Northern Financial Advisors
Northern Financial Advisors reported 102 stocks worth $152M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (8.2%), MSFT (4.5%) and AAPL (4.1%). Compared with Q2 2026, the fund opened new positions in XOM, CRM and DHR, added to MSFT, AAPL and NVDA, trimmed SPY, WMT and DIA and sold out of XOM, GOOGL and BA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $12.4M | 8.2% | 16K | −922 (−5%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $6.8M | 4.5% | 13K | +446 (+3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $6.3M | 4.1% | 19K | +71 (+0%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $5.5M | 3.6% | 24K | +566 (+2%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $5.4M | 3.6% | 15K | No change | 8 of 8 | |
| 6 |  WMT Walmart Inc | $4.6M | 3.0% | 44K | −225 (−1%) | 8 of 8 | |
| 7 |  DIA Spdr Dow Jones Indl Average | $4.4M | 2.9% | 8,597 | −446 (−5%) | 8 of 8 | |
| 8 |  XOM Exxon Mobil Corp | $4M | 2.7% | 25K | New position | 1 of 8 | |
| 9 |  CAT Caterpillar Inc | $4M | 2.6% | 4,951 | −196 (−4%) | 8 of 8 | |
| 10 |  MU Micron Technology Inc | $3.7M | 2.4% | 3,476 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Northern Financial Advisors 13F FAQ
What does Northern Financial Advisors own?
Northern Financial Advisors reported 102 stocks worth $152M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (8.2%), MSFT (4.5%) and AAPL (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Northern Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 30 added to, 41 trimmed and 3 sold out. New positions include XOM, CRM and DHR. It sold all of XOM, GOOGL and BA.
When will Northern Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Northern Financial Advisors's portfolio worth?
The Q3 2026 filing reports $152M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.