Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Northland Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Northland Capital Management LLC (CIK 1693032) reported $185.5M across 30 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XTEN ($26.9M, 14.51%), FNDX ($18.9M, 10.19%), STIP ($16.8M, 9.03%), AVLV ($15.5M, 8.34%), FAAA ($12.1M, 6.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XTENBONDBLOXX ETF TRUST$26.9M14.51%590,565Added
2FNDXSCHWAB STRATEGIC TR$18.9M10.19%608,030Added
3STIPISHARES TR$16.8M9.03%164,032Added
4AVLVAMERICAN CENTY ETF TR$15.5M8.34%169,703Trimmed
5FAAAFIDELITY MERRIMACK STR TR$12.1M6.53%241,451New
6VTIVANGUARD INDEX FDS$11.5M6.20%31,100Trimmed
7GNMAISHARES TR$10.9M5.89%247,196Added
8AVIVAMERICAN CENTY ETF TR$9.8M5.26%125,979Added
9FNDFSCHWAB STRATEGIC TR$9.6M5.17%181,790Added
10AVUVAMERICAN CENTY ETF TR$7.1M3.85%57,266Added
11VEAVANGUARD TAX-MANAGED FDS$5.9M3.17%82,608Added
12FNDASCHWAB STRATEGIC TR$5.5M2.96%144,466Added
13DFSUDIMENSIONAL ETF TRUST$4.3M2.34%93,107Trimmed
14AVSUAMERICAN CENTY ETF TR$3.9M2.11%44,191Trimmed
15AVESAMERICAN CENTY ETF TR$3.9M2.09%59,145Trimmed
16FNDESCHWAB STRATEGIC TR$3.7M1.97%92,131Added
17SUSBISHARES TR$3.0M1.62%120,212Trimmed
18DFSIDIMENSIONAL ETF TRUST$2.2M1.17%48,027Added
19AVSDAMERICAN CENTY ETF TR$2.1M1.16%26,832Trimmed
20VWOVANGUARD INTL EQUITY INDEX F$1.9M1.05%32,602Trimmed
21AVDVAMERICAN CENTY ETF TR$1.8M0.95%17,112Added
22FNDCSCHWAB STRATEGIC TR$1.7M0.92%35,078Added
23ESGVVANGUARD WORLD FD$1.7M0.91%12,753Trimmed
24VSGXVANGUARD WORLD FD$1.4M0.77%17,437Trimmed
25ESMLISHARES TR$915,5390.49%16,369Trimmed

Source: SEC Form 13F filings · as of 2026-06-30