Northland Capital Management LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$182.9M
Holdings
31
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XTEN
BONDBLOXX ETF TRUST
Held since at least Q1 2024
14.2%
02
$AVLV
AMERICAN CENTY ETF TR
Q4 2025: Increased +17.1% (222.3k → 260.4k shares)
11.8%
03
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: Increased +28.8% (556.7k → 717.0k shares)
9.2%
04
$STIP
ISHARES TR
Q4 2025: Sold 7.7% (106.9k → 98.7k shares)
8.9%
05
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 35.4% (56.3k → 36.4k shares)
6.9%
06
$JAAA
JANUS DETROIT STR TR
Q4 2025: Increased +5.2% (201.3k → 211.9k shares)
6.2%
07
$GNMA
ISHARES TR
Q4 2025: Increased +1.0% (672.2k → 679.0k shares)
5.8%
08
$AVIV
AMERICAN CENTY ETF TR
Q4 2025: Increased +13.8% (98.7k → 112.4k shares)
4.9%
09
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Increased +29.5% (134.8k → 174.6k shares)
4.0%
10
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Increased +2.5% (51.1k → 52.3k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.