Northern Oak Wealth Management Inc - Q32026 Holdings

Northern Oak Wealth Management Inc holds 232 stocks with a total portfolio value of $ 885.72M as of Q32026. In Q32026, Northern Oak Wealth Management Inc added 28 new positions, increased stakes in 74 stocks, reduced 95 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IVW), representing 5.02% of the total portfolio.