NorthLanding Financial Partners, LLC
CIK 1655982 · View on SEC EDGAR ↗
- Portfolio value
- $144.5M
- Positions
- 45
- As of
- June 30, 2026
#7,515 of 9,443 by 13F value · top 79.6%
Portfolio value QoQ: +16.5% 13F does not disclose cash
- Top 10 holdings weight
- 84.12%
- Top 25 holdings weight
- 95.52%
- Positions above 1%
- 14
- Effective number of positions
- 7.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.11% Est. buys $11,628,154 · sells $145,574
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 95.7% still held
- New positions
- 4
- Increased
- 28
- Decreased
- 6
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.9%
Communication Services
0.3%
Industrials
0.3%
Financials
0.2%
Energy
0.1%
Other/Unmapped
98.1%
Full portfolio 45 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $38,286,073 | 26.49% | 51,124 | $5,676,644 | Up ×3 | ||
| IEFA | $25,765,948 | 17.83% | 266,783 | $2,368,574 | Up ×1 | ||
| VCRB Vanguard Core Bond ETF | $21,553,828 | 14.91% | 279,076 | $261,611 | Up ×6 | ||
| VTV | $12,858,154 | 8.90% | 59,001 | $1,423,878 | Up ×6 | ||
| IEMG | $5,599,307 | 3.87% | 67,592 | $978,597 | Up ×1 | ||
| VEA | $4,881,960 | 3.38% | 68,519 | $1,292,696 | Up ×1 | ||
| VBR | $3,473,438 | 2.40% | 14,295 | $425,646 | Up ×1 | ||
| VGT | $3,302,679 | 2.28% | 27,633 | $2,367,318 | Up ×1 | ||
| IJH | $3,208,441 | 2.22% | 41,609 | $439,283 | Up ×1 | ||
| IVE | $2,660,179 | 1.84% | 11,716 | $744,413 | Up ×1 | ||
| VUG | $2,043,371 | 1.41% | 23,722 | $313,009 | Up ×1 | ||
| FTEC | $1,849,511 | 1.28% | 6,476 | $499,062 | Down ×6 | ||
| VXUS Vanguard Total International Stock ETF | $1,621,696 | 1.12% | 18,969 | $172,228 | Up ×2 | ||
| BRKA | $1,497,700 | 1.04% | 2 | $61,420 | |||
| IVW | $1,433,090 | 0.99% | 10,420 | $443,154 | Up ×2 | ||
| AGG | $1,401,014 | 0.97% | 14,155 | $-47,076 | Down ×2 | ||
| EEMS | $1,162,612 | 0.80% | 15,320 | $161,037 | Up ×5 | ||
| BRKB | $817,867 | 0.57% | 1,634 | $250,753 | Up ×1 | ||
| VWO | $786,390 | 0.54% | 13,175 | $74,364 | Up ×1 | ||
| IJS | $689,730 | 0.48% | 5,046 | $220,475 | Up ×2 | ||
| VO | $681,140 | 0.47% | 8,454 | $181,546 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $675,675 | 0.47% | 9,204 | $237,728 | Up ×2 | ||
| VNQ | $654,054 | 0.45% | 6,783 | $33,617 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $610,705 | 0.42% | 2,111 | $82,556 | Up ×3 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $554,260 | 0.38% | 5,936 | Up ×1 | |||
| VEU | $546,022 | 0.38% | 6,520 | $56,395 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $460,377 | 0.32% | 1,350 | $243,945 | |||
| TIP | $451,578 | 0.31% | 4,127 | $-985 | Up ×1 | ||
| EVSD Eaton Vance Short Duration Income ETF | $448,613 | 0.31% | 8,821 | $3,806 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $425,985 | 0.29% | 1,192 | $83,213 | |||
| PAYX Paychex, Inc. - Common Stock | $400,525 | 0.28% | 4,073 | $140,846 | Up ×4 | ||
| IDEV | $364,170 | 0.25% | 4,091 | $22,494 | Up ×2 | ||
| VDE | $321,292 | 0.22% | 2,140 | $-46,528 | Up ×2 | ||
| VIS | $318,861 | 0.22% | 885 | $43,196 | Up ×2 | ||
| C Citigroup, Inc. Common Stock | $306,929 | 0.21% | 2,193 | ||||
| MSFT Microsoft Corporation - Common Stock | $289,750 | 0.20% | 777 | $8,136 | Up ×1 | ||
| FREL | $268,443 | 0.19% | 9,162 | $21,450 | Down ×2 | ||
| VB | $263,261 | 0.18% | 869 | $33,538 | Down ×5 | ||
| VGSH Vanguard Short-Term Treasury ETF | $260,106 | 0.18% | 4,469 | $-77,126 | Down ×1 | ||
| GTO | $244,048 | 0.17% | 5,207 | $2,781 | Up ×2 | ||
| EFG | $236,454 | 0.16% | 1,900 | $24,801 | |||
| IVOO | $230,004 | 0.16% | 1,764 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $228,386 | 0.16% | 2,763 | $-249 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $210,914 | 0.15% | 2,187 | $5,490 | |||
| XOM Exxon Mobil Corporation Common Stock | $201,065 | 0.14% | 1,471 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +1K | +$5.7M |
| IEFA | Bought more | +8K | +$2.4M |
| VGT | Bought more | +26K | +$2.4M |
| VTV | Bought more | +722 | +$1.4M |
| VEA | Bought more | +13K | +$1.3M |
| IEMG | Bought more | +1K | +$979K |
| IVE | Bought more | +3K | +$744K |
| FTEC | Trimmed | -15 | +$499K |
| IVW | Bought more | +2K | +$443K |
| IJH | Bought more | +603 | +$439K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.