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The Analysis of NorthLanding Financial Partners, LLC's Holdings & P&L

Currently, NorthLanding Financial Partners, LLC holds 41 types of securities in its portfolio with a total value $124.0M. In the most recent quarter, they have increased their positions in VCRB (+137.7K shares, valued at $10.7M), VTV (+4.6K shares, valued at $908.8K), IVV (+1.1K shares, valued at $687.2K); decreased their positions in AGG (-86.6K shares, valued at $8.6M), VNQ (-22.1K shares, valued at $2.0M), IEFA (-3.3K shares, valued at $296.9K).

1M P&L

+4.3M+3.28%

3M P&L

-13.7M-9.23%

HY P&L

-5.9M-4.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A121.8M

99.0%

2Consumer Electronics528.1K

0.4%

3Software - Infrastructure498.0K

0.4%

Top Industries by Stock Count

1N/A35 stocks

89.7%

2Software - Infrastructure2 stocks

5.1%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR49.9K shares2.15%2026-03-312026-04-27

IEFA ISHARES TR258.4K shares-1.25%2026-03-312026-04-27

VCRB VANGUARD MALVERN FDS275.2K shares100.24%2026-03-312026-04-27

VTV VANGUARD INDEX FDS58.3K shares8.63%2026-03-312026-04-27

IEMG ISHARES INC66.2K shares-5.43%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS56.0K shares-2.32%2026-03-312026-04-27

VBR VANGUARD INDEX FDS14.0K shares-0.07%2026-03-312026-04-27

IJH ISHARES TR41.0K shares-0.03%2026-03-312026-04-27

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IVE ISHARES TR9.1K shares-3.33%2026-03-312026-04-27

VUG VANGUARD INDEX FDS4.0K shares-2.22%2026-03-312026-04-27

VXUS VANGUARD STAR FDS18.8K shares0.10%2026-03-312026-04-27

AGG ISHARES TR14.6K shares-85.59%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST6.5K shares-2.29%2026-03-312026-04-27

EEMS ISHARES INC14.5K shares0.07%2026-03-312026-04-27

IVW ISHARES TR8.8K shares0.06%2026-03-312026-04-27

Sponsored

VGT VANGUARD WORLD FD1.3K shares-0.89%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F13.2K shares-1.19%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS7.0K shares-75.99%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-04-27

AAPL APPLE INC2.1K shares0.05%2026-03-312026-04-27

VO VANGUARD INDEX FDS1.7K shares-0.68%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2026-03-312026-04-27

IJS ISHARES TR4.0K shares0.13%2026-03-312026-04-27

Sponsored

TIP ISHARES TR4.1K shares0.00%2026-03-312026-04-27

EVSD MORGAN STANLEY ETF TRUST8.7K shares0.67%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS5.9K shares0.56%2026-03-312026-04-27

VDE VANGUARD WORLD FD2.1K shares0.57%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-04-27

IDEV ISHARES TR4.1K shares0.44%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS5.8K shares0.00%2026-03-312026-04-27

MSFT MICROSOFT CORP761 shares0.00%2026-03-312026-04-27

Sponsored

VIS VANGUARD WORLD FD883 shares0.23%2026-03-312026-04-27

PAYX PAYCHEX INC2.8K shares0.11%2026-03-312026-04-27

FREL FIDELITY COVINGTON TRUST9.2K shares-5.91%2026-03-312026-04-27

GTO INVESCO ACTIVELY MANAGED EXC5.2K shares1.08%2026-03-312026-04-27

VB VANGUARD INDEX FDS877 shares-10.24%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS2.8K shares0.95%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC1.4K shares0.00%2026-03-312026-04-27

EFG ISHARES TR1.9K shares0.00%2026-03-312026-04-27

Sponsored

EMB ISHARES TR2.2K shares0.00%2026-03-312026-04-27

IVV

ISHARES TR

2.15%

Shares49.9K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-1.25%

Shares258.4K

Event2026-03-31

Filed2026-04-27

VCRB

VANGUARD MALVERN FDS

100.24%

Shares275.2K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

8.63%

Shares58.3K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

-5.43%

Shares66.2K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-2.32%

Shares56.0K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-0.07%

Shares14.0K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-0.03%

Shares41.0K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

-3.33%

Shares9.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-2.22%

Shares4.0K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

0.10%

Shares18.8K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-85.59%

Shares14.6K

Event2026-03-31

Filed2026-04-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

FTEC

FIDELITY COVINGTON TRUST

-2.29%

Shares6.5K

Event2026-03-31

Filed2026-04-27

EEMS

ISHARES INC

0.07%

Shares14.5K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

0.06%

Shares8.8K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-0.89%

Shares1.3K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-1.19%

Shares13.2K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

-75.99%

Shares7.0K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-0.68%

Shares1.7K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-27

IJS

ISHARES TR

0.13%

Shares4.0K

Event2026-03-31

Filed2026-04-27

TIP

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-27

EVSD

MORGAN STANLEY ETF TRUST

0.67%

Shares8.7K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

0.56%

Shares5.9K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

0.57%

Shares2.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

IDEV

ISHARES TR

0.44%

Shares4.1K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.00%

Shares761

Event2026-03-31

Filed2026-04-27

VIS

VANGUARD WORLD FD

0.23%

Shares883

Event2026-03-31

Filed2026-04-27

PAYX

PAYCHEX INC

0.11%

Shares2.8K

Event2026-03-31

Filed2026-04-27

FREL

FIDELITY COVINGTON TRUST

-5.91%

Shares9.2K

Event2026-03-31

Filed2026-04-27

GTO

INVESCO ACTIVELY MANAGED EXC

1.08%

Shares5.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-10.24%

Shares877

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

0.95%

Shares2.8K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

EMB

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available