13F Filings History of Northstar Financial Companies, Inc.

Latest 13F report: Q4 2025 - 09 Feb 2026
Value $: $125,573,877
Signature - Title: Keith Dwyer - Chief Compliance Officer
Location: Conshohocken, PA
Summary: This page shows a list of all the recent 13F filings made by Northstar Financial Companies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northstar Financial Companies, Inc. reported 114 stock holdings with total value $125,573,877 as of Q4 2025. Top holdings included IWB, V, AAPL, VOOG, and MSFT.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	114	$125,573,877	+$21,956,739	-$7,030,829	+$14,925,910	IWB, V, AAPL, VOOG, MSFT	13F-HR	09 Feb 2026, 12:56
Q3 2025	100	$108,069,946	+$11,182,936	-$6,138,965	+$5,043,971	IWB, V, AAPL, VOOG, MSFT	13F-HR	12 Nov 2025, 08:36
Q2 2025	100	$96,182,776	+$11,193,076	-$12,015,924	-$822,848	IWB, V, VOOG, AAPL, MSFT	13F-HR	12 Aug 2025, 09:01
Q1 2025	104	$92,178,603	+$3,786,374	-$17,106,495	-$13,320,121	IWB, V, AAPL, VOOG, MSFT	13F-HR	14 May 2025, 13:44
Q4 2024	108	$105,649,982	$0	$0	$0	IWB, AAPL, V, VOOG, MSFT	13F-HR	12 Mar 2025, 15:46