LifeGuide Financial Advisors »

Northern Lts Fd Tr Iv shares owned by LifeGuide Financial Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by LifeGuide Financial Advisors from 13F filings

Historical chart of LifeGuide Financial Advisors 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 LifeGuide Financial Advisors 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 LifeGuide Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 9.7k 249.45

More positions owned by LifeGuide Financial Advisors

Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Praxis Fds Impact Large Cap (PRXV)
Praxis Fds Impact Large Cap (PRXG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)

View all positions for LifeGuide Financial Advisors

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
OneAscent Financial Services
Plan A Wealth
LPL Financial
Christian Investment Advisors
Strategic Equity Management
Silver Oak Securities
Stifel Financial
CWM Advisors
Belpointe Asset Management
Moneywise
Investment Research Partners
United Capital Financial Advisers
Legacy Wealth Asset Management
PAX Financial Group

View all funds holding Northern Lts Fd Tr Iv