NorthLanding Financial Partners, LLC 13F Holdings
CIK 0001655982 · ROCHESTER, NY
As of Sep 30, 2025, NorthLanding Financial Partners, LLC reported 43 positions worth
CIK 0001655982 · ROCHESTER, NY
As of Sep 30, 2025, NorthLanding Financial Partners, LLC reported 43 positions worth
19.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 47,981 | $32.1M | 26.80% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 253,182 | $22.1M | 18.45% |
| VANGUARD CORE BOND ETF | VCRB | — | 126,977 | 0.0M | 8.31% |
| VANGUARD VALUE INDEX FUND | VTV | — | 52,583 | $9.8M | 8.18% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 93,724 | $9.4M | 7.84% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 69,422 | $4.6M | 3.82% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 56,999 | $3.4M | 2.85% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 13,631 | $2.8M | 2.37% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 40,393 | $2.6M | 2.20% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 27,507 | $2.5M | 2.10% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 9,682 | $2.0M | 1.67% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,115 | $2.0M | 1.65% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 6,795 | .5M | 1.26% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 | .5M | 1.26% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 19,178 | .4M | 1.18% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 8,915 | .1M | 0.90% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 1,366 | .0M | 0.85% |
| ISHARES INC | EEMS | — | 13,793 | $936.7K | 0.78% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 13,327 | $722.1K | 0.60% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,190 | $598.5K | 0.50% |
| APPLE INC | AAPL | Technology | 2,078 | $529.1K | 0.44% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 1,765 | $518.4K | 0.43% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 6,520 | $465.3K | 0.39% |
| ISHARES TIPS BOND ETF | TIP | — | 4,088 | $454.6K | 0.38% |
| MORGAN STANLEY ETF TRUST | EVSD | — | 8,831 | $454.0K | 0.38% |