Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $87.5 Billion
  • Q4 2025

Northern Financial Advisors Inc has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $87.5 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.41B, Broadcom Inc. with a value of $4.59B, Microsoft Corp with a value of $4.55B, Spdr Dow Jones Industrial Average ETF Trust with a value of $3.93B, and Apple Inc. with a value of $3.82B.

Examining the 13F form we can see an decrease of $103B in the current position value, from $191B to 87.5B.

Northern Financial Advisors Inc is based out at Bloomfield Hills, MI

Below you can find more details about Northern Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $87.5 Billion
Technology: $24.5 Billion
Financial Services: $13.1 Billion
ETFs: $12.8 Billion
Consumer Cyclical: $8.44 Billion
Industrials: $8.16 Billion
Communication Services: $5.6 Billion
Consumer Defensive: $5.56 Billion
Healthcare: $5.02 Billion
Other: $3.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.41 Billion 8.48% of portfolio
10,871
Q4 2025 Reduced 53.41%
$139B
$4.59 Billion 5.25% of portfolio
13,270
Q4 2025 Reduced 18.04%
$3.78T
$4.55 Billion 5.2% of portfolio
9,401
Q4 2025 Added 6.94%
$0
$3.93 Billion 4.49% of portfolio
8,178
Q4 2025 Reduced 23.11%
$4.3T
$3.82 Billion 4.36% of portfolio
14,043
Q4 2025 Reduced 45.92%
$465B
$3.21 Billion 3.67% of portfolio
17,193
Q4 2025 Reduced 34.09%
$279B
$2.86 Billion 3.27% of portfolio
25,679
Q4 2025 Reduced 42.18%
$23.4B
$2.22 Billion 2.54% of portfolio
305
Q4 2025 Reduced 32.07%
$49.1B
$2.12 Billion 2.43% of portfolio
22,642
Q4 2025 Added 389.24%
$265B
$2.03 Billion 2.32% of portfolio
2,310
Q4 2025 Reduced 38.58%
$881B
$1.96 Billion 2.25% of portfolio
6,098
Q4 2025 Reduced 50.33%
$255B
$1.88 Billion 2.15% of portfolio
5,084
Q4 2025 Reduced 42.21%
$490B
$1.76 Billion 2.01% of portfolio
14,630
Q4 2025 Reduced 39.52%
$2.39T
$1.6 Billion 1.83% of portfolio
6,920
Q4 2025 Added 37.33%
$291B
$1.53 Billion 1.75% of portfolio
2,671
Q4 2025 Reduced 48.33%
$593B
$1.53 Billion 1.74% of portfolio
7,829
Q4 2025 Reduced 42.82%
$266B
$1.21 Billion 1.38% of portfolio
4,084
Q4 2025 Reduced 47.3%
$67.3B
$1.13 Billion 1.3% of portfolio
3,906
Q4 2025 Reduced 41.11%
$533B
$1.12 Billion 1.28% of portfolio
3,186
Q4 2025 Reduced 46.73%
$91.4B
$1.05 Billion 1.2% of portfolio
6,569
Q4 2025 Reduced 42.89%
$1.37T
$1.05 Billion 1.2% of portfolio
1,584
Q4 2025 Reduced 38.6%
$306B
$1.01 Billion 1.16% of portfolio
14,494
Q4 2025 Reduced 41.86%
$77.2B
$1.01 Billion 1.15% of portfolio
4,160
Q4 2025 Reduced 27.27%
$258B
$979 Million 1.12% of portfolio
5,339
Q4 2025 Reduced 47.08%
$512B
$980 Million 1.12% of portfolio
1,717
Q4 2025 Reduced 26.91%
$0
$968 Million 1.11% of portfolio
1,576
Q4 2025 Reduced 61.35%
$279B
$907 Million 1.04% of portfolio
3,732
Q4 2025 Reduced 30.85%
$140B
$866 Million 0.99% of portfolio
3,592
Q4 2025 Reduced 33.26%
$94.5B
$830 Million 0.95% of portfolio
2,465
Q4 2025 Reduced 28.92%
$269B
$819 Million 0.94% of portfolio
4,033
Q4 2025 Reduced 35.36%
$319B
$810 Million 0.93% of portfolio
10,520
Q4 2025 Reduced 48.1%
$169B
$778 Million 0.89% of portfolio
5,077
Q4 2025 Added 127.46%
$268B
$742 Million 0.85% of portfolio
2,600
Q4 2025 Reduced 44.85%
$404B
$717 Million 0.82% of portfolio
831
Q4 2025 Reduced 60.18%
$65.2B
$721 Million 0.82% of portfolio
1,413
Q4 2025 Reduced 13.42%
$140B
$712 Million 0.81% of portfolio
2,235
Q4 2025 Reduced 36.6%
$367B
$669 Million 0.77% of portfolio
1,945
Q4 2025 Reduced 45.64%
$86.1B
$669 Million 0.76% of portfolio
2,064
Q4 2025 Reduced 33.8%
$132B
$654 Million 0.75% of portfolio
2,872
Q4 2025 Reduced 39.9%
$182B
$648 Million 0.74% of portfolio
978
Q4 2025 Reduced 17.68%
$183B
$642 Million 0.73% of portfolio
1,961
Q4 2025 Reduced 42.63%
$70.2B
$616 Million 0.7% of portfolio
19,211
Q4 2025 Reduced 38.29%
$224B
$584 Million 0.67% of portfolio
1,910
Q4 2025 Reduced 49.55%
$388B
$574 Million 0.66% of portfolio
2,680
Q4 2025 Reduced 34.15%
$414B
$554 Million 0.63% of portfolio
2,423
Q4 2025 Reduced 38.24%
$346B
$554 Million 0.63% of portfolio
3,868
Q4 2025 Reduced 56.35%
$156B
$554 Million 0.63% of portfolio
4,512
Q4 2025 Reduced 50.76%
$132B
$543 Million 0.62% of portfolio
2,784
Q4 2025 Reduced 55.31%
$413B
$542 Million 0.62% of portfolio
9,855
Q4 2025 Reduced 31.1%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $87.5 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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