Northeast Planning Associates, Inc. / Nh / Top Holdings and 13F Report (2026) About Northeast Planning Associates, Inc. / Nh /Investment ActivityNortheast Planning Associates, Inc. / Nh / has $148.90 million in total holdings as of March 31, 2026.Northeast Planning Associates, Inc. / Nh / owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 11.09% of the portfolio was purchased this quarter.About 7.53% of the portfolio was sold this quarter.This quarter, Northeast Planning Associates, Inc. / Nh / has purchased 52 new stocks and bought additional shares in 18 stocks.Northeast Planning Associates, Inc. / Nh / sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Silver Trust $30,709,330VictoryShares Core Intermediate Bond ETF $20,289,470VictoryShares Short-Term Bond ETF $13,433,825JPMorgan Ultra-Short Income ETF $11,515,760VanEck Gold Miners ETF $10,100,109 Largest New Holdings this Quarter 61774R767 - MORGAN STANLEY ETF TRUST $8,416,426 Holding464287614 - iShares Russell 1000 Growth ETF $2,523,862 Holding41151J505 - HARBOR ETF TRUST $519,079 Holding33740F128 - FIRST TR EXCHNG TRADED FD VI $265,562 Holding33740F763 - FT Vest U.S. Equity Buffer ETF - February $262,440 Holding Largest Purchases this Quarter MORGAN STANLEY ETF TRUST 167,258 shares (about $8.42M)iShares Russell 1000 Growth ETF 5,919 shares (about $2.52M)VictoryShares Core Intermediate Bond ETF 21,132 shares (about $993.56K)VictoryShares Short-Term Bond ETF 13,161 shares (about $665.68K)Global X Silver Miners ETF 6,406 shares (about $577.05K) Largest Sales this Quarter iShares Silver Trust 4,086 shares (about $278.42K)US Treasury 3 Month Bill ETF 875 shares (about $43.63K)Apple 149 shares (about $37.81K)Dimensional U.S. Equity ETF 150 shares (about $10.64K)SPDR Portfolio S&P 500 Growth ETF 50 shares (about $4.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNortheast Planning Associates, Inc. / Nh / Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSLViShares Silver Trust$30,709,330$278,420 ▼-0.9%450,68020.6%ETFUITBVictoryShares Core Intermediate Bond ETF$20,289,470$993,563 ▲5.1%431,53513.6%ETFUSTBVictoryShares Short-Term Bond ETF$13,433,825$665,682 ▲5.2%265,5969.0%ETFJPSTJPMorgan Ultra-Short Income ETF$11,515,760$479,733 ▲4.3%227,5397.7%ETFGDXVanEck Gold Miners ETF$10,100,109$359,922 ▲3.7%110,0596.8%ETFMORGAN STANLEY ETF TRUST$8,416,426$8,416,426 ▲New Holding167,2585.7%EATON VANCE MORTDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,624,474$110,903 ▲3.2%73,3702.4%ETFSILGlobal X Silver Miners ETF$3,483,353$577,046 ▲19.9%38,6702.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,419,259$70,232 ▲2.1%68,6462.3%ManufacturingVFLOVictoryShares Free Cash Flow ETF$3,301,793$130,797 ▲4.1%83,6322.2%ETFCOPXGlobal X Copper Miners ETF$3,225,044$381,371 ▲13.4%42,2402.2%ETFUEVMVictoryShares Emerging Markets Value Momentum ETF$2,962,172$68,715 ▲2.4%51,7732.0%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$2,667,3290.0%49,9541.8%ETFFIRST TR EXCHNG TRADED FD VI$2,662,8430.0%116,8891.8%FT VEST NASD 100SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,532,830$19,045 ▲0.8%64,2361.7%ETFIWFiShares Russell 1000 Growth ETF$2,523,862$2,523,862 ▲New Holding5,9191.7%ETFVTIVanguard Total Stock Market ETF$2,349,9330.0%7,3251.6%ETFIWYiShares Russell Top 200 Growth ETF$2,146,492$116,208 ▲5.7%8,6261.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,118,320$172,475 ▲8.9%31,0241.4%ManufacturingAUSFGlobal X Adaptive U.S. Factor ETF$2,083,063$77,989 ▲3.9%43,0831.4%ETFIWPiShares Russell Mid-Cap Growth ETF$1,807,771$50,607 ▲2.9%14,1101.2%ETFSPROTT ASSET MANAGEMENT LP$889,0640.0%36,4520.6%PHYSICAL SILVERIWViShares Russell 3000 ETF$819,2030.0%2,2100.6%ETFAAPLApple$705,537$37,815 ▼-5.1%2,7800.5%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$705,1150.0%18,1450.5%ETFQQQInvesco QQQ$665,4880.0%1,1530.4%FinanceSPYSPDR S&P 500 ETF Trust$611,9700.0%9410.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$537,234$4,896 ▼-0.9%5,4870.4%ETFHARBOR ETF TRUST$519,079$519,079 ▲New Holding16,7390.3%HARBOR COMMODITYVEUVanguard FTSE All-World ex-US ETF$502,0440.0%6,6850.3%ETFDFUVDimensional US Marketwide Value ETF$462,8410.0%9,5510.3%ETFTBILUS Treasury 3 Month Bill ETF$439,366$43,627 ▼-9.0%8,8120.3%ETFDFUSDimensional U.S. Equity ETF$432,622$10,637 ▼-2.4%6,1010.3%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$423,6210.0%5,6850.3%ManufacturingORCLOracle$405,4350.0%2,7560.3%Computer and TechnologyXOMExxonMobil$394,1200.0%2,3230.3%EnergyMDYSPDR S&P MidCap 400 ETF Trust$351,5530.0%5700.2%ETFVXUSVanguard Total International Stock ETF$346,3010.0%4,4910.2%ETFXLUUtilities Select Sector SPDR Fund$328,298$92 ▲0.0%7,1540.2%ETFIWMiShares Russell 2000 ETF$321,6560.0%1,2970.2%FinanceVZVerizon Communications$321,080$15,060 ▲4.9%6,3960.2%Computer and TechnologyCBChubb$289,7520.0%8890.2%FinanceVOVanguard Mid-Cap ETF$270,8110.0%9430.2%ETFFIRST TR EXCHNG TRADED FD VI$265,562$265,562 ▲New Holding11,9730.2%FT VEST NASDAQFFEBFT Vest U.S. Equity Buffer ETF - February$262,440$262,440 ▲New Holding4,6990.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$261,6950.0%11,0770.2%ETFNVDANVIDIA$237,881$1,046 ▲0.4%1,3640.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$231,8380.0%1,8650.2%ETFSPXXNuveen S&P 500 Dynamic Overwrite Fund$231,221$231,221 ▲New Holding14,3880.2%Financial ServicesJPMJPMorgan Chase & Co.$224,7390.0%7640.2%FinancePAXSPIMCO Access Income Fund$222,0580.0%15,4100.1%Financial ServicesARISTA NETWORKS INC$220,0220.0%1,7920.1%COM SHSGOOGLAlphabet$212,7950.0%7400.1%Computer and TechnologyVBVanguard Small-Cap ETF$212,1550.0%8100.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$206,2320.0%3,0120.1%ManufacturingFIRST TR EXCHANGE-TRADED FD$0$8,171,325 ▼-100.0%00.0%INTERMEDIATE DURFTGSFirst Trust Growth Strength ETF$0$2,448,258 ▼-100.0%00.0%ETFMSFTMicrosoft$0$219,563 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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