Universe · entity
NorthLanding Financial Partners, LLC
Institutional manager (13F) · CIK 1655982
13F holdings · as of 2026-03-31 · top 41 · reported portfolio $124M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $33M | 49,922 |
| 2 | ISHARES TR | $23M | 258,449 |
| 3 | VANGUARD MALVERN FDS | $21M | 275,164 |
| 4 | VANGUARD INDEX FDS | $11M | 58,279 |
| 5 | ISHARES INC | $5M | 66,247 |
| 6 | VANGUARD TAX-MANAGED FDS | $4M | 56,012 |
| 7 | VANGUARD INDEX FDS | $3M | 14,029 |
| 8 | ISHARES TR | $3M | 41,006 |
| 9 | ISHARES TR | $2M | 9,073 |
| 10 | VANGUARD INDEX FDS | $2M | 3,962 |
| 11 | VANGUARD STAR FDS | $1M | 18,797 |
| 12 | ISHARES TR | $1M | 14,587 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 14 | FIDELITY COVINGTON TRUST | $1M | 6,491 |
| 15 | ISHARES INC | $1M | 14,478 |
| 16 | ISHARES TR | $990k | 8,752 |
| 17 | VANGUARD WORLD FD | $935k | 1,341 |
| 18 | VANGUARD INTL EQUITY INDEX F | $712k | 13,173 |
| 19 | VANGUARD INDEX FDS | $620k | 6,995 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $567k | 1,183 |
| 21 | APPLE INC | $528k | 2,081 |
| 22 | VANGUARD INDEX FDS | $500k | 1,740 |
| 23 | VANGUARD INTL EQUITY INDEX F | $490k | 6,520 |
| 24 | ISHARES TR | $469k | 3,962 |
| 25 | ISHARES TR | $453k | 4,101 |
| 26 | MORGAN STANLEY ETF TRUST | $445k | 8,732 |
| 27 | VANGUARD BD INDEX FDS | $438k | 5,947 |
| 28 | VANGUARD WORLD FD | $368k | 2,126 |
| 29 | ALPHABET INC | $343k | 1,192 |
| 30 | ISHARES TR | $342k | 4,088 |
| 31 | VANGUARD SCOTTSDALE FDS | $337k | 5,761 |
| 32 | MICROSOFT CORP | $282k | 761 |
| 33 | VANGUARD WORLD FD | $276k | 883 |
| 34 | PAYCHEX INC | $260k | 2,819 |
| 35 | FIDELITY COVINGTON TRUST | $247k | 9,178 |
| 36 | INVESCO ACTIVELY MANAGED EXC | $241k | 5,152 |
| 37 | VANGUARD INDEX FDS | $230k | 877 |
| 38 | VANGUARD SCOTTSDALE FDS | $229k | 2,763 |
| 39 | PALO ALTO NETWORKS INC | $216k | 1,350 |
| 40 | ISHARES TR | $212k | 1,900 |
| 41 | ISHARES TR | $205k | 2,187 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.