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Portfolio (Quarterly) Guide ↗

Northern Lights Advisors, Inc.

· CIK 0002127798
13F Portfolio $184M AUM 72 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 35 Added 9 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 835.0 $604K 0.33% NEW $723.00 -36.1%
2 IEFA ISHARES TR 5,659.0 $547K 0.30% NEW $96.58 +4.0%
3 MU MICRON TECHNOLOGY INC Technology 369.0 $426K 0.23% NEW $1154.29 -19.2%
4 WMT WALMART INC Consumer Defensive 3,193.0 $362K 0.20% NEW $113.28 -9.0%
5 CSCO CISCO SYS INC Technology 3,040.0 $357K 0.19% NEW $117.46 -6.4%
6 V VISA INC Financial Services 1,010.0 $347K 0.19% NEW $343.22 +11.2%
7 AMD ADVANCED MICRO DEVICES INC Technology 490.0 $285K 0.15% NEW $580.91 -19.9%
8 BGIG ETF SER SOLUTIONS 7,841.0 $281K 0.15% NEW $35.89 +2.3%
9 SCHF SCHWAB STRATEGIC TR 9,551.0 $265K 0.14% NEW $27.70 +2.2%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 345.0 $258K 0.14% NEW $746.96 +3.0%
11 SBUX STARBUCKS CORP Consumer Cyclical 2,427.0 $248K 0.14% NEW $102.19 +5.5%
12 AXP AMERICAN EXPRESS CO Financial Services 715.0 $242K 0.13% NEW $338.25 -1.5%
13 MA MASTERCARD INCORPORATED Financial Services 434.0 $223K 0.12% NEW $513.73 +15.9%
14 XPO XPO INC Industrials 1,086.0 $223K 0.12% NEW $205.29 -8.1%
15 JNJ JOHNSON & JOHNSON Healthcare 873.0 $222K 0.12% NEW $253.90 +5.6%
16 BNDX VANGUARD CHARLOTTE FDS 4,304.0 $208K 0.11% NEW $48.43 -1.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.0%
Consumer Cyclical 21.9%
Communication Services 13.4%
Financial Services 4.5%
Healthcare 2.2%
Consumer Defensive 1.7%
Energy 0.8%
Industrials 0.5%