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13F holdings · Q3 2026

Polaris Financial Partners

Westerville, OH · files as Polaris Financial Partners
Holdings as of Sep 30, 2026Filed Oct 2, 2026Next filing due Feb 15, 2027CIK 2103435

Polaris Financial Partners reported 372 stocks worth $223K in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are NVDA (16.6%), XLG (9.6%) and AMZN (8.3%).

Reported value$223KUS stocks
Stocks held372first quarter on file
Top 5 weight44.1%fairly concentrated
Turnover–of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 1 qtrsHeld
1
NVDA
Nvidia Corporation
$37K16.6%161K–1 of 1
2
XLG
Invesco Exchange Traded FD T
$21K9.6%334K–1 of 1
3
AMZN
Amazon Com Inc
$19K8.3%74K–1 of 1
4
AAPL
Apple Inc
$14K6.1%40K–1 of 1
5
META
Meta Platforms Inc
$8K3.5%11K–1 of 1
6
CAT
Caterpillar Inc
$8K3.5%9,482–1 of 1
7
SOXX
Ishares Semiconductor
$7K3.3%13K–1 of 1
8
QBIG
Invesco Actively Managed Exc
$7K3.2%9,669–1 of 1
9
MU
Micron Technology Inc
$6K2.7%5,662–1 of 1
10
DELL
Dell Technologies Inc
$5K2.2%9,204–1 of 1
🔒 362 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 2, 202613F-HRQ3 2026SEC filing ↗

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Polaris Financial Partners 13F FAQ

What does Polaris Financial Partners own?

Polaris Financial Partners reported 372 stocks worth $223K in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are NVDA (16.6%), XLG (9.6%) and AMZN (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did Polaris Financial Partners buy and sell in Q3 2026?

This is the first quarter we have for this fund, so there is nothing to compare with yet.

When will Polaris Financial Partners 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 Polaris Financial Partners's portfolio worth?

The Q3 2026 filing reports $223K 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.