Northern Oak Wealth Management Inc - Q12026 Holdings

Northern Oak Wealth Management Inc holds 206 stocks with a total portfolio value of $ 801.3M as of Q12026. In Q12026, Northern Oak Wealth Management Inc added 7 new positions, increased stakes in 62 stocks, reduced 90 holdings, and fully exited 5 positions. The largest holding is Vanguard Scottsdale Fds (VGSH), representing 5.04% of the total portfolio.