account_balance
Investment manager · 13F filer · SEC CIK 2127798
Northern Lights Advisors, Inc.
Reported value$192Mas of Sep 30, 2026
Positions74 8 new, 6 sold out
Top 10 weight55.9%VEA alone is 14%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
13.8%Trimmed −2%
MSFTMicrosoft Corp
8.4%
IEMGiShares Inc
5.1%
IWFiShares Tr
5.1%
AMZNAmazon.com Inc
4.3%Trimmed −4%
IWDiShares Tr
4.3%Trimmed −5%
VTEBVanguard Mun Bd FDS
4.1%
AAPLApple Inc.
3.9%Trimmed −3%
VTIVanguard Index FDS
3.8%
VTVVanguard Index FDS
3.1%Added +12%
VTIPVanguard Malvern FDS
3.1%Added +8%
VWOVanguard Intl Equity Index F
2.7%Added +4%
VEAVanguard Tax-Managed FDS
13.8%Trimmed −2%
MSFTMicrosoft Corp
8.4%
IEMGiShares Inc
5.1%
IWFiShares Tr
5.1%
AMZNAmazon.com Inc
4.3%−4%
IWDiShares Tr
4.3%
VTEBVanguard Mun Bd FDS
4.1%
AAPLApple Inc.
3.9%
VTIVanguard Index FDS
3.8%
VTV3.1%
VTIP3.1%
VWO2.7%
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
VEA Vanguard Tax-Managed FDS 13.8% Trimmed −2%
MSFT Microsoft Corp 8.4% HeldIEMG iShares Inc 5.1% Held
IWF iShares Tr 5.1% Held
AMZN Amazon.com Inc 4.3% Trimmed −4%IWD iShares Tr 4.3% Trimmed −5%
VTEB Vanguard Mun Bd FDS 4.1% Held
AAPL Apple Inc. 3.9% Trimmed −3%VTI Vanguard Index FDS 3.8% Held
VTV Vanguard Index FDS 3.1% Added +12%
VTIP Vanguard Malvern FDS 3.1% Added +8%
VWO Vanguard Intl Equity Index F 2.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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