The Analysis of NorthLanding Financial Partners, LLC's Holdings


Currently, NorthLanding Financial Partners, LLC holds 41 types of securities in its portfolio with a total value $124.5M. In the most recent quarter, they have increased their positions in VCRB (+10.4K shares, valued at $813.2K), IEFA (+8.5K shares, valued at $764.6K), AGG (+7.5K shares, valued at $749.8K); decreased their positions in IVE (-296 shares, valued at $62.8K), FTEC (-152 shares, valued at $34.2K), VUG (-63 shares, valued at $30.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR48.9K shares1.85%2025-12-312026-01-26history
IEFA ISHARES TR261.7K shares3.38%2025-12-312026-01-26history
VCRB VANGUARD MALVERN FDS137.4K shares8.22%2025-12-312026-01-26history
VTV VANGUARD INDEX FDS53.6K shares2.02%2025-12-312026-01-26history
AGG ISHARES TR101.2K shares8.01%2025-12-312026-01-26history
IEMG ISHARES INC70.0K shares0.90%2025-12-312026-01-26history
VEA VANGUARD TAX-MANAGED FDS57.3K shares0.61%2025-12-312026-01-26history
VBR VANGUARD INDEX FDS14.0K shares2.99%2025-12-312026-01-26history
Sponsored
IJH ISHARES TR41.0K shares1.54%2025-12-312026-01-26history
VNQ VANGUARD INDEX FDS29.1K shares5.90%2025-12-312026-01-26history
IVE ISHARES TR9.4K shares-3.06%2025-12-312026-01-26history
VUG VANGUARD INDEX FDS4.1K shares-1.53%2025-12-312026-01-26history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-26history
FTEC FIDELITY COVINGTON TRUST6.6K shares-2.24%2025-12-312026-01-26history
VXUS VANGUARD STAR FDS18.8K shares-2.09%2025-12-312026-01-26history
IVW ISHARES TR8.7K shares-1.88%2025-12-312026-01-26history
Sponsored
VGT VANGUARD WORLD FD1.4K shares-0.95%2025-12-312026-01-26history
EEMS ISHARES INC14.5K shares4.89%2025-12-312026-01-26history
VWO VANGUARD INTL EQUITY INDEX F13.3K shares0.04%2025-12-312026-01-26history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-0.59%2025-12-312026-01-26history
AAPL APPLE INC2.1K shares0.10%2025-12-312026-01-26history
VO VANGUARD INDEX FDS1.8K shares-0.74%2025-12-312026-01-26history
VEU VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2025-12-312026-01-26history
TIP ISHARES TR4.1K shares0.32%2025-12-312026-01-26history
Sponsored
IJS ISHARES TR4.0K shares-0.60%2025-12-312026-01-26history
EVSD MORGAN STANLEY ETF TRUST8.7K shares-1.78%2025-12-312026-01-26history
BND VANGUARD BD INDEX FDS5.9K shares-0.52%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-26history
MSFT MICROSOFT CORP761 shares0.00%2025-12-312026-01-26history
VGSH VANGUARD SCOTTSDALE FDS5.8K shares-0.43%2025-12-312026-01-26history
IDEV ISHARES TR4.1K shares0.00%2025-12-312026-01-26history
PAYX PAYCHEX INC2.8K shares5.63%2025-12-312026-01-26history
Sponsored
VDE VANGUARD WORLD FD2.1K shares0.00%2025-12-312026-01-26history
VIS VANGUARD WORLD FD881 shares-3.50%2025-12-312026-01-26history
FREL FIDELITY COVINGTON TRUST9.8K shares0.80%2025-12-312026-01-26history
VB VANGUARD INDEX FDS977 shares-9.87%2025-12-312026-01-26history
PANW PALO ALTO NETWORKS INC1.4K shares0.00%2025-12-312026-01-26history
GTO INVESCO ACTIVELY MANAGED EXC5.1K shares-2.47%2025-12-312026-01-26history
VCIT VANGUARD SCOTTSDALE FDS2.7K shares0.00%2025-12-312026-01-26history
EFG ISHARES TR1.9K shares0.00%2025-12-312026-01-26history
Sponsored
EMB ISHARES TR2.2K shares0.00%2025-12-312026-01-26history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available