NorthRock Partners, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$5.9B

Holdings

600

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (600 positions)

StockValue
JMTGJ P MORGAN EXCHANGE TRADED F
$463K
VOOVANGUARD INDEX FDS
$347K
SPYMSPDR SERIES TRUST
$305K
VGSHVANGUARD SCOTTSDALE FDS
$277K
SPYVSPDR SERIES TRUST
$250K
NDQINVESCO QQQ TR
$230K
SPYGSPDR SERIES TRUST
$223K
SGOVISHARES TR
$202K
AAPLAPPLE INC
$201K
SPYSPDR S&P 500 ETF TR
$197K
HEFAISHARES TR
$112K
IWBISHARES TR
$111K
MDYVSPDR SERIES TRUST
$110K
MDYGSPDR SERIES TRUST
$97K
IGFISHARES TR
$88K
ROUSLATTICE STRATEGIES TR
$77K
MSFTMICROSOFT CORP
$71K
SLYVSPDR SERIES TRUST
$71K
IWRISHARES TR
$69K
EFAISHARES TR
$65K
SLYGSPDR SERIES TRUST
$62K
NVDANVIDIA CORPORATION
$60K
JMSTJ P MORGAN EXCHANGE TRADED F
$60K
IEMGISHARES INC
$57K
IUSBISHARES TR
$54K
SPEMSPDR INDEX SHS FDS
$52K
IWFISHARES TR
$47K
IWMISHARES TR
$46K
VMBSVANGUARD SCOTTSDALE FDS
$45K
MBBISHARES TR
$43K
BUFRFIRST TR EXCHNG TRADED FD VI
$40K
IEFISHARES TR
$39K
IVEISHARES TR
$34K
DYNFBLACKROCK ETF TRUST
$34K
PGRPROGRESSIVE CORP
$33K
IJRISHARES TR
$33K
TAFMAB ACTIVE ETFS INC
$32K
SPTISPDR SERIES TRUST
$31K
VYMIVANGUARD WHITEHALL FDS
$30K
AGGISHARES TR
$30K
4I1PHILIP MORRIS INTL INC
$28K
VEAVANGUARD TAX-MANAGED FDS
$28K
SCHZSCHWAB STRATEGIC TR
$27K
VTIVANGUARD INDEX FDS
$27K
MDLZMONDELEZ INTL INC
$27K
BDYNBLACKROCK ETF TRUST
$27K
QQQMINVESCO EXCH TRADED FD TR II
$27K
AMZNAMAZON COM INC
$26K
OEFISHARES TR
$24K
PGPROCTER AND GAMBLE CO
$23K
VWOVANGUARD INTL EQUITY INDEX F
$23K
STIPISHARES TR
$22K
BILSPDR SERIES TRUST
$21K
SPHQINVESCO EXCHANGE TRADED FD T
$20K
GOOGLALPHABET INC
$20K
BRK/BBERKSHIRE HATHAWAY INC DEL
$20K
TSLATESLA INC
$19K
IVVISHARES TR
$19K
GOOGALPHABET INC
$19K
XLKSELECT SECTOR SPDR TR
$18K
BINCBLACKROCK ETF TRUST II
$17K
JPMJPMORGAN CHASE & CO.
$15K
ABBVABBVIE INC
$14K
MTUMISHARES TR
$14K
VBVANGUARD INDEX FDS
$13K
VGLTVANGUARD SCOTTSDALE FDS
$13K
XLFSELECT SECTOR SPDR TR
$12K
IWPISHARES TR
$12K
SCHXSCHWAB STRATEGIC TR
$11K
VCSHVANGUARD SCOTTSDALE FDS
$11K
HYLBDBX ETF TR
$11K
VIGVANGUARD SPECIALIZED FUNDS
$11K
MOALTRIA GROUP INC
$11K
METAMETA PLATFORMS INC
$11K
KDPKEURIG DR PEPPER INC
$11K
BAIBLACKROCK ETF TRUST
$11K
IAU*ISHARES GOLD TR
$10K
BDVLBLACKROCK ETF TRUST
$10K
IGIBISHARES TR
$10K
ESGUISHARES TR
$10K
UPSUNITED PARCEL SERVICE INC
$10K
IWDISHARES TR
$9K
VNQVANGUARD INDEX FDS
$9K
VVISA INC
$9K
BNDXVANGUARD CHARLOTTE FDS
$9K
SOXQINVESCO EXCH TRADED FD TR II
$9K
AVGOBROADCOM INC
$9K
VGTVANGUARD WORLD FD
$9K
IGEBISHARES TR
$8K
IEURISHARES TR
$8K
LLYELI LILLY & CO
$7K
VUGVANGUARD INDEX FDS
$7K
VCITVANGUARD SCOTTSDALE FDS
$7K
IVWISHARES TR
$7K
CVXCHEVRON CORP NEW
$6K
ITA*ISHARES TR
$6K
ESMLISHARES TR
$6K
JNJJOHNSON & JOHNSON
$6K
XLISELECT SECTOR SPDR TR
$6K
A4SAMERIPRISE FINL INC
$6K
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