Northern Lights Advisors, Inc.

Est. AUM

$147.6M

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	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.1M	375705	16.31%	SOLE
2	MICROSOFT CORP	COM	$8.7M	23492	5.89%	SOLE
3	ISHARES TR	RUS 1000 GRW ETF	$8.7M	20315	5.87%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$8.3M	119630	5.65%	SOLE
5	ISHARES TR	RUS 1000 VAL ETF	$7.8M	36565	5.29%	SOLE
6	VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	147051	4.97%	SOLE
7	AMAZON COM INC	COM	$7.1M	34294	4.84%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$5.9M	18516	4.02%	SOLE
9	APPLE INC	COM	$5.3M	20803	3.58%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$4.6M	23417	3.11%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$4.6M	45908	3.09%	SOLE
12	VANGUARD MALVERN FDS	STRM INFPROIDX	$4.5M	90101	3.05%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.3M	79042	2.89%	SOLE
14	ISHARES TR	MSCI EAFE ETF	$3.8M	39084	2.57%	SOLE
15	ISHARES TR	RUS 1000 ETF	$3.7M	10400	2.51%	SOLE
16	VANGUARD INDEX FDS	SML CP GRW ETF	$3.1M	10341	2.12%	SOLE
17	ISHARES TR	IBOXX INV CP ETF	$3.1M	28146	2.08%	SOLE
18	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.0M	16200	2.02%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$2.8M	6373	1.89%	SOLE
20	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.4M	102461	1.61%	SOLE
21	NVIDIA CORPORATION	COM	$2.3M	13272	1.57%	SOLE
22	ISHARES TR	CORE INTL AGGR	$1.8M	36410	1.23%	SOLE
23	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.5M	7248	1.00%	SOLE
24	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.4M	57455	0.98%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.97%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$1.3M	12625	0.91%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.3M	4602	0.90%	SOLE
28	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	15828	0.89%	SOLE
29	VANGUARD STAR FDS	VG TL INTL STK F	$947K	12282	0.64%	SOLE
30	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$885K	2170	0.60%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$882K	1841	0.60%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$693K	1159	0.47%	SOLE
33	NETFLIX INC.	COM	$670K	6965	0.45%	SOLE
34	META PLATFORMS INC	CL A	$647K	1130	0.44%	SOLE
35	BROADCOM INC	COM	$636K	2056	0.43%	SOLE
36	ISHARES TR	RUS MDCP VAL ETF	$595K	4085	0.40%	SOLE
37	ALPHABET INC	CAP STK CL C	$520K	1813	0.35%	SOLE
38	TESLA INC	COM	$482K	1296	0.33%	SOLE
39	BOOKING HOLDINGS INC	COM	$467K	111	0.32%	SOLE
40	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$463K	6286	0.31%	SOLE
41	SALESFORCE INC	COM	$393K	2104	0.27%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$391K	393	0.26%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$391K	1158	0.26%	SOLE
44	EXXON MOBIL CORP	COM	$368K	2168	0.25%	SOLE
45	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$329K	6240	0.22%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$321K	555	0.22%	SOLE
47	ELI LILLY & CO	COM	$316K	343	0.21%	SOLE
48	JPMORGAN CHASE & CO	COM	$315K	1071	0.21%	SOLE
49	VANGUARD INDEX FDS	MID CAP ETF	$313K	1089	0.21%	SOLE
50	ISHARES TR	S&P SML 600 GWT	$298K	2060	0.20%	SOLE

1–50 of 57

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