment Research Advisors
Frontier Asset Management
Envestnet Asset Management
ValMark Advisers

View all funds holding Northern Lts Fd Tr Iv