Polaris Financial Partners
$223M 13F equity value
370 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Polaris Financial Partners covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 161,395 | $37M | 16.7% |
| XLG | INVESCO EXCHANGE TRADED FD T | 333,977 | $21M | 9.6% |
| AMZN | AMAZON COM INC | 73,844 | $19M | 8.3% |
| AAPL | APPLE INC | 40,278 | $14M | 6.1% |
| META | META PLATFORMS INC | 10,619 | $8M | 3.5% |
| CAT | CATERPILLAR INC | 9,482 | $8M | 3.5% |
| SOXX | ISHARES TR | 12,886 | $7M | 3.3% |
| QBIG | INVESCO ACTIVELY MANAGED EXC | 9,669 | $7M | 3.2% |
| MU | MICRON TECHNOLOGY INC | 5,662 | $6M | 2.7% |
| DELL | DELL TECHNOLOGIES INC | 9,204 | $5M | 2.2% |
Track Polaris Financial Partners's 13F portfolio: $223M in reported holdings, 370 positions. Top holdings and quarterly changes on SentiSense.
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