Northeast Planning Associates, Inc. / NH /
Northeast Planning Associates, Inc. (NPA) is a Bedford, New Hampshire-based, SEC-registered independent Registered Investment Adviser and financial planning firm. Founded over 60 years ago, NPA operates over 45 offices throughout New England and serves individuals, families, and businesses, providing comprehensive financial planning, investment advisory, insurance, and brokerage services. The firm emphasizes integrity, independence, and acting in the best interests of clients, collaborating with external CPAs, attorneys, and financial institutions. As of 2025, the firm has around 122–131 employees, primarily financial planners and advisors.
Investment Strategy
Northeast Planning Associates, Inc. pursues a client-centered investment strategy, providing independent, objective wealth management and financial planning services. As an independent RIA, NPA does not offer proprietary products and recommends strategies tailored to each client’s personal and business finances, lifetime objectives, and risk profiles. Advisors review each client’s needs and build customized portfolios using a broad range of investment products, augmented by insurance and retirement planning, and often collaborate with CPAs, attorneys, and financial institutions to deliver holistic financial solutions. The firm’s philosophy emphasizes integrity, independence, and acting solely in the client’s best interests.
Latest 13F Filing Activity
Northeast Planning Associates, Inc. / NH / filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $109M. The fund increased holdings in Oracle Corp., Ishares Silver TR, Victory Portfolios II among other positions. Northeast Planning Associates, Inc. / NH / reduced exposure to Select Sector SPDR TR, Vaneck Etf Trust, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SLV | ISHARES SILVER TR | 12.78% | $13.9M | 423,042 | $26.39 | $32.81 | +$731.8K |
U USTB | VICTORY PORTFOLIOS II | 11.41% | $12.4M | 243,755 | $50.22 | $50.82 | -$295.1K |
J JPST | J P MORGAN EXCHANGE TRADED F | 10.17% | $11.0M | 217,891 | $50.37 | $50.68 | -$1.6M |
G GDX | VANECK ETF TRUST | 8.67% | $9.4M | 180,901 | $34.07 | $52.06 | -$4.3M |
U UITB | VICTORY PORTFOLIOS II | 7.22% | $7.8M | 166,626 | $46.02 | $47.07 | +$421.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more