13F Filings History of Northern Financial Advisors Inc

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$87,481,262
Signature - Title
David W. Lentz - Chief Compliance Officer
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Northern Financial Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northern Financial Advisors Inc reported 88 stock holdings with total value $87,481,262 as of Q4 2025. Top holdings included SPY, AVGO, MSFT, DIA, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $87,481,262 +$3,233,910 -$102,354,902 -$99,120,992 SPY, AVGO, MSFT, DIA, AAPL 13F-HR 27 Jan 2026, 16:24
Q3 2025 124 $190,551,201 +$53,302,457 -$2,893,401 +$50,409,056 SPY, VTV, VUG, AAPL, NFLX 13F-HR 07 Nov 2025, 18:24
Q2 2025 107 $133,229,407 +$5,331,290 -$4,794,946 +$536,344 SPY, NFLX, DIA, AVGO, WMT 13F-HR 23 Jul 2025, 17:01
Q1 2025 105 $121,108,077 +$2,725,976 -$3,467,611 -$741,635 SPY, DIA, AAPL, NFLX, WMT 13F-HR 06 May 2025, 14:12
Q4 2024 107 $125,169,790 +$3,912,559 -$10,741,299 -$6,828,740 SPY, AAPL, DIA, WMT, NFLX 13F-HR 29 Jan 2025, 21:48
Q3 2024 104 $131,778,142 +$6,399,556 -$7,176,741 -$777,185 SPY, DIA, AAPL, NVR, WMT 13F-HR 29 Oct 2024, 13:25
Q2 2024 103 $124,698,446 +$7,118,845 -$9,293,734 -$2,174,889 SPY, DIA, AAPL, NVR, MSFT 13F-HR 02 Aug 2024, 17:40
Q1 2024 114 $128,104,832 +$4,503,129 -$5,457,081 -$953,952 SPY, DIA, NVR, MSFT, AAPL 13F-HR 29 Apr 2024, 20:45
Q4 2023 114 $118,792,096 +$9,470,959 -$11,771,425 -$2,300,466 SPY, DIA, AAPL, NVR, MSFT 13F-HR 06 Feb 2024, 17:28
Q3 2023 115 $109,198,811 +$4,743,194 -$5,759,903 -$1,016,709 SPY, AAPL, DIA, NVR, MSFT 13F-HR 14 Nov 2023, 13:04
Q2 2023 112 $113,211,167 +$5,339,353 -$4,984,395 +$354,958 SPY, AAPL, DIA, NVR, MSFT 13F-HR 21 Jul 2023, 10:48
Q1 2023 112 $105,803,182 +$19,615,319 -$5,462,452 +$14,152,867 SPY, DIA, AAPL, NVR, MSFT 13F-HR 26 Apr 2023, 19:22
Q4 2022 97 $88,112,219 $0 $0 $0 SPY, DIA, NVR, XOM, MRK 13F-HR 27 Jan 2023, 18:05