Arkolith/Funds/Northbridge Financial Group, LLC

Northbridge Financial Group, LLC

CIK 1968850
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Northbridge Financial Group, LLC holds a diversified book of 183 stocks worth $260.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Nvidia Corp at 11% of the equity book. They also disclosed $536K in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show NORTHBRIDGE FINANCIAL GROUP, LLC's latest
holdings, largest changes, and filing provenance.
Opened
20
new positions
Added to
80
existing
Trimmed
77
reduced
Sold out
4
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
42%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
37%
Consumer Discretionary
7%
Financials
6%
Industrials
3%
Health Care
3%
Communication Services
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

183 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$28.7M143.4K
11.0%
+4.5%
Added · +6K sh
2Apple Inc
COM
$19.9M68.7K
7.6%
+1.5%
Added · +1K sh
3Invesco QQQ TR
UNIT SER 1
$12.1M16.4K
4.6%
−0.5%
Reduced · −88 sh
4Alphabet Inc
CAP STK CL A
$8.2M23.0K
3.2%
+4.1%
Added · +904 sh
5Janus Detroit STR TR
HENDRSON AAA CL
$7.8M154.1K
3.0%
−6.0%
Reduced · −10K sh
6Broadcom Inc
COM
$6.9M18.1K
2.6%
+5.1%
Added · +888 sh
7Amazon Com Inc
COM
$6.7M28.3K
2.6%
+6.4%
Added · +2K sh
8Microsoft Corp
COM
$6.3M16.9K
2.4%
+5.8%
Added · +924 sh
9Meta Platforms Inc
CL A
$6.2M11.0K
2.4%
+16%
Added · +1K sh
10Pacer FDS TR
US CASH COWS 100
$6.0M97.0K
2.3%
+8.7%
Added · +8K sh
11Advanced Micro Devices Inc
COM
$5.8M9.9K
2.2%
+1.1%
Added · +109 sh
12Vanguard World FD
MEGA GRWTH IND
$4.6M51.9K
1.8%
+491%
Added · +43K sh
13Tesla Inc
COM
$4.1M9.8K
1.6%
+5.3%
Added · +488 sh
14First TR Exchange-Traded FD
CAP STRENGTH ETF
$3.8M40.9K
1.5%
+3.2%
Added · +1K sh
15Fidelity Covington Trust
MSCI INFO TECH I
$3.5M12.1K
1.3%
+9.8%
Added · +1K sh
16Eli Lilly & Co
COM
$3.2M2.7K
1.2%
+7.2%
Added · +178 sh
17Janus Detroit STR TR
HEND SECU IN ETF
$3.2M61.9K
1.2%
+11%
Added · +6K sh
18Global X FDS
DEFENSE TECH ETF
$3.0M49.9K
1.1%
+14%
Added · +6K sh
19Ishares TR
MSCI USA MMENTM
$2.8M8.2K
1.1%
−12%
Reduced · −1K sh
20First TR Exchange-Traded FD
INTL EQUITY OPP
$2.8M33.5K
1.1%
+44%
Added · +10K sh
21RBB FD Inc
MOTLEY FOL ETF
$2.7M34.9K
1.0%
+10%
Added · +3K sh
22Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$2.4M14.2K
0.9%
−12%
Reduced · −2K sh
23First TR Exchange Traded FD
INTL DEV STRNGTH
$2.3M54.3K
0.9%
+51%
Added · +18K sh
24Global X FDS
US INFR DEV ETF
$2.2M37.1K
0.8%
−11%
Reduced · −5K sh
25Pacer FDS TR
US SM CAP CA ETF
$2.1M42.4K
0.8%
+9.9%
Added · +4K sh
26Pacer FDS TR
US CHS CWS GWT
$1.9M32.7K
0.7%
−11%
Reduced · −4K sh
27First TR Exchange-Traded FD
DJ INTERNT IDX
$1.9M7.2K
0.7%
−13%
Reduced · −1K sh
28Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$1.9M6.2K
0.7%
+177%
Added · +4K sh
29Visa Inc
COM CL A
$1.8M5.3K
0.7%
−3.3%
Reduced · −179 sh
30Invesco Exchange Traded FD T
AEROSPACE DEFN
$1.7M9.9K
0.7%
−6.4%
Reduced · −678 sh
31Parker-Hannifin Corp
COM
$1.7M1.8K
0.7%
+3.3%
Added · +57 sh
32Costco Wholesale Corporation
COM
$1.7M1.8K
0.6%
+3.9%
Added · +66 sh
33First TR Exch Traded FD III
PFD SECS INC ETF
$1.6M89.5K
0.6%
+0.6%
Added · +504 sh
34Alphabet Inc
CAP STK CL C
$1.5M4.4K
0.6%
+0.6%
Added · +28 sh
35Palantir Technologies Inc
CL A
$1.5M13.0K
0.6%
+21%
Added · +2K sh
36SPDR Series Trust
ST STR PR SP1500
$1.5M16.5K
0.6%
+6.7%
Added · +1K sh
37Wisdomtree TR
EM EX ST-OWNED
$1.4M28.2K
0.5%
+3.5%
Added · +960 sh
38Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.8K
0.5%
+5.2%
Added · +136 sh
39Wisdomtree TR
ITL HDG QTLY DIV
$1.4M26.2K
0.5%
−14%
Reduced · −4K sh
40SPDR Index SHS FDS
ST STR ASIA ETF
$1.4M8.7K
0.5%
+7.6%
Added · +616 sh
41Goldman Sachs Physical Gold
UNIT
$1.4M34.3K
0.5%
+41%
Added · +10K sh
42Netflix Inc.
COM
$1.3M17.6K
0.5%
+2.6%
Added · +455 sh
43Goldman Sachs Group Inc
COM
$1.3M1.2K
0.5%
+5.6%
Added · +66 sh
44Servicenow Inc
COM
$1.2M12.5K
0.5%
+38%
Added · +3K sh
45Snowflake Inc
COM SHS
$1.2M4.8K
0.5%
+15%
Added · +634 sh
46Exxon Mobil Corp
COM
$1.2M9.0K
0.5%
+3.6%
Added · +312 sh
47JPMorgan Chase & Co
COM
$1.2M3.7K
0.5%
+5.2%
Added · +181 sh
48Vanguard Index FDS
TOTAL STK MKT
$1.2M3.3K
0.5%
−8.9%
Reduced · −320 sh
49Shopify Inc
CL A SUB VTG SHS
$1.2M10.5K
0.5%
+11%
Added · +1K sh
50Janus Detroit STR TR
B-BBB CLO ETF
$1.2M24.9K
0.5%
+14%
Added · +3K sh
Showing 50 of 183 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$536K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishALPHABET INC$536K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026184$260.8M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026168$232.4M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026160$222.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.