§ 13F · FUND PROFILE
Northstar Financial Companies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $96.2T (13F)Positions · 100Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 34K | $12.6T | 10.0% | −2% |
| 2 | V | VISA INC | 25K | $8.7T | 7.0% | +4% |
| 3 | AAPL | APPLE INC | 23K | $6.2T | 4.9% | +1% |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | 12K | $5.2T | 4.1% | −3% |
| 5 | MSFT | MICROSOFT CORP | 10K | $4.7T | 3.8% | +7% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 67K | $4.2T | 3.3% | −2% |
| 7 | GOOG | ALPHABET INC | 9K | $2.8T | 2.2% | −4% |
| 8 | VB | VANGUARD INDEX FDS | 11K | $2.7T | 2.2% | −7% |
| 9 | AMZN | AMAZON COM INC | 12K | $2.7T | 2.2% | +3% |
| 10 | IAU | ISHARES GOLD TR | 32K | $2.6T | 2.0% | +68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHSTAR SIGNAL
AC read
Northstar Financial Companies, Inc. is a Other fund managing $96182.8 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed