Northern Financial Advisors Inc

All 13F Filings

Location
Bloomfield Hills, MI
Most recent 13F
Q2 2026
Holdings value ($000)
151,185
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 100 151,185 13F-HR Northern Financial Advisors Inc
Q1 2026 4/28/2026 105 137,154 13F-HR Northern Financial Advisors Inc
Q4 2025 1/27/2026 88 87,481 13F-HR Northern Financial Advisors Inc
Q3 2025 11/10/2025 124 190,551 13F-HR Northern Financial Advisors Inc
Q2 2025 7/23/2025 107 133,229 13F-HR Northern Financial Advisors Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 128.9 K 85.3% 10.79 K 0 10.79 K
ETFs 22.26 K 14.7% 3.239 K 0 3.239 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
151,185
Holdings
100
QoQ value change ($000)
14,031 (10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.