account_balance
Investment manager · 13F filer · SEC CIK 2011587
NorthStar Asset Management LLC
Reported value$262Mas of Sep 30, 2026
Positions110 11 new, 7 sold out
Top 10 weight49.0%IUSG alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSGiShares Tr
7.6%Trimmed −36%
GSLCGoldman Sachs ETF Tr
7.3%Trimmed −28%
NVDANVIDIA Corp
6.8%Added +3%
VOTVanguard Index FDS
5.6%Added +5%
SEIMSEI Exchange Traded Funds
4.5%New
SEIQSEI Exchange Traded Funds
4.3%New
AAPLApple Inc.
3.8%Added +4%
VEAVanguard Tax-Managed FDS
3.5%Added +3%
SCZiShares Tr
2.8%Added +5%
ISCGiShares Tr
2.7%+3%
GBILGoldman Sachs ETF Tr
2.6%Trimmed −9%
AVEMAmerican Centy ETF Tr
2.3%+8%
IUSGiShares Tr
7.6%Trimmed −36%
GSLCGoldman Sachs ETF Tr
7.3%Trimmed −28%
NVDANVIDIA Corp
6.8%
VOTVanguard Index FDS
5.6%
SEIMSEI Exchange Traded Funds
4.5%New
SEIQSEI Exchange Traded Funds
4.3%
AAPLApple Inc.
3.8%
VEAVanguard Tax-Managed FDS
3.5%
SCZ2.8%
ISCG
GBIL
AVEM
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
IUSG iShares Tr 7.6% Trimmed −36%
GSLC Goldman Sachs ETF Tr 7.3% Trimmed −28%
NVDA NVIDIA Corp 6.8% Added +3%VOT Vanguard Index FDS 5.6% Added +5%
SEIM SEI Exchange Traded Funds 4.5% New
SEIQ SEI Exchange Traded Funds 4.3% New
AAPL Apple Inc. 3.8% Added +4%VEA Vanguard Tax-Managed FDS 3.5% Added +3%
SCZ iShares Tr 2.8% Added +5%
ISCG iShares Tr 2.7% Added +3%
GBIL Goldman Sachs ETF Tr 2.6% Trimmed −9%
AVEM American Centy ETF Tr 2.3% Added +8%
What changed
Biggest moves since Jun 30, 2026
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