Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $191 Billion
  • Q3 2025

Northern Financial Advisors Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 124 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 $15.5B, Vanguard Value ETF with a value of $10.9B, Vanguard Growth ETF with a value of $7.83B, Apple Inc. with a value of $6.61B, and Netflix Inc with a value of $5.55B.

Examining the 13F form we can see an increase of $57.3B in the current position value, from $133B to 191B.

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 $191 Billion
ETFs: $63.4 Billion
Technology: $36.8 Billion
Financial Services: $21.3 Billion
Industrials: $14.3 Billion
Consumer Cyclical: $12.9 Billion
Communication Services: $11.7 Billion
Consumer Defensive: $10 Billion
Healthcare: $8.87 Billion
Other: $6.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 8.16% of portfolio
23,332
Q3 2025 Added 26.33%
$0
$10.9 Billion 5.71% of portfolio
58,353
Q3 2025 New
$0
$7.83 Billion 4.11% of portfolio
16,324
Q3 2025 New
$4.3T
$6.61 Billion 3.47% of portfolio
25,968
Q3 2025 Added 38.58%
$49.1B
$5.55 Billion 2.91% of portfolio
4,628
Q3 2025 Added 7.88%
$139B
$5.34 Billion 2.8% of portfolio
16,191
Q3 2025 Added 1.96%
$0
$5.29 Billion 2.78% of portfolio
71,123
Q3 2025 New
$0
$5.29 Billion 2.78% of portfolio
88,256
Q3 2025 New
$0
$4.93 Billion 2.59% of portfolio
10,636
Q3 2025 Reduced 1.82%
$465B
$4.87 Billion 2.55% of portfolio
26,087
Q3 2025 Added 16.38%
$279B
$4.58 Billion 2.4% of portfolio
44,412
Q3 2025 Added 1.27%
$3.78T
$4.55 Billion 2.39% of portfolio
8,791
Q3 2025 Added 8.18%
$881B
$3.87 Billion 2.03% of portfolio
12,277
Q3 2025 Added 10.84%
$593B
$3.85 Billion 2.02% of portfolio
13,691
Q3 2025 Added 9.66%
$23.4B
$3.61 Billion 1.89% of portfolio
449
Q3 2024 Reduced 17.77%
$265B
$3 Billion 1.57% of portfolio
3,761
Q3 2025 Added 0.27%
$0
$2.78 Billion 1.46% of portfolio
10,946
Q3 2025 New
$490B
$2.73 Billion 1.43% of portfolio
24,191
Q3 2025 Added 1.33%
$0
$2.45 Billion 1.29% of portfolio
4,078
Q3 2025 Reduced 2.44%
$291B
$2.47 Billion 1.29% of portfolio
5,169
Q3 2025 Added 2.76%
$266B
$2.19 Billion 1.15% of portfolio
7,750
Q3 2025 Added 9.76%
Simplify Exchange Traded Fun
-
$2.11 Billion 1.11% of portfolio
-
Q3 2025 New
$169B
$2.05 Billion 1.08% of portfolio
2,232
Q3 2025 Added 2.76%
$533B
$2.04 Billion 1.07% of portfolio
5,981
Q3 2025 Added 0.76%
$404B
$1.93 Billion 1.01% of portfolio
2,087
Q3 2025 Added 30.52%
$0
$1.89 Billion 0.99% of portfolio
34,489
Q3 2025 Added 485.35%
$1.37T
$1.89 Billion 0.99% of portfolio
2,580
Q3 2025 Added 0.04%
$67.3B
$1.85 Billion 0.97% of portfolio
6,633
Q3 2025 Reduced 0.99%
$91.4B
$1.79 Billion 0.94% of portfolio
11,503
Q3 2025 Added 3.17%
$258B
$1.69 Billion 0.89% of portfolio
10,089
Q3 2025 Added 1.02%
$306B
$1.65 Billion 0.87% of portfolio
24,931
Q3 2025 Added 13.73%
$971B
$1.53 Billion 0.8% of portfolio
2,008
Q3 2025 Reduced 10.04%
$269B
$1.49 Billion 0.78% of portfolio
6,239
Q3 2025 Reduced 0.37%
$0
$1.47 Billion 0.77% of portfolio
27,041
Q3 2025 New
$279B
$1.44 Billion 0.76% of portfolio
5,397
Q3 2025 Reduced 0.06%
$367B
$1.45 Billion 0.76% of portfolio
3,578
Q3 2025 Added 4.38%
$319B
$1.39 Billion 0.73% of portfolio
20,270
Q3 2025 Added 7.29%
$346B
$1.36 Billion 0.71% of portfolio
8,861
Q3 2025 Added 0.82%
$140B
$1.35 Billion 0.71% of portfolio
5,382
Q3 2025 Reduced 0.2%
$512B
$1.34 Billion 0.7% of portfolio
2,349
Q3 2025 Added 2.76%
$132B
$1.31 Billion 0.69% of portfolio
6,229
Q3 2025 Reduced 1.02%
$140B
$1.32 Billion 0.69% of portfolio
3,525
Q3 2025 Added 0.17%
$79.2B
$1.28 Billion 0.67% of portfolio
18,298
Q3 2025 Added 6.28%
$77.2B
$1.22 Billion 0.64% of portfolio
5,720
Q3 2025 Added 0.18%
$132B
$1.18 Billion 0.62% of portfolio
4,779
Q3 2025 Added 0.31%
$94.5B
$1.18 Billion 0.62% of portfolio
3,468
Q3 2025 Added 1.26%
$224B
$1.15 Billion 0.6% of portfolio
3,786
Q3 2025 Added 8.05%
$2.39T
$1.11 Billion 0.58% of portfolio
5,039
Q3 2025 Added 85.6%
$86.1B
$1.08 Billion 0.57% of portfolio
3,118
Q3 2025 Added 2.5%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $191 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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