NorthLanding Financial Partners, LLC
CIK 1655982 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- IVV26.93%
- IEFA18.76%
- VTV8.23%
- VCRB8.07%
- AGG7.59%
- IEMG3.74%
- VEA2.88%
- VBR2.36%
- IJH2.32%
- VNQ2.07%
Share classes counted separately82.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.60 pp25.33% → 26.93%Shares +3.08K (+6.70%)
- VCRBWeight increased · +0.99 pp7.08% → 8.07%Shares +24.39K (+26.19%)
- AGGWeight decreased · -0.71 pp8.30% → 7.59%Shares +963 (+1.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $30.42M | 26.93% | 49.00K shares | 25.33% → 26.93%+1.60 pp +3.08K (+6.70%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $21.19M | 18.76% | 253.81K shares | 18.63% → 18.76%+0.13 pp +3.03K (+1.21%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $9.29M | 8.23% | 52.58K shares | 7.97% → 8.23%+0.26 pp +5.62K (+11.96%) | Added | ↗▾ |
| 04 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $9.12M | 8.07% | 117.51K shares | 7.08% → 8.07%+0.99 pp +24.39K (+26.19%) | Added | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $8.58M | 7.59% | 86.45K shares | 8.30% → 7.59%-0.71 pp +963 (+1.13%) | Added | ↗▾ |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $4.22M | 3.74% | 70.37K shares | 3.62% → 3.74%+0.12 pp +2.08K (+3.05%) | Added | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $3.25M | 2.88% | 56.99K shares | 2.86% → 2.88%+0.02 pp -283 (-0.49%) | Reduced | ↗▾ |
| 08 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $2.66M | 2.36% | 13.66K shares | 2.24% → 2.36%+0.12 pp +1.40K (+11.44%) | Added | ↗▾ |
| 09 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $2.62M | 2.32% | 42.26K shares | 2.25% → 2.32%+0.07 pp +3.07K (+7.84%) | Added | ↗▾ |
| 10 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $2.34M | 2.07% | 26.25K shares | 2.20% → 2.07%-0.13 pp +1.55K (+6.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1655982 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112968135
}Research all 42 reported holdings.
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