StockDriftsStockDriftsTop 50 Northern Lights Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 14.86% | 383.2K | $27.3M | +2.01%(+7.53K) | $61.36(+18.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.28% | 30.9K | $11.5M | +31.64%(+7.43K) | $458.55(+9.64%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.37% | 119.2K | $9.9M | -0.37%(-442) | $66.58(+20.49%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.3% | 78.4K | $9.7M | -3.50%(-2.85K) | $117.65(+6.49%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.59% | 166.9K | $8.4M | +13.52%(+19.89K) | $50.18(-0.68%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.58% | 34.7K | $8.4M | -5.11%(-1.87K) | $206.96(+24.88%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.46% | 34.4K | $8.2M | +0.20%(+68) | $224.85(+22.28%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4% | 19.8K | $7.3M | +7.16%(+1.33K) | $332.33(+14.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.61% | 23.0K | $6.6M | +10.35%(+2.15K) | $263.61(+16.33%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.09% | 113.2K | $5.7M | +25.64%(+23.11K) | $50.03(-0.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.77% |
Northern Lights Advisors, Inc. reports $183.77M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VEA (14.9%), MSFT (6.3%) and IEMG (5.4%). The top 20 holdings account for 79.27% of reported assets. Its disclosed equity book has returned +7.01% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northern Lights Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2127798). View Northern Lights Advisors, Inc.’s 13F filings on SEC