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CIK: 0001655982
Total reported value
$144.5M
$144.5M
41 檔
64.6%
At the close of Q1 2026, NorthLanding Financial Partners, LLC disclosed equity holdings valued at approximately $144.5M, spread across 41 reported holdings.
During Q1 2026, NorthLanding Financial Partners, LLC performed routine portfolio adjustments (0 new buys, 16 additions, 15 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.29% | +0.20% | +2.15% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.86% | -1.03% | -1.25% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 17.17% | -2.26% | +100.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 9.22% | -0.32% | +8.63% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.73% | +0.14% | -5.43% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.89% | +0.49% | -2.32% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.46% | -0.06% | -0.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.23% | -0.01% | -0.03% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | +0.30% | -3.33% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.40% | +0.01% | -2.22% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.17% | -0.05% | +0.10% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.20% | -85.59% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.16% | -0.12% | — | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.09% | +0.19% | -2.29% | |
| 15 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.81% | -0.01% | +0.07% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.19% | +0.06% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +1.53% | -0.89% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.03% | -1.19% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.05% | -75.99% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | +0.11% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.01% | +0.05% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.07% | -0.68% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.01% | — | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.38% | +0.10% | +0.13% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.36% | -0.05% | — | |
| 26 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 0.36% | -0.05% | +0.67% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.35% | +0.12% | +0.56% | |
| 28 | VDE | Vanguard Energy ETF | ETF-Other | 0.30% | -0.08% | +0.57% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.01% | — | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.28% | -0.03% | +0.44% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.27% | -0.09% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.03% | — | |
| 33 | VIS | Vanguard Industrials ETF | ETF-Other | 0.22% | — | +0.23% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.21% | +0.07% | +0.11% | |
| 35 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.20% | -0.01% | -5.91% | |
| 36 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.19% | -0.02% | +1.08% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | -0.01% | -10.24% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.18% | -0.02% | +0.95% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.17% | +0.15% | — | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.17% | -0.01% | — | |
| 41 | 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 41 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, VCRB) accounted for 64.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IEFA
前期市值: $23.4M
During Q1 2026, NorthLanding Financial Partners, LLC's top holdings by market value included IVV (26.3%)、IEFA (18.9%)、VCRB (17.2%). The largest single position, IVV, represented 26.3% of total portfolio value.
In Q1 2026, NorthLanding Financial Partners, LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 16 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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