NORTHEAST PLANNING ASSOCIATES, INC. / NH /: 13F holdings

CIK 19145152026Q2

Positions65
Reported value$133.5m
Filed2026-07-30

Top 10 holdings

SecuritySharesValueWeight
SLV ISHARES SILVER TR438,167$21.2m15.9%
VICTORY PORTFOLIOS II264,245$12.2m9.2%
UITB VICTORY PORTFOLIOS II261,783$11.1m8.3%
JPST J P MORGAN EXCHANGE TRADED F226,494$10.5m7.9%
GDX VANECK ETF TRUST107,936$7.5m5.6%
MORGAN STANLEY ETF TRUST84,161$3.9m3.0%
ACT VICTORY PORTFOLIOS II89,218$3.9m2.9%
DBEF DBX ETF TR72,382$3.7m2.8%
BINC BLACKROCK ETF TRUST II69,369$3.4m2.5%
SIL GLOBAL X FDS43,240$3.0m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1914515")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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