Top 45 NorthLanding Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.49% | 51.1K | $38.3M | +2.41%(+1.20K) | $508.54(+52.86%) | 2026-06-30 | |
| IEFA | ISHARES TR | 17.83% | 266.8K | $25.8M | +3.22%(+8.33K) | $60.16(+67.95%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 14.91% | 279.1K | $21.6M | +1.42%(+3.91K) | $76.96(-1.27%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.9% | 59.0K | $12.9M | +1.24%(+722) | $140.36(+60.87%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.87% | 67.6K | $5.6M | +2.03%(+1.34K) | $47.87(+67.56%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.38% | 68.5K | $4.9M | +22.33%(+12.51K) | $44.55(+63.81%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.4% | 14.3K | $3.5M | +1.90%(+266) | $159.55(+56.78%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.28% | 27.6K | $3.3M | +157.58%(+16.91K) | $77.64(+55.15%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.22% | 41.6K | $3.2M | +1.47%(+603) | $47.03(+65.66%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.84% | 11.7K | $2.7M | +29.13%(+2.64K) | $153.79(+53.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.44% | +45.99% | โ | โ | +73.15% |
| Top 20 Holdings Unweighted | +15.28% | +53.20% | โ | โ | +82.31% |
NorthLanding Financial Partners, LLC reports $144.55M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.5%), IEFA (17.8%) and VCRB (14.9%). The top 20 holdings account for 93.32% of reported assets. Its disclosed equity book has returned +45.99% on a three-year cumulative basis. 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 NorthLanding Financial Partners, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1655982). View NorthLanding Financial Partners, LLCโs 13F filings on SEC