NORTHEAST PLANNING ASSOCIATES, INC. / NH / - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, NORTHEAST PLANNING ASSOCIATES, INC. / NH / held in its portfolio 52 assets valued at $141,537,376 (i.e. $141.54M).
The most valuable assets in the portfolio included: ISHARES SILVER TR ($29.30M), VICTORY PORTFOLIOS II ($19.43M), and VICTORY PORTFOLIOS II ($12.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NORTHEAST PLANNING ASSOCIATES, INC. / NH / - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES SILVER TR | 454766 | 29296020 | ISHARES |
| VICTORY PORTFOLIOS II | 410403 | 19434522 | CORE INTERMEDIAT |
| VICTORY PORTFOLIOS II | 252435 | 12833774 | SHORT TRM BD ETF |
| J P MORGAN EXCHANGE TRADED F | 218060 | 11031683 | ULTRA SHRT ETF |
| VANECK ETF TRUST | 106137 | 9103366 | GOLD MINERS ETF |
| FIRST TR EXCHANGE-TRADED FD | 385440 | 8171325 | INTERMEDIATE DUR |
| DBX ETF TR | 71125 | 3421827 | XTRACK MSCI EAFE |
| FIRST TR EXCHANGE-TRADED FD | 67236 | 3361128 | FST LOW OPPT EFT |
| VICTORY PORTFOLIOS II | 80319 | 3162966 | SHARES FREE CASH |
| VICTORY PORTFOLIOS II | 50572 | 2803682 | VICTORYSHS EMERG |
| FIRST TR EXCHNG TRADED FD VI | 49954 | 2738977 | FT VEST US EQT |
| FIRST TR EXCHNG TRADED FD VI | 116889 | 2732815 | FT VEST NASD 100 |
| GLOBAL X FDS | 32264 | 2694691 | GLOBAL X SILVER |
| GLOBAL X FDS | 37245 | 2673819 | GLOBAL X COPPER |
| VANGUARD INDEX FDS | 7325 | 2455853 | TOTAL STK MKT |
| FIRST TR EXCHANGE-TRADED FD | 69256 | 2448258 | GROWTH STRENGTH |
| FIRST TR EXCHANGE-TRADED FD | 63753 | 2443018 | SMID RISNG ETF |
| ISHARES TR | 8159 | 2259553 | RUS TP200 GR ETF |
| FIRST TR EXCHANGE TRADED FD | 28498 | 1979760 | RISNG DIVD ACHIV |
| GLOBAL X FDS | 41470 | 1922965 | ADAPTIVE US |
| ISHARES TR | 13715 | 1878132 | RUS MD CP GR ETF |
| SPROTT ASSET MANAGEMENT LP | 36452 | 862090 | PHYSICAL SILVER |
| ISHARES TR | 2210 | 854939 | RUSSELL 3000 ETF |
| APPLE INC | 2929 | 796277 | COM |
| DIMENSIONAL ETF TRUST | 18145 | 718361 | US CORE EQUITY 2 |
| INVESCO QQQ TR | 1153 | 708298 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 941 | 641687 | TR UNIT |
| SPDR SERIES TRUST | 5537 | 590800 | STATE STREET SPD |
| ORACLE CORP | 2756 | 537172 | COM |
| VANGUARD INTL EQUITY INDEX F | 6685 | 491749 | ALLWRLD EX US |
| RBB FD INC | 9687 | 483187 | US TREAS 3 MNTH |
| DIMENSIONAL ETF TRUST | 6251 | 463637 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 9551 | 444981 | US MKTWIDE VALUE |
| VICTORY PORTFOLIOS II | 5685 | 391401 | VCSHS US LRG CAP |
| SPDR S&P MIDCAP 400 ETF TR | 570 | 343870 | UTSER1 S&PDCRP |
| VANGUARD STAR FDS | 4491 | 338801 | VG TL INTL STK F |
| ISHARES TR | 1297 | 319270 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 7152 | 305336 | STATE STREET UTI |
| EXXON MOBIL CORP | 2323 | 279550 | COM |
| CHUBB LIMITED | 889 | 277475 | COM |
| VANGUARD INDEX FDS | 943 | 273677 | MID CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 11077 | 261916 | BULSHS 2026 MUNI |
| NVIDIA CORPORATION | 1358 | 253268 | COM |
| VERIZON COMMUNICATIONS INC | 6096 | 248290 | COM |
| JPMORGAN CHASE & CO. | 764 | 246176 | COM |
| PIMCO ACCESS INCOME FUND | 15410 | 235773 | SHS BENFIN INT |
| ARISTA NETWORKS INC | 1792 | 234806 | COM SHS |
| ALPHABET INC | 740 | 231620 | CAP STK CL A |
| ISHARES TR | 1865 | 224136 | CORE S&P SCP ETF |
| MICROSOFT CORP | 454 | 219563 | COM |
| VANGUARD INDEX FDS | 810 | 208940 | SMALL CP ETF |
| ISHARES TR | 3012 | 202196 | MSCI ACWI EX US |
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