Northern Financial Advisors Inc - Portfolio overview

Northern Financial Advisors Inc has 132 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 6.04%
2. VTV - VANGUARD INDEX FDS, 5.99%
3. VUG - VANGUARD INDEX FDS, 4.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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