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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $306M AUM 309 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 60 Added 29 Reduced 3 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 306,541.0 $17.3M 5.66% +19K +6.6% $56.48 +0.9%
2 JAAA JANUS DETROIT STR TR 339,640.0 $17.1M 5.61% +29K +9.4% $50.49 +0.1%
3 VCIT VANGUARD SCOTTSDALE FDS 196,092.0 $16.2M 5.30% +10K +5.3% $82.65 -2.7%
4 TOTL SSGA ACTIVE ETF TR 381,624.0 $15.1M 4.92% +28K +7.9% $39.47 -2.5%
5 PULS PGIM ETF TR 282,255.0 $14.0M 4.57% +3K +1.1% $49.55 -0.0%
6 EMB ISHARES TR 144,539.0 $13.9M 4.56% +9K +6.8% $96.44 -2.4%
7 BINC BLACKROCK ETF TRUST II 266,102.0 $13.9M 4.55% +28K +12.0% $52.34 -1.5%
8 IJH ISHARES TR 151,481.0 $11.7M 3.82% +854.0 +0.6% $77.11 -3.3%
9 GLD SPDR GOLD TR Financial Services 29,417.0 $10.8M 3.54% +507.0 +1.8% $368.38 +7.7%
10 GCOW PACER FDS TR 226,773.0 $9.8M 3.21% +3K +1.1% $43.30 +9.5%
11 QQQ INVESCO QQQ TR Financial Services 12,972.0 $9.6M 3.12% +331.0 +2.6% $736.39 -3.9%
12 BBEU J P MORGAN EXCHANGE TRADED F 119,430.0 $9.3M 3.04% +2K +1.4% $77.77 +1.7%
13 DIA STATE STR SPDR DOW JONES IND Financial Services 16,969.0 $8.9M 2.90% +211.0 +1.3% $522.39 +1.0%
14 GSY INVESCO ACTIVELY MANAGED EXC 162,946.0 $8.2M 2.67% +10K +6.3% $50.15 -0.1%
15 IGF ISHARES TR 112,902.0 $7.5M 2.46% +5K +4.4% $66.60 -2.7%
16 IVV ISHARES TR 10,022.0 $7.5M 2.45% +528.0 +5.6% $748.91 +2.2%
17 DHS WISDOMTREE TR 65,441.0 $7.4M 2.43% +3K +4.2% $113.68 +3.6%
18 IEI ISHARES TR 45,734.0 $5.4M 1.76% +2K +4.8% $117.45 -1.6%
19 AMLP ALPS ETF TR 88,736.0 $4.6M 1.50% +3K +3.1% $51.85 +7.7%
20 XLU SELECT SECTOR SPDR TR 97,733.0 $4.4M 1.45% +4K +4.7% $45.34 -6.1%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.6%
Technology 22.3%
Healthcare 6.8%
Industrials 5.2%
Consumer Cyclical 3.2%
Communication Services 2.0%
Consumer Defensive 1.6%
Energy 1.4%
Real Estate 1.4%
Utilities 0.2%