NORTHEAST PLANNING ASSOCIATES, INC. / NH /: 13F holdings
CIK 19145152026Q2
| Positions | 65 |
|---|
| Reported value | $133.5m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 65 (+10 vs prior quarter) |
|---|
| Reported value | $133.5m (-10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SLV ISHARES SILVER TR | 438,167 | $21.2m | 15.9% |
| USTB VICTORY PORTFOLIOS II | 264,245 | $12.2m | 9.2% |
| UITB VICTORY PORTFOLIOS II | 261,783 | $11.1m | 8.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 226,494 | $10.5m | 7.9% |
| GDX VANECK ETF TRUST | 107,936 | $7.5m | 5.6% |
| EVMO MORGAN STANLEY ETF TRUST | 84,161 | $3.9m | 3.0% |
| ACT VICTORY PORTFOLIOS II | 89,218 | $3.9m | 2.9% |
| DBEF DBX ETF TR | 72,382 | $3.7m | 2.8% |
| BINC BLACKROCK ETF TRUST II | 69,369 | $3.4m | 2.5% |
| SIL GLOBAL X FDS | 43,240 | $3.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914515")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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