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 ETFs Only

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%
$0
$3.93 Billion 4.49% of portfolio
8,178
Q4 2025 Reduced 23.11%
$0
$968 Million 1.11% of portfolio
1,576
Q4 2025 Reduced 61.35%
$0
$239 Million 0.27% of portfolio
1,134
Q3 2024 New
$0
$208 Million 0.24% of portfolio
7,720
Q4 2025 Reduced 46.55%

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
Track This Portfolio

Track Northern Financial Advisors Inc Portfolio

Follow Northern Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email