# EDGAR Filing Document

**Accession Number:** 0001914515
**File Stem:** 0001951757-25-001063
**Filing Date:** 2025-8
**Character Count:** 8597
**Document Hash:** f30663773e40610aae7c5b5ea20e5cbb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001063.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001951757-25-001063

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NORTHEAST PLANNING ASSOCIATES, INC. / NH /
- **CENTRAL INDEX KEY:** 0001914515

**ORGANIZATION NAME:**
- **EIN:** 020417665
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25466
- **FILM NUMBER:** 251205431

**BUSINESS ADDRESS:**
- **STREET 1:** 43 CONSTITUTION DRIVE
- **CITY:** BEDFORD
- **STATE:** NH
- **ZIP:** 03110
- **BUSINESS PHONE:** (603) 471-0900

**MAIL ADDRESS:**
- **STREET 1:** 43 CONSTITUTION DRIVE
- **CITY:** BEDFORD
- **STATE:** NH
- **ZIP:** 03110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NORTHEAST PLANNING ASSOCIATES INC. / NH /<br>**Address:** 43 CONSTITUTION DRIVE<br>BEDFORD, NH 03110

**Form 13F File Number:** 028-25466

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Hartman<br>**Title:** Chief Compliance Officer<br>**Phone:** (603) 471-0900

**Signature, Place, and Date of Signing:**

Michael Hartman  Bedford, NH  08-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $108581533

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 572220 | 2789 | SH |  | SOLE |  | 0 | 0 | 2789 |
| CHUBB LIMITED | COM | H1467J104 |  | 257561 | 889 | SH |  | SOLE |  | 0 | 0 | 889 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 418942 | 6251 | SH |  | SOLE |  | 0 | 0 | 6251 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 664080 | 18529 | SH |  | SOLE |  | 0 | 0 | 18529 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 403816 | 9551 | SH |  | SOLE |  | 0 | 0 | 9551 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 295480 | 2741 | SH |  | SOLE |  | 0 | 0 | 2741 |
| FIRST TR EXCHANGE-TRADED ALP | SHS ISSUED FRST | 33733C108 |  | 1724304 | 21217 | SH |  | SOLE |  | 0 | 0 | 21217 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 |  | 3047251 | 89127 | SH |  | SOLE |  | 0 | 0 | 89127 |
| FIRST TR EXCHANGE-TRADED FD | INTERMEDIATE DUR | 33738D796 |  | 6530069 | 311252 | SH |  | SOLE |  | 0 | 0 | 311252 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 2327341 | 37095 | SH |  | SOLE |  | 0 | 0 | 37095 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 2600784 | 52797 | SH |  | SOLE |  | 0 | 0 | 52797 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 2168159 | 68181 | SH |  | SOLE |  | 0 | 0 | 68181 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 |  | 2174302 | 65491 | SH |  | SOLE |  | 0 | 0 | 65491 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 2081554 | 59001 | SH |  | SOLE |  | 0 | 0 | 59001 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 46138J510 |  | 260974 | 11077 | SH |  | SOLE |  | 0 | 0 | 11077 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 46138J528 |  | 431414 | 17580 | SH |  | SOLE |  | 0 | 0 | 17580 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 636041 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 4583821 | 51941 | SH |  | SOLE |  | 0 | 0 | 51941 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 203826 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1931808 | 13930 | SH |  | SOLE |  | 0 | 0 | 13930 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 243194 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 912600 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 2540040 | 10304 | SH |  | SOLE |  | 0 | 0 | 10304 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 13880010 | 423042 | SH |  | SOLE |  | 0 | 0 | 423042 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 11042744 | 217891 | SH |  | SOLE |  | 0 | 0 | 217891 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 221491 | 764 | SH |  | SOLE |  | 0 | 0 | 764 |
| MICROSOFT CORP | COM | 594918104 |  | 225824 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 214552 | 1358 | SH |  | SOLE |  | 0 | 0 | 1358 |
| ORACLE CORP | COM | 68389X105 |  | 864900 | 3956 | SH |  | SOLE |  | 0 | 0 | 3956 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 537319 | 5637 | SH |  | SOLE |  | 0 | 0 | 5637 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 200780 | 2681 | SH |  | SOLE |  | 0 | 0 | 2681 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 581397 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 322894 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 446173 | 36452 | SH |  | SOLE |  | 0 | 0 | 36452 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 497201 | 9945 | SH |  | SOLE |  | 0 | 0 | 9945 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 295982 | 3625 | SH |  | SOLE |  | 0 | 0 | 3625 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 9417710 | 180901 | SH |  | SOLE |  | 0 | 0 | 180901 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 449366 | 6685 | SH |  | SOLE |  | 0 | 0 | 6685 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 263880 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 310283 | 4491 | SH |  | SOLE |  | 0 | 0 | 4491 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2226287 | 7325 | SH |  | SOLE |  | 0 | 0 | 7325 |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 |  | 7843093 | 166626 | SH |  | SOLE |  | 0 | 0 | 166626 |
| VICTORY PORTFOLIOS II | VICTORYSHS EMERG | 92647N543 |  | 2392555 | 45642 | SH |  | SOLE |  | 0 | 0 | 45642 |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 |  | 3346017 | 94654 | SH |  | SOLE |  | 0 | 0 | 94654 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 12387609 | 243755 | SH |  | SOLE |  | 0 | 0 | 243755 |
| VICTORY PORTFOLIOS II | VCSHS US LRG CAP | 92647N865 |  | 385047 | 5782 | SH |  | SOLE |  | 0 | 0 | 5782 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 3218838 | 73573 | SH |  | SOLE |  | 0 | 0 | 73573 |

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