Northern Financial Advisors Inc — 13F holdings

Northern Financial Advisors Inc reported 100 holdings worth $151M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $12.9M (8.5%)
  2. AVGO BROADCOM INC — $5.84M (3.9%)
  3. CAT CATERPILLAR INC — $5.48M (3.6%)
  4. AAPL APPLE INC — $5.43M (3.6%)
  5. WMT Walmart Inc — $5.03M (3.3%)
  6. MSFT MICROSOFT CORP — $4.78M (3.2%)
  7. NVDA NVIDIA CORPORATION — $4.74M (3.1%)
  8. DIA SPDR DOW JONES INDL AVERAGE — $4.72M (3.1%)
  9. MU MICRON TECHNOLOGY INC — $4.01M (2.7%)
  10. GS GOLDMAN SACHS GROUP INC — $3.76M (2.5%)