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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$522B
$477 Million 0.55% of portfolio
2,305
Q4 2025 Reduced 45.7%
$1.74T
$473 Million 0.54% of portfolio
1,508
Q4 2025 Reduced 23.49%
$190B
$453 Million 0.52% of portfolio
3,886
Q4 2025 Reduced 40.65%
$270B
$428 Million 0.49% of portfolio
2,409
Q4 2025 Reduced 54.98%
$65.7B
$417 Million 0.48% of portfolio
5,282
Q4 2025 Added 33.96%
$46.1B
$422 Million 0.48% of portfolio
4,848
Q4 2025 Reduced 53.19%
$42.4B
$404 Million 0.46% of portfolio
2,673
Q4 2025 Reduced 27.25%
$300B
$384 Million 0.44% of portfolio
1,162
Q4 2025 Reduced 35.41%
$1.65T
$374 Million 0.43% of portfolio
1,195
Q4 2025 Reduced 41.28%
$78.2B
$374 Million 0.43% of portfolio
1,067
Q4 2025 Reduced 37.6%
$72.7B
$370 Million 0.42% of portfolio
278
Q4 2025 Reduced 49.91%
$107B
$361 Million 0.41% of portfolio
411
Q4 2025 Reduced 30.81%
$34.7B
$362 Million 0.41% of portfolio
2,876
Q4 2025 Reduced 7.55%
$74.9B
$353 Million 0.4% of portfolio
1,435
Q4 2025 Reduced 30.03%
$97.3B
$338 Million 0.39% of portfolio
4,015
Q4 2025 Reduced 17.76%
$875M
$339 Million 0.39% of portfolio
9,172
Q4 2025 Reduced 16.89%
$62.7B
$318 Million 0.36% of portfolio
4,026
Q4 2025 Reduced 45.28%
$237B
$294 Million 0.34% of portfolio
1,108
Q4 2025 Reduced 45.42%
$74.3B
$299 Million 0.34% of portfolio
1,432
Q4 2025 Reduced 26.15%
$86.7B
$287 Million 0.33% of portfolio
504
Q4 2025 Reduced 51.21%
$177B
$292 Million 0.33% of portfolio
1,683
Q4 2025 Reduced 46.67%
$172B
$280 Million 0.32% of portfolio
6,877
Q4 2025 Reduced 44.4%
$20.9B
$274 Million 0.31% of portfolio
1,319
Q4 2025 New
$123B
$243 Million 0.28% of portfolio
779
Q4 2025 Reduced 39.85%
$60.5B
$235 Million 0.27% of portfolio
5,308
Q4 2025 Reduced 27.37%
$160B
$240 Million 0.27% of portfolio
1,049
Q4 2025 Reduced 27.35%
$187B
$230 Million 0.26% of portfolio
1,342
Q4 2025 Reduced 50.55%
$64.5B
$214 Million 0.25% of portfolio
769
Q4 2025 Reduced 1.03%
$123B
$214 Million 0.24% of portfolio
443
Q4 2025 Reduced 53.47%
$144B
$210 Million 0.24% of portfolio
451
Q4 2025 Reduced 62.35%

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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