SEC Form 13F

Northstar Financial Companies, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$148,410,988
Positions117

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWBRUS 1000 ETF$13,617,51333,254
VISA INCVCOM CL A$9,142,17626,647
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$5,759,76069,714
APPLE INCAAPLCOM$5,246,71318,132
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$4,575,46164,217
MICRON TECHNOLOGY INCMUCOM$4,382,1583,796
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$3,643,01672,039
MICROSOFT CORPMSFTCOM$3,533,5909,473
AMAZON COM INCAMZNCOM$3,375,89314,164
CHEVRON CORPORATIONCVXCOM$3,266,44519,706

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page