NorthRock Partners, LLC - Portfolio overview

NorthRock Partners, LLC has 880 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 Financial Services.

Largest reported holdings by portfolio allocation

1. JMTG - J P MORGAN EXCHANGE TRADED F, 7.53%
2. VOO - VANGUARD INDEX FDS, 5.32%
3. SPYM - SPDR SERIES TRUST, 4.83%

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

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