Arkolith/Funds/Northeast Financial Group, Inc.

Northeast Financial Group, Inc.

CIK 1965773
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Northeast Financial Group, Inc. holds a focused book of 76 stocks worth $375.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened NEOS Nasdaq-100 High Inc ETF and trimmed Schwab US Mid Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 15% of the equity book. They also disclosed $27.9M in put options (a bearish bet) and $260K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Northeast Financial Group, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
12
existing
Trimmed
53
reduced
Sold out
12
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
54%
Top 20 holdings
78%

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

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Information Technology
2%
Financials
2%
Consumer Discretionary
1%
Health Care
0%
Consumer Staples
0%
Utilities
0%
Communication Services
0%

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

Funds with the most overlap

Other tracked managers holding the same core names as Northeast Financial Group, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 76$517.1B
JPMORGAN CHASE & CO80 / 76$495.9B
WELLS FARGO & COMPANY/MN80 / 76$146.4B
ROYAL BANK OF CANADA80 / 76$138.2B
UBS Group AG80 / 76$134.3B
Rockefeller Capital Management L.P.80 / 76$17.7B
OSAIC HOLDINGS, INC.80 / 76$16.8B
CWM, LLC80 / 76$6.7B

Ranked by how many of Northeast Financial Group, Inc.'s top 76 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

76 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$54.9M2.14M
14.6%
+8.0%
Added · +158K sh
2Schwab Strategic TR
US MID-CAP ETF
$25.0M807.7K
6.7%
−9.3%
Reduced · −83K sh
3Schwab Strategic TR
US LCAP GR ETF
$21.9M752.4K
5.8%
+2.4%
Added · +18K sh
4Schwab Strategic TR
INTL EQTY ETF
$20.1M811.8K
5.3%
−11%
Reduced · −99K sh
5Schwab Strategic TR
US LCAP VA ETF
$16.8M549.7K
4.5%
−9.4%
Reduced · −57K sh
6Ishares TR
BROAD USD HIGH
$13.7M373.1K
3.7%
−13%
Reduced · −56K sh
7Ishares TR
NATIONAL MUN ETF
$12.9M121.9K
3.4%
−20%
Reduced · −30K sh
8Schwab Strategic TR
SHT TM US TRES
$12.7M522.6K
3.4%
−12%
Reduced · −72K sh
9Vanguard Index FDS
REAL ESTATE ETF
$11.9M133.9K
3.2%
+2.7%
Added · +4K sh
10Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$11.7M217.2K
3.1%
−9.5%
Reduced · −23K sh
11Vanguard Scottsdale FDS
LG-TERM COR BD
$10.7M143.7K
2.9%
−9.0%
Reduced · −14K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$10.6M16.2K
2.8%
−25%
Reduced · −5K sh
13Janus Detroit STR TR
HENDRSON AAA CL
$10.1M200.7K
2.7%
+15%
Added · +27K sh
14Schwab Strategic TR
US TIPS ETF
$10.1M379.8K
2.7%
+186%
Added · +247K sh
15SPDR Series Trust
STATE STREET SPD
$10.0M430.0K
2.7%
+34%
Added · +109K sh
16Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$8.9M512.7K
2.4%
−3.8%
Reduced · −20K sh
17J P Morgan Exchange Traded F
EQUITY PREMIUM
$8.5M150.2K
2.3%
−17%
Reduced · −30K sh
18SPDR Series Trust
STATE STREET SPD
$8.0M310.6K
2.1%
−5.0%
Reduced · −16K sh
19Schwab Strategic TR
US DIVIDEND EQ
$8.0M258.9K
2.1%
−8.7%
Reduced · −25K sh
20Ishares TR
20 YR TR BD ETF
$7.6M87.9K
2.0%
−8.5%
Reduced · −8K sh
21NEOS ETF Trust
NASDAQ 100 HIGH
$7.6M153.4K
2.0%
New
New position
22Ishares TR
SHRT NAT MUN ETF
$7.1M66.9K
1.9%
−21%
Reduced · −18K sh
23Schwab Strategic TR
US AGGREGATE B
$6.7M290.1K
1.8%
+15%
Added · +37K sh
24Ishares TR
CORE US AGGBD ET
$6.3M63.6K
1.7%
−9.8%
Reduced · −7K sh
25NEOS ETF Trust
NEOS S&P 500 HI
$5.9M118.6K
1.6%
New
New position
26Goldman Sachs ETF TR
S&P 500 PREMIUM
$4.7M93.0K
1.2%
−71%
Reduced · −230K sh
27Ishares TR
RUSSELL 2000 ETF
$4.2M17.0K
1.1%
−19%
Reduced · −4K sh
28SPDR Gold TR
GOLD SHS
$3.8M8.8K
1.0%
−6.5%
Reduced · −612 sh
29SPDR Series Trust
STATE STREET SPD
$3.1M67.8K
0.8%
−23%
Reduced · −20K sh
30Tesla Inc
COM
$3.0M8.2K
0.8%
−0.3%
Reduced · −27 sh
31Vanguard Scottsdale FDS
SHRT TRM CORP BD
$3.0M37.3K
0.8%
+15%
Added · +5K sh
32Apple Inc
COM
$2.8M10.9K
0.7%
−8.7%
Reduced · −1K sh
33Schwab Strategic TR
US SML CAP ETF
$2.7M94.0K
0.7%
+3.9%
Added · +4K sh
34Invesco Exch Traded FD TR II
NATL AMT MUNI
$1.5M65.6K
0.4%
−28%
Reduced · −26K sh
35Nvidia Corporation
COM
$1.5M8.6K
0.4%
−8.1%
Reduced · −760 sh
36Alphabet Inc
CAP STK CL A
$1.1M3.9K
0.3%
−12%
Reduced · −527 sh
37Schwab Strategic TR
MUN BD ETF
$978K38.4K
0.3%
−4.1%
Reduced · −2K sh
38Vanguard Index FDS
S&P 500 ETF SHS
$888K1.5K
0.2%
−22%
Reduced · −408 sh
39SPDR Index SHS FDS
STATE STREET SPD
$827K17.6K
0.2%
−11%
Reduced · −2K sh
40Ishares TR
ISHS 1-5YR INVS
$813K15.5K
0.2%
−8.7%
Reduced · −1K sh
41Vanguard Index FDS
TOTAL STK MKT
$750K2.3K
0.2%
−71%
Reduced · −6K sh
42Amazon Com Inc
COM
$741K3.6K
0.2%
−24%
Reduced · −1K sh
43Alphabet Inc
CAP STK CL C
$723K2.5K
0.2%
−8.1%
Reduced · −222 sh
44Microsoft Corp
COM
$580K1.6K
0.2%
−31%
Reduced · −687 sh
45PPL Corp
COM
$566K14.8K
0.2%
Held
46Eli Lilly & Co
COM
$527K573
0.1%
−8.0%
Reduced · −50 sh
47Johnson & Johnson
COM
$456K1.9K
0.1%
−13%
Reduced · −268 sh
48Vanguard BD Index FDS
TOTAL BND MRKT
$441K6.0K
0.1%
−5.1%
Reduced · −323 sh
49Strategy Inc
CL A NEW
$437K3.5K
0.1%
Held
50Etfs Gold TR
PHYSCL GOLD SHS
$431K9.7K
0.1%
+8.0%
Added · +717 sh
Showing 50 of 76 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$27.9M
Call notional (bullish)$260K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$14.8M23K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$6.6M27K
PUT · bearishAPPLE INCAAPL$1.9M7K
PUT · bearishTESLA INCTSLA$1.6M4K
PUT · bearishNVIDIA CORPNVDA$872K5K
PUT · bearishALPHABET INC-CL AGOOGL$604K2K
PUT · bearishALPHABET INC-CL CGOOG$488K2K
PUT · bearishWALMART INCWMT$323K3K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$260K400
PUT · bearishSTRATEGY INCMSTR$225K2K
PUT · bearishHOME DEPOT INCHD$164K500
PUT · bearishMICROSOFT CORPMSFT$148K400
PUT · bearishHERSHEY CO/THEHSY$83K400
PUT · bearishAMAZON.COM INCAMZN$62K300

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
Q1 2026Mar 31, 2026May 15, 202690$404.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202698$442.2M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202586$401.6M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202593$343.0M13F-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.