NorthRock Partners, LLC - Portfolio Stock Holdings
NorthRock Partners, LLC disclosed 713 stock positions in a recent SEC 13F filing. $6,888,846,908 of stock holdings were filed, with the largest holdings including VOO, JMTG, and SPYM. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.We estimate the fund has a total AUM of $12,185,185,517 and has 233 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
713Est. Stock Holding Value:
$6,888,846,908Top Stock Holdings By Sector
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Portfolio Stock Holdings - NorthRock Partners, LLC
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Portfolio Options Holdings - NorthRock Partners, LLC
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