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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $277M AUM 270 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 38 Added 48 Reduced 23 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVLU ISHARES TR 707.0 $28K 0.01% NEW $39.68 +4.6%
2 AZN ASTRAZENECA PLC Healthcare 107.0 $21K 0.01% NEW $197.22 -7.2%
3 VIG VANGUARD SPECIALIZED FUNDS 90.0 $19K 0.01% NEW $215.06 +9.3%
4 DTCR GLOBAL X FDS 750.0 $18K 0.01% NEW $23.96 +30.6%
5 SCHM SCHWAB STRATEGIC TR 475.0 $15K 0.01% NEW $30.96 +16.0%
6 VKTX VIKING THERAPEUTICS INC Healthcare 400.0 $13K 0.01% NEW $32.54 +12.0%
7 SVAL ISHARES TR 350.0 $13K 0.01% NEW $35.94 +14.7%
8 ABBV ABBVIE INC Healthcare 21.0 $5K 0.00% NEW $217.48 +7.8%
9 ARKX ARK ETF TR 142.0 $4K 0.00% NEW $29.35 +11.2%
10 SHLD GLOBAL X FDS 45.0 $3K 0.00% NEW $70.84 -16.3%
11 YETI YETI HLDGS INC Consumer Cyclical 75.0 $3K 0.00% NEW $36.59 +34.8%
12 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 38.0 $3K 0.00% NEW $70.50 -29.9%
13 AVAV AEROVIRONMENT INC Industrials 12.0 $2K 0.00% NEW $183.08 -20.4%
14 VSNT VERSANT MEDIA GROUP INC Industrials 37.0 $1K NEW $37.03 +3.9%
15 IBB ISHARES TR $15.0 NEW

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 56.3%
Technology 21.4%
Healthcare 5.9%
Industrials 4.2%
Communication Services 3.5%
Consumer Cyclical 3.1%
Energy 1.8%
Consumer Defensive 1.7%
Real Estate 1.6%
Utilities 0.2%