Northeast Financial Group, Inc. - Portfolio overview

Northeast Financial Group, Inc. has 90 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 14.42%
2. SCHM - SCHWAB STRATEGIC TR, 6.57%
3. SCHG - SCHWAB STRATEGIC TR, 5.76%

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

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