§ 13F · FUND PROFILE
Northern Lights Advisors, Inc..
AUM · $184M (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 383K | $27M | — | +2% |
| 2 | MSFT | MICROSOFT CORP | 31K | $12M | — | +32% |
| 3 | IEMG | ISHARES INC | 119K | $10M | — | ±0% |
| 4 | IWF | ISHARES TR | 78K | $10M | — | +286% |
| 5 | VTEB | VANGUARD MUN BD FDS | 167K | $8M | — | +14% |
| 6 | IWD | ISHARES TR | 35K | $8M | — | −5% |
| 7 | AMZN | AMAZON COM INC | 34K | $8M | — | ±0% |
| 8 | VTI | VANGUARD INDEX FDS | 20K | $7M | — | +7% |
| 9 | AAPL | APPLE INC | 23K | $7M | — | +10% |
| 10 | VTIP | VANGUARD MALVERN FDS | 113K | $6M | — | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHERN SIGNAL
AC read
Northern Lights Advisors, Inc. is a institutional fund managing $184 million in assets. The fund runs a portfolio of 72 positions.
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