NorthLanding Financial Partners, LLC

Est. AUM

$124.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$32.6M	49922	26.29%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$23.4M	258449	18.86%	SOLE
3	VANGUARD MALVERN FDS	CORE BD ETF	$21.3M	275164	17.17%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$11.4M	58279	9.22%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$4.6M	66247	3.73%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	56012	2.89%	SOLE
7	VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	14029	2.46%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$2.8M	41006	2.23%	SOLE
9	ISHARES TR	S&P 500 VAL ETF	$1.9M	9073	1.54%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3962	1.39%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	18797	1.17%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$1.4M	14587	1.17%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	1.16%	SOLE
14	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.4M	6491	1.09%	SOLE
15	ISHARES INC	EM MKT SM-CP ETF	$1.0M	14478	0.81%	SOLE
16	ISHARES TR	S&P 500 GRWT ETF	$990K	8752	0.80%	SOLE
17	VANGUARD WORLD FD	INF TECH ETF	$935K	1341	0.75%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$712K	13173	0.57%	SOLE
19	VANGUARD INDEX FDS	REAL ESTATE ETF	$620K	6995	0.50%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$567K	1183	0.46%	SOLE
21	APPLE INC	COM	$528K	2081	0.43%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$500K	1740	0.40%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$490K	6520	0.40%	SOLE
24	ISHARES TR	SP SMCP600VL ETF	$469K	3962	0.38%	SOLE
25	ISHARES TR	TIPS BD ETF	$453K	4101	0.37%	SOLE
26	MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$445K	8732	0.36%	SOLE
27	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$438K	5947	0.35%	SOLE
28	VANGUARD WORLD FD	ENERGY ETF	$368K	2126	0.30%	SOLE
29	ALPHABET INC	CAP STK CL A	$343K	1192	0.28%	SOLE
30	ISHARES TR	CORE MSCI INTL	$342K	4088	0.28%	SOLE
31	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$337K	5761	0.27%	SOLE
32	MICROSOFT CORP	COM	$282K	761	0.23%	SOLE
33	VANGUARD WORLD FD	INDUSTRIAL ETF	$276K	883	0.22%	SOLE
34	PAYCHEX INC	COM	$260K	2819	0.21%	SOLE
35	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$247K	9178	0.20%	SOLE
36	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$241K	5152	0.19%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$230K	877	0.19%	SOLE
38	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$229K	2763	0.18%	SOLE
39	PALO ALTO NETWORKS INC	COM	$216K	1350	0.17%	SOLE
40	ISHARES TR	EAFE GRWTH ETF	$212K	1900	0.17%	SOLE
41	ISHARES TR	JPMORGAN USD EMG	$205K	2187	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.