NorthLanding Financial Partners, LLC

CIK: 0001655982SEC EDGAR →

Portfolio Value

$124.5M

Holdings

41

As of

Q4 2025

New Positions

41

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

48,870$33.5M
26.88%
2

ISHARES TR

261,729$23.4M
18.80%
3

VANGUARD MALVERN FDS

137,417$10.7M
8.60%
4

VANGUARD INDEX FDS

53,647$10.2M
8.23%
5

ISHARES TR

101,231$10.1M
8.12%
6

ISHARES INC

70,050$4.7M
3.78%
7

VANGUARD TAX-MANAGED FDS

57,345$3.6M
2.88%
8

VANGUARD INDEX FDS

14,039$3.0M
2.39%
9

ISHARES TR

41,017$2.7M
2.17%
10

VANGUARD INDEX FDS

29,129$2.6M
2.07%

Quarterly Changes

Top Buys

IVVNEW
$33.5M
AQLTNEW
$23.4M
VCRBNEW
$10.7M
VTVNEW
$10.2M
AGGNEW
$10.1M

Top Sells

No sells this quarter

New Positions (41)

$33.5M · 49K shares
$23.4M · 262K shares
$10.7M · 137K shares
$10.2M · 54K shares
$10.1M · 101K shares
$4.7M · 70K shares
$3.6M · 57K shares
$3.0M · 14K shares
$2.7M · 41K shares
$2.6M · 29K shares
$2.0M · 9K shares
$2.0M · 4K shares
$1.5M · 2 shares
$1.5M · 7K shares
$1.4M · 19K shares
$1.1M · 9K shares
$1.0M · 1K shares
$976K · 14K shares
$716K · 13K shares
$594K · 1K shares
$565K · 2K shares
$508K · 2K shares
$479K · 7K shares
$450K · 4K shares
$449K · 4K shares
$446K · 9K shares
$438K · 6K shares
$373K · 1K shares
$367K · 761 shares
$338K · 6K shares
$335K · 4K shares
$315K · 3K shares
$266K · 2K shares
$262K · 881 shares
$262K · 10K shares
$252K · 977 shares
$248K · 1K shares
$241K · 5K shares
$229K · 3K shares
$216K · 2K shares
$210K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$97.1M78.0%
Unknown3$25.5M20.5%
Technology3$1.2M0.9%
Communication Services1$373K0.3%
Industrials1$315K0.3%