account_balance
Investment manager · 13F filer · SEC CIK 2059828
Northstar Financial Companies, Inc.
Reported value$152Mas of Sep 30, 2026
Positions110 4 new, 11 sold out
Top 10 weight39.3%IWB alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWBiShares Tr
9.1%
VVisa Inc.
6.4%
AAPLApple Inc.
3.9%Trimmed −2%
VOOGVanguard Admiral FDS Inc
3.8%
MSFTMicrosoft Corp
3.1%
VEAVanguard Tax-Managed FDS
3.0%
JPSTJ P Morgan Exchange Traded F
2.8%Added +19%
CVXChevron Corp
2.5%Trimmed −6%
AMZNAmazon.com Inc
2.3%
VZVerizon Communications Inc
2.3%
MUMicron Technology Inc
2.2%Trimmed −17%
XOMExxonMobil Holdings Corp
2.1%Trimmed −12%
IWBiShares Tr
9.1%
VVisa Inc.
6.4%
AAPLApple Inc.
3.9%−2%
VOOGVanguard Admiral FDS Inc
3.8%
MSFTMicrosoft Corp
3.1%
VEAVanguard Tax-Managed FDS
3.0%
JPSTJ P Morgan Exchange Traded F
2.8%
CVXChevron Corp
2.5%
AMZNAmazon.com Inc
2.3%
VZ2.3%MU2.2%XOM2.1%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
IWB iShares Tr 9.1% Held
V Visa Inc. 6.4% HeldAAPL Apple Inc. 3.9% Trimmed −2%VOOG Vanguard Admiral FDS Inc 3.8% Held
MSFT Microsoft Corp 3.1% HeldVEA Vanguard Tax-Managed FDS 3.0% Held
JPST J P Morgan Exchange Traded F 2.8% Added +19%
CVX Chevron Corp 2.5% Trimmed −6%AMZN Amazon.com Inc 2.3% HeldVZ Verizon Communications Inc 2.3% HeldMU Micron Technology Inc 2.2% Trimmed −17%XOM ExxonMobil Holdings Corp 2.1% Trimmed −12%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.