NORTHBRIDGE FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 260,825
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/9/2026 | 184 | 260,825 | 13F-HR | NORTHBRIDGE FINANCIAL GROUP, LLC |
| Q1 2026 | 4/15/2026 | 168 | 232,389 | 13F-HR | NORTHBRIDGE FINANCIAL GROUP, LLC |
| Q4 2025 | 2/6/2026 | 160 | 222,757 | 13F-HR | NORTHBRIDGE FINANCIAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
536
(0.2% of total reported value)
· QoQ Δ:
+536
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.2 K | 70.4% | 17.85 K | 0 | 17.85 K |
| ETFs | 77.1 K | 29.6% | 10.05 K | 0 | 10.05 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
260,825
Holdings
184
QoQ value change ($000)
28,436
(12.2%)
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.