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Northern Lts Fd Tr Ii shares owned by PFW Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (WCPB) shares owned by PFW Advisors from 13F filings

Historical chart of PFW Advisors investment in Northern Lts Fd Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Ii held by PFW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Ii by PFW Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4M 333k 25.29

More positions owned by PFW Advisors

Coca-Cola Company (KO)
Vulcan Materials Company (VMC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Russell 2000 Etf (IWM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for PFW Advisors

Top funds holding Northern Lts Fd Tr Ii

New Perspectives
SMI Advisory Services
PFW Advisors
LexAurum Advisors
Farther Finance Advisors
Sigma Planning
Rainier Family Wealth
Goldman Sachs Group
Jane Street
Commonwealth Equity Services
Toth Financial Advisory Corporation

View all funds holding Northern Lts Fd Tr Ii