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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 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BOTZ GLOBAL X FDS 103,113.0 $3.9M 1.28% +4K +4.4% $37.94 -7.4%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,238.0 $3.9M 1.28% +63.0 +1.2% $746.74 +2.0%
23 PICB INVESCO EXCH TRADED FD TR II 156,512.0 $3.6M 1.19% +25K +19.3% $23.16 -0.7%
24 IAI ISHARES TR 19,538.0 $3.4M 1.12% +994.0 +5.4% $175.33 +9.2%
25 IHAK ISHARES TR 48,935.0 $3.0M 0.97% +5K +10.8% $60.71 +4.9%
26 CGW INVESCO EXCH TRADED FD TR II 32,299.0 $2.1M 0.69% +308.0 +1.0% $65.73 -2.8%
27 BLK BLACKROCK INC Financial Services 2,005.0 $1.9M 0.63% +33.0 +1.7% $961.56 +17.3%
28 ORCL ORACLE CORP Technology 11,268.0 $1.7M 0.54% +137.0 +1.2% $146.55 -3.6%
29 FLOT ISHARES TR 31,936.0 $1.6M 0.53% +3K +11.7% $51.05 -0.4%
30 GOOGL ALPHABET INC Communication Services 2,199.0 $786K 0.26% +54.0 +2.5% $357.43 -6.3%
31 XOM EXXON MOBIL CORP Energy 4,643.0 $635K 0.21% +92.0 +2.0% $136.72 +20.4%
32 HDV ISHARES TR 20,025.0 $549K 0.18% +16K +408.2% $27.41 +8.0%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 339.0 $317K 0.10% +45.0 +15.3% $935.47 +0.5%
34 JPM JPMORGAN CHASE & CO Financial Services 864.0 $283K 0.09% +64.0 +8.0% $327.33 +8.4%
35 META META PLATFORMS INC Communication Services 495.0 $279K 0.09% +10.0 +2.1% $563.29 +2.7%
36 MCD MCDONALDS CORP Consumer Cyclical 967.0 $261K 0.09% +27.0 +2.9% $270.31 -3.4%
37 HD HOME DEPOT INC Consumer Cyclical 346.0 $122K 0.04% +19.0 +5.8% $352.68 -9.3%
38 AOA ISHARES TR 684.0 $67K 0.02% +420.0 +159.1% $97.60 +0.6%
39 KMI KINDER MORGAN INC DEL Energy 2,072.0 $66K 0.02% +401.0 +24.0% $31.97 +0.4%
40 AXP AMERICAN EXPRESS CO Financial Services 190.0 $64K 0.02% +12.0 +6.7% $338.25 -4.2%
Page 2 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%