NorthLanding Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, NorthLanding Financial Partners, LLC held in its portfolio 41 assets valued at $124,528,222 (i.e. $124.53M).
The most valuable assets in the portfolio included: ISHARES TR ($33.47M), ISHARES TR ($23.41M), and VANGUARD MALVERN FDS ($10.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NorthLanding Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 48870 | 33472724 | CORE S&P500 ETF |
| ISHARES TR | 261729 | 23414318 | CORE MSCI EAFE |
| VANGUARD MALVERN FDS | 137417 | 10704071 | CORE BD ETF |
| VANGUARD INDEX FDS | 53647 | 10246040 | VALUE ETF |
| ISHARES TR | 101231 | 10110963 | CORE US AGGBD ET |
| ISHARES INC | 70050 | 4708786 | CORE MSCI EMKT |
| VANGUARD TAX-MANAGED FDS | 57345 | 3582318 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 14039 | 2973251 | SM CP VAL ETF |
| ISHARES TR | 41017 | 2707149 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 29129 | 2577598 | REAL ESTATE ETF |
| ISHARES TR | 9386 | 1990546 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 4052 | 1976728 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| FIDELITY COVINGTON TRUST | 6643 | 1492532 | MSCI INFO TECH I |
| VANGUARD STAR FDS | 18778 | 1416607 | VG TL INTL STK F |
| ISHARES TR | 8747 | 1078172 | S&P 500 GRWT ETF |
| VANGUARD WORLD FD | 1353 | 1019588 | INF TECH ETF |
| ISHARES INC | 14468 | 976289 | EM MKT SM-CP ETF |
| VANGUARD INTL EQUITY INDEX F | 13332 | 716754 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 1183 | 594866 | CL B NEW |
| APPLE INC | 2080 | 565336 | COM |
| VANGUARD INDEX FDS | 1752 | 508400 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 6520 | 479586 | ALLWRLD EX US |
| ISHARES TR | 4101 | 450718 | TIPS BD ETF |
| ISHARES TR | 3957 | 449965 | SP SMCP600VL ETF |
| MORGAN STANLEY ETF TRUST | 8674 | 446227 | EATON VANCE SHOR |
| VANGUARD BD INDEX FDS | 5914 | 438066 | TOTAL BND MRKT |
| ALPHABET INC | 1192 | 373096 | CAP STK CL A |
| MICROSOFT CORP | 761 | 367923 | COM |
| VANGUARD SCOTTSDALE FDS | 5761 | 338327 | SHORT TERM TREAS |
| ISHARES TR | 4070 | 335735 | CORE MSCI INTL |
| PAYCHEX INC | 2816 | 315945 | COM |
| VANGUARD WORLD FD | 2114 | 266158 | ENERGY ETF |
| VANGUARD WORLD FD | 881 | 262797 | INDUSTRIAL ETF |
| FIDELITY COVINGTON TRUST | 9755 | 262301 | MSCI RL EST ETF |
| VANGUARD INDEX FDS | 977 | 252097 | SMALL CP ETF |
| PALO ALTO NETWORKS INC | 1350 | 248670 | COM |
| INVESCO ACTIVELY MANAGED EXC | 5097 | 241708 | TOTAL RETURN |
| VANGUARD SCOTTSDALE FDS | 2737 | 229204 | INT-TERM CORP |
| ISHARES TR | 1900 | 216499 | EAFE GRWTH ETF |
| ISHARES TR | 2187 | 210564 | JPMORGAN USD EMG |
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