Northern Financial Advisors Inc 13F Holdings
CIK 0001962457 · BLOOMFIELD HILLS, MI
As of Sep 30, 2025, Northern Financial Advisors Inc reported 124 positions worth
CIK 0001962457 · BLOOMFIELD HILLS, MI
As of Sep 30, 2025, Northern Financial Advisors Inc reported 124 positions worth
90.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 23,332 | 5.5M | 8.16% |
| VANGUARD VALUE INDEX FUND | VTV | — | 58,353 | 0.9M | 5.71% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,324 | $7.8M | 4.11% |
| APPLE INC | AAPL | Technology | 25,968 | $6.6M | 3.47% |
| NETFLIX INC | NFLX | Communication Services | 4,628 | $5.5M | 2.91% |
| BROADCOM INC | AVGO | Technology | 16,191 | $5.3M | 2.80% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 71,123 | $5.3M | 2.78% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 88,256 | $5.3M | 2.78% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 10,636 | $4.9M | 2.59% |
| NVIDIA CORP | NVDA | Technology | 26,087 | $4.9M | 2.55% |
| WALMART INC | WMT | Consumer Defensive | 44,412 | $4.6M | 2.40% |
| MICROSOFT CORP | MSFT | Technology | 8,791 | $4.6M | 2.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 12,277 | $3.9M | 2.03% |
| ORACLE CORP | ORCL | Technology | 13,691 | $3.9M | 2.02% |
| NVR INC | NVR | Consumer Cyclical | 449 | $3.6M | 1.89% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,761 | $3.0M | 1.57% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 8,797 | $2.9M | 1.53% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 10,946 | $2.8M | 1.46% |
| EXXON MOBIL CORP | XOM | Energy | 24,191 | $2.7M | 1.43% |
| CATERPILLAR INC | CAT | Industrials | 5,169 | $2.5M | 1.29% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,078 | $2.4M | 1.29% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 7,750 | $2.2M | 1.15% |
| SIMPLIFY MBS ETF | MTBA | — | 41,863 | $2.1M | 1.11% |
| SERVICENOW INC | NOW | Technology | 2,232 | $2.1M | 1.08% |
| VISA INC-CLASS A SHARES | V | Financial Services | 5,981 | $2.0M | 1.07% |