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CIK: 0001655982
Total reported value
$144.5M
$144.5M
43 檔
57.7%
The Q3 2025 SEC filing reveals that NorthLanding Financial Partners, LLC held a total portfolio value of $144.5M, covering 43 public equity positions.
In Q3 2025, NorthLanding Financial Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.80% | +0.20% | -2.08% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.45% | -1.03% | -0.25% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 8.31% | -2.26% | +8.05% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.18% | -0.32% | +0.01% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.84% | -0.20% | +8.41% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.82% | +0.14% | -1.35% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.85% | +0.49% | +0.02% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.37% | -0.06% | -0.22% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.20% | -0.01% | -4.42% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.10% | -0.05% | +4.78% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.67% | +0.30% | +0.13% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.65% | +0.01% | -0.29% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.26% | +0.19% | -1.09% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.26% | -0.12% | — | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.18% | -0.05% | +1.25% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.19% | -1.69% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.85% | +1.53% | -0.87% | |
| 18 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.78% | -0.01% | +3.41% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.03% | -0.43% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.11% | -0.75% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.01% | -2.26% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | +0.07% | -0.68% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.01% | — | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.38% | -0.05% | +0.96% | |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 0.38% | -0.05% | -0.65% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | +0.12% | +0.83% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.37% | +0.10% | -8.90% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.03% | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.28% | -0.09% | +0.87% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.28% | +0.07% | +0.04% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.27% | -0.03% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.01% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | -0.01% | -0.73% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.23% | +0.15% | -50.00% | |
| 35 | VIS | Vanguard Industrials ETF | ETF-Other | 0.23% | — | +0.22% | |
| 36 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.22% | -0.01% | -0.49% | |
| 37 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | -0.08% | +0.76% | |
| 38 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.21% | -0.02% | +1.14% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.19% | +0.21% | NEW | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.19% | -0.02% | +1.22% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.18% | — | +5.38% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.18% | -0.01% | — | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, NorthLanding Financial Partners, LLC reported a total U.S. public equity portfolio value of $144.5M across 43 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, VCRB) accounted for 57.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOGL
市值: $289.8K
Top Position Liquidated / Trimmed
VEA
前期市值: $2.9M
During Q3 2025, NorthLanding Financial Partners, LLC's top holdings by market value included IVV (26.8%)、IEFA (18.4%)、VCRB (8.3%). The largest single position, IVV, represented 26.8% of total portfolio value.
In Q3 2025, NorthLanding Financial Partners, LLC made 40 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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