account_balance
Investment manager · 13F filer · SEC CIK 1962457
Northern Financial Advisors Inc
Reported value$152Mas of Sep 30, 2026
Positions102 4 new, 2 sold out
Top 10 weight37.6%SPY alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
8.2%Trimmed −5%
MSFTMicrosoft Corp
4.5%Added +3%
AAPLApple Inc.
4.1%
NVDANVIDIA Corp
3.6%Added +2%
AVGOBroadcom Inc.
3.6%
WMTWalmart Inc.
3.0%
DIASPDR Dow Jones Industrial Average ETF Trust
2.9%Trimmed −5%
XOMExxonMobil Holdings Corp
2.7%
CATCaterpillar Inc
2.6%Trimmed −4%
MUMicron Technology Inc
2.4%
JPMJPMorgan Chase & Co
2.4%
GSGoldman Sachs Group Inc
2.2%
SPYSPDR S&P 500 ETF Trust
8.2%Trimmed −5%
MSFTMicrosoft Corp
4.5%+3%
AAPLApple Inc.
4.1%
NVDANVIDIA Corp
3.6%+2%
AVGOBroadcom Inc.
3.6%
WMTWalmart Inc.
3.0%
DIASPDR Dow Jones Industrial Average ETF Trust
2.9%
XOMExxonMobil Holdings Corp
2.7%
CATCaterpillar Inc
2.6%
MU2.4%JPM2.4%GS2.2%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
SPY SPDR S&P 500 ETF Trust 8.2% Trimmed −5%MSFT Microsoft Corp 4.5% Added +3%AAPL Apple Inc. 4.1% HeldNVDA NVIDIA Corp 3.6% Added +2%AVGO Broadcom Inc. 3.6% HeldWMT Walmart Inc. 3.0% HeldDIA SPDR Dow Jones Industrial Average ETF Trust 2.9% Trimmed −5%XOM ExxonMobil Holdings Corp 2.7% HeldCAT Caterpillar Inc 2.6% Trimmed −4%MU Micron Technology Inc 2.4% HeldJPM JPMorgan Chase & Co 2.4% HeldGS Goldman Sachs Group Inc 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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