DOSSIER · 13F-HR · Q1 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
NORTHEAST PLANNING ASSOCIATES, / NH /'s holding co. based in Greenwich, CT — $149M in tracked AUM across 55 positions as of Q1 2026.
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NORTHEAST PLANNING ASSOCIATES, / NH /·Greenwich, CT·Holding Co.
CIK 0001914515 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Northeast Planning Associates, Inc.
1. Portfolio Overview
Northeast Planning Associates, Inc. manages a concentrated portfolio valued at approximately $100.93 million as of September 30, 2025. This represents a decrease of 7.0% from the previous quarter's value of $108.58 million. The portfolio consists of 35 holdings, indicating a relatively focused strategy rather than broad diversification. The firm demonstrates a strong preference f...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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