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NorthLanding Financial Partners, LLC

Portfolio Manager
NorthLanding Financial Partners, LLC
Performance
-1.06% (2026 Q1)
AUM (13F)
$124.03M
# of Holdings
41
Performance Rank
Allocation (Top 20)
94.27%

NorthLanding Financial Partners, LLC Holdings Map

Top 41 NorthLanding Financial Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
26.29%49.9K$32.6M
+2.15%(+1.05K)
2025-Q1: 45.9K shares2025-Q2: 49.0K shares2025-Q3: 48.0K shares2025-Q4: 48.9K shares2026-Q1: 49.9K shares
$504.13(+47.93%)
2026-03-31
IEFA
ISHARES TR
18.86%258.4K$23.4M
-1.25%(-3.28K)
2025-Q1: 250.8K shares2025-Q2: 253.8K shares2025-Q3: 253.2K shares2025-Q4: 261.7K shares2026-Q1: 258.4K shares
$59.13(+64.29%)
2026-03-31
VCRB
VANGUARD MALVERN FDS
17.17%275.2K$21.3M
+100.24%(+137.75K)
2025-Q1: 93.1K shares2025-Q2: 117.5K shares2025-Q3: 127.0K shares2025-Q4: 137.4K shares2026-Q1: 275.2K shares
$76.96(+0.02%)
2026-03-31
VTV
VANGUARD INDEX FDS
9.22%58.3K$11.4M
+8.63%(+4.63K)
2025-Q1: 47.0K shares2025-Q2: 52.6K shares2025-Q3: 52.6K shares2025-Q4: 53.6K shares2026-Q1: 58.3K shares
$139.56(+49.31%)
2026-03-31
IEMG
ISHARES INC
3.73%66.2K$4.6M
-5.43%(-3.80K)
2025-Q1: 68.3K shares2025-Q2: 70.4K shares2025-Q3: 69.4K shares2025-Q4: 70.0K shares2026-Q1: 66.2K shares
$47.32(+73.39%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.89%56.0K$3.6M
-2.32%(-1.33K)
2025-Q1: 57.3K shares2025-Q2: 57.0K shares2025-Q3: 57.0K shares2025-Q4: 57.3K shares2026-Q1: 56.0K shares
$39.62(+78.26%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.46%14.0K$3.0M
-0.07%(-10)
2025-Q1: 12.3K shares2025-Q2: 13.7K shares2025-Q3: 13.6K shares2025-Q4: 14.0K shares2026-Q1: 14.0K shares
$158.26(+45.34%)
2026-03-31
IJH
ISHARES TR
2.23%41.0K$2.8M
-0.03%(-11)
2025-Q1: 39.2K shares2025-Q2: 42.3K shares2025-Q3: 40.4K shares2025-Q4: 41.0K shares2026-Q1: 41.0K shares
$46.68(+56.68%)
2026-03-31
IVE
ISHARES TR
1.54%9.1K$1.9M
-3.33%(-313)
2025-Q1: 9.7K shares2025-Q2: 9.7K shares2025-Q3: 9.7K shares2025-Q4: 9.4K shares2026-Q1: 9.1K shares
$135.27(+66.06%)
2026-03-31
VUG
VANGUARD INDEX FDS
1.4%4.0K$1.7M
-2.22%(-90)
2025-Q1: 4.2K shares2025-Q2: 4.1K shares2025-Q3: 4.1K shares2025-Q4: 4.1K shares2026-Q1: 4.0K shares
$36.81(+137.71%)
2026-03-31

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