NorthLanding Financial Partners, LLC

CIK

1655982

Location

ROCHESTER, NY

Portfolio Value

Small $144,546,125

Diversification

Highly concentrated

Filing Date

Global Rank

#7,511 / 8,794 ▲ 945 · as of Jun 2026

Top Industry

Insurance - Diversified 46.2%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

16 quarters · since Sep 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

56.4%

+14.6 pts

Top 5

90.7%

+5.2 pts

Top 10

96.3%

+1.7 pts

HHI

3,605

Highly concentrated+880

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.5%	$139,535,207	15
Financial Services	1.8%	$2,622,269	2
Technology	1.2%	$1,761,549	4
Communication Services	0.3%	$425,985	1
Energy	0.1%	$201,115	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+27,454	106,341	$19,319,591
EDV	Vanguard World Funds Extended Duration ETF	+26,308	30,658	$3,942,910
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+17,318	496,070	$81,469,690
VEA	Vanguard FTSE Developed Markets ETF	+12,507	68,519	$4,881,978
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+3,912	279,076	$21,553,876
BIV	Vanguard Intermediate-Term Bond ETF	+3,257	9,204	$675,665
PAYX	Paychex Inc	+1,254	4,073	$400,498
BRK-B	Berkshire Hathaway Inc	+451	1,636	$2,315,337
VXUS	Vanguard Total International Stock ETF	+172	18,969	$1,621,659
EVSD	Eaton Vance Short Duration Income ETF	+89	8,821	$448,591
DVVY	Invesco Diversified Dividend Opportunities ETF	+55	5,207	$244,052
AAPL	Apple Inc.	+30	2,111	$610,838
MSFT	Microsoft Corp	+16	777	$289,836
VEU	Vanguard FTSE All-World Ex-US ETF	+2	19,695	$1,332,465
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−1,292	7,232	$488,456
VIG	Vanguard Dividend Appreciation ETF	−212	6,783	$654,084
FBCG	Fidelity Blue Chip Growth ETF	−31	15,638	$2,117,862
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	5,936	$554,303
C	Citigroup Inc	2,193	$306,932
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	1,764	$230,025
XOM	ExxonMobil Holdings Corp	1,471	$201,115
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $144,546,125 total · filing declares 45 positions · $144,545,605 · as of Jun 30, 2026

All sectors Communication Services Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	496,070	+17,318	$81,469,690	—	56.36%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	279,076	+3,912	$21,553,876	+1.2%	14.91%
VB	Vanguard Morningstar Small-Cap ETF	Added	106,341	+27,454	$19,319,591	+27.7%	13.37%
VEA	Vanguard FTSE Developed Markets ETF	Added	68,519	+12,507	$4,881,978	+36.0%	3.38%
EDV	Vanguard World Funds Extended Duration ETF	Added	30,658	+26,308	$3,942,910	+418.4%	2.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,636	+451	$2,315,337	+15.6%	1.60%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	15,638	-31	$2,117,862	+32.6%	1.47%
VXUS	Vanguard Total International Stock ETF	Added	18,969	+172	$1,621,659	+11.9%	1.12%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	19,695	+2	$1,332,465	+10.9%	0.92%
BIV	Vanguard Intermediate-Term Bond ETF	Added	9,204	+3,257	$675,665	+54.3%	0.47%
VIG	Vanguard Dividend Appreciation ETF	Reduced	6,783	-212	$654,084	+5.4%	0.45%
AAPL	Apple Inc. Technology	Added	2,111	+30	$610,838	+15.7%	0.42%
VIGI	Vanguard International Dividend Appreciation ETF	NEW	5,936	NEW	$554,303	NEW	0.38%
BNDW	Vanguard Total World Bond ETF	Reduced	7,232	-1,292	$488,456	−13.7%	0.34%
PANW	Palo Alto Networks Inc Technology	Held	1,350	0	$460,377	+112.7%	0.32%
EVSD	Eaton Vance Short Duration Income ETF	Added	8,821	+89	$448,591	+0.9%	0.31%
GOOGL	Alphabet Inc. Communication Services	Held	1,192	0	$425,985	+24.3%	0.29%
PAYX	Paychex Inc Technology	Added	4,073	+1,254	$400,498	+54.2%	0.28%
C	Citigroup Inc Financial Services	NEW	2,193	NEW	$306,932	NEW	0.21%
MSFT	Microsoft Corp Technology	Added	777	+16	$289,836	+2.9%	0.20%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	5,207	+55	$244,052	+1.2%	0.17%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	NEW	1,764	NEW	$230,025	NEW	0.16%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,471	NEW	$201,115	NEW	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.