Polaris Financial Partners Top Holdings and 13F Report (2026) About Polaris Financial PartnersInvestment ActivityPolaris Financial Partners has $223.49 thousand in total holdings as of September 30, 2026.Polaris Financial Partners owns shares of 372 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $37,213Invesco S&P 500 Top 50 ETF $21,423Amazon.com $18,572Apple $13,550Meta Platforms $7,818 Sector AllocationMap of 500 Largest Holdings ofPolaris Financial Partners Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$37,213161,39516.7%TechnologyXLGInvesco S&P 500 Top 50 ETF$21,423333,9779.6%ETFAMZNAmazon.com$18,57273,8448.3%Consumer DiscretionaryAAPLApple$13,55040,2786.1%TechnologyMETAMeta Platforms$7,81810,6193.5%Communication ServicesCATCaterpillar$7,7559,4823.5%IndustrialsSOXXiShares Semiconductor ETF$7,30712,8863.3%ETFINVESCO ACTIVELY MANAGED EXC$7,1969,6693.2%INVESCO TOP QQQMUMicron Technology$6,0775,6622.7%TechnologyDELLDell Technologies$5,0119,2042.2%TechnologyLAM RESEARCH CORP$4,81414,7682.2%COM NEWMSFTMicrosoft$4,4938,6722.0%TechnologyVOOVanguard S&P 500 ETF$4,3616,1752.0%ETFVRTVertiv$4,22717,4351.9%IndustrialsVGTVanguard Information Technology ETF$4,01431,7811.8%ETFPANWPalo Alto Networks$3,4768,6271.6%TechnologyCOSTCostco Wholesale$3,4083,7051.5%Consumer StaplesAEPAmerican Electric Power$2,87223,9921.3%UtilitiesNFLXNetflix$2,67738,1521.2%Communication ServicesGOOGAlphabet$2,4487,0231.1%Communication ServicesWMWaste Management$2,39911,6751.1%IndustrialsGOOGLAlphabet$2,2626,4271.0%Communication ServicesMARMarriott International$2,2426,2561.0%Consumer DiscretionaryWALMART INC$1,84217,4570.8%COMARISTA NETWORKS INC$1,8409,0120.8%COM SHSWEDBUSH SER TR$1,70441,1910.8%DAN IVE REVO ETFLITELumentum$1,4071,4700.6%TechnologyBRK.BBerkshire Hathaway$1,3442,6850.6%FinanceSPYSPDR S&P 500 ETF Trust$1,2552,7830.6%ETFROUNDHILL ETF TRUST$1,16416,0800.5%MAG SEV CAL ETFETNEaton$1,0922,5280.5%IndustrialsAVGOBroadcom$1,0833,0650.5%TechnologyGLOBAL X FDS$1,06715,0410.5%GENOMICS AND BIOPSIInvesco Semiconductors ETF$8488,5410.4%ETFTIDAL TRUST II$84732,7300.4%FITZ-GERALD MUST *A*CTASCintas$8304,2160.4%IndustrialsXLBMaterials Select Sector SPDR Fund$77814,5050.3%ETFASMLASML$7304020.3%TechnologyIWFiShares Russell 1000 Growth ETF$6875,4420.3%ETFVTVVanguard Value ETF$6873,1580.3%ETFCRDOCredo Technology Group$6813,6030.3%TechnologyNUENucor$6192,6180.3%MaterialsPGProcter & Gamble$6074,1420.3%Consumer StaplesPALANTIR TECHNOLOGIES INC$5733,0260.3%CL AVBVanguard Small-Cap ETF$5531,9320.2%ETFLLYEli Lilly and Company$5514640.2%HealthcareCRH PLC$5386,4760.2%ORDAMDAdvanced Micro Devices$4938140.2%TechnologyETF SER SOLUTIONS$4803,1550.2%DEFIA QUANT ETFVXUSVanguard Total International Stock ETF$4765,5790.2%ETFJPMJPMorgan Chase & Co.$4561,3710.2%FinanceWDCWestern Digital$4319360.2%TechnologyILFiShares Latin America 40 ETF$41111,8950.2%ETFAPHAmphenol$4014,7520.2%TechnologyDEDeere & Company$3965860.2%IndustrialsGEGE Aerospace$3961,2580.2%IndustrialsXBISPDR S&P Biotech ETF$3782,3790.2%ETFVVVanguard Large-Cap ETF$3721,0500.2%ETFIRENIREN$3428,2960.2%TechnologyVSTVistra$3382,4440.2%UtilitiesAITApplied Industrial Technologies$3371,0070.2%IndustrialsISHARES TR$3343,3200.1%0-3 MTH TREASURYMRVLMarvell Technology$3331,2760.1%TechnologyIWBiShares Russell 1000 ETF$3097480.1%ETFVUGVanguard Growth ETF$3013,3080.1%ETFVVisa$2998300.1%FinanceVTIVanguard Total Stock Market ETF$2837500.1%ETFHPEHewlett Packard Enterprise$2824,3220.1%TechnologyXSMOInvesco S&P SmallCap Momentum ETF$2763,3480.1%ETFIEFAiShares Core MSCI EAFE ETF$2752,8240.1%ETFINTELLIGENT GROUP LIMITED$2692,2520.1%CL A ORD SHS NEWIGPTInvesco AI and Next Gen Software ETF$2652,5930.1%ETFSKYYFirst Trust Cloud Computing ETF$2631,5920.1%ETFCRSCarpenter Technology$2586680.1%IndustrialsTSLATesla$2557260.1%Consumer DiscretionaryHSBCHSBC$2532,5420.1%FinanceLOWLowe's Companies$2531,3590.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$2522,9190.1%ETFAXPAmerican Express$2387780.1%FinanceEWYiShares MSCI South Korea ETF$2331,2750.1%ETFCELESTICA INC$2326530.1%COMDTDynatrace$2293,9360.1%TechnologyNEENextEra Energy$2192,8790.1%UtilitiesFIRST TR EXCHANGE TRADED FD$2182,7690.1%INTL RISING DIVABBVAbbVie$2057780.1%HealthcareMDYSPDR S&P MidCap 400 ETF Trust$1832,0060.1%ETFSGLCSGI U.S. Large Cap Core ETF$1796,3840.1%ETFDALDelta Air Lines$1782,1420.1%IndustrialsIWSiShares Russell Mid-Cap Value ETF$1701,0500.1%ETFPWRQuanta Services$1542390.1%IndustrialsGLWCorning$1529910.1%TechnologyFCNCAFirst Citizens BancShares$147710.1%FinanceSHWSherwin-Williams$1474530.1%MaterialsGLDSPDR Gold Shares$1473860.1%ETFKNKnowles$1463,9400.1%TechnologyCRWDCrowdStrike$1455420.1%TechnologyMOAltria Group$1442,1110.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$1412760.1%ETFIWPiShares Russell Mid-Cap Growth ETF$1379900.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1361,2490.1%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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