Portfolio (Quarterly) Guide ↗

Northern Financial Advisors Inc

· CIK 0001962457

13F Portfolio $137M AUM 105 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 83 Added 2 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWD	ISHARES TR	—	1,134	$239K	0.27%	SOLD

Sector Allocation

Financial Services 28.0%

Technology 22.3%

Industrials 11.9%

Consumer Defensive 8.3%

Consumer Cyclical 8.0%

Communication Services 7.2%

Healthcare 7.0%

Energy 5.7%

Basic Materials 1.6%