account_balance
Investment manager · 13F filer · SEC CIK 1914515
Northeast Planning Associates, Inc.
Reported value$149Mas of Sep 30, 2026
Positions74 13 new, 4 sold out
Top 10 weight57.4%SLV alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SLViShares Silver Trust
13.7%Trimmed −15%
USTBVictory Portfolios II
8.8%
JPSTJ P Morgan Exchange Traded F
7.6%
UITBVictory Portfolios II
7.2%Trimmed −8%
GDXVaneck ETF Trust
6.4%
SILGlobal X FDS
3.2%+27%
BINCBlackRock ETF Trust II
2.9%Added +24%
EVMOMorgan Stanley ETF Trust
2.6%Trimmed −4%
VFLOVictory Portfolios II
2.5%−17%
DBEFDBX ETF Tr
2.5%−6%
COPXGlobal X FDS
2.4%
UEVMVictory Portfolios II
2.2%
SLViShares Silver Trust
13.7%Trimmed −15%
USTBVictory Portfolios II
8.8%
JPSTJ P Morgan Exchange Traded F
7.6%
UITBVictory Portfolios II
7.2%−8%
GDXVaneck ETF Trust
6.4%
SIL3.2%
BINC2.9%
EVMO2.6%
VFLO
DBEF
COPX
UEVM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SLV iShares Silver Trust 13.7% Trimmed −15%
USTB Victory Portfolios II 8.8% Held
JPST J P Morgan Exchange Traded F 7.6% Held
UITB Victory Portfolios II 7.2% Trimmed −8%
GDX Vaneck ETF Trust 6.4% Held
SIL Global X FDS 3.2% Added +27%
BINC BlackRock ETF Trust II 2.9% Added +24%
EVMO Morgan Stanley ETF Trust 2.6% Trimmed −4%
VFLO Victory Portfolios II 2.5% Trimmed −17%
DBEF DBX ETF Tr 2.5% Trimmed −6%
COPX Global X FDS 2.4% Held
UEVM Victory Portfolios II 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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