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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $284M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New
Page 2 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEI ISHARES TR 44,311.0 $5.3M 1.86% NEW $119.35 -1.6%
22 IYC ISHARES TR 41,692.0 $4.3M 1.51% NEW $103.13 -2.4%
23 AVGO BROADCOM INC Technology 12,409.0 $4.3M 1.51% NEW $346.10 +10.4%
24 SOXX ISHARES TR 14,141.0 $4.3M 1.50% NEW $301.15 +99.7%
25 LLY ELI LILLY & CO Healthcare 3,951.0 $4.2M 1.49% NEW $1074.68 +4.0%
26 AMLP ALPS ETF TR 83,869.0 $3.9M 1.39% NEW $47.02 +7.2%
27 XLU SELECT SECTOR SPDR TR 92,096.0 $3.9M 1.38% NEW $42.69 +6.7%
28 QTUM ETF SER SOLUTIONS 34,389.0 $3.8M 1.33% NEW $109.66 +45.8%
29 BOTZ GLOBAL X FDS 99,419.0 $3.6M 1.27% NEW $36.23 +1.0%
30 SPY SPDR S&P 500 ETF TR Financial Services 5,129.0 $3.5M 1.23% NEW $681.89 +7.5%
31 IAI ISHARES TR 18,737.0 $3.4M 1.18% NEW $179.37 +1.1%
32 PICB INVESCO EXCH TRADED FD TR II 130,790.0 $3.1M 1.10% NEW $23.88 -3.6%
33 CAT CATERPILLAR INC Industrials 4,373.0 $2.5M 0.88% NEW $572.89 +73.6%
34 ORCL ORACLE CORP Technology 11,756.0 $2.3M 0.81% NEW $194.91 -19.1%
35 BLK BLACKROCK INC Financial Services 2,057.0 $2.2M 0.78% NEW $1070.34 -8.2%
36 IHAK ISHARES TR 43,532.0 $2.1M 0.74% NEW $48.12 +13.8%
37 CGW INVESCO EXCH TRADED FD TR II 30,999.0 $2.0M 0.69% NEW $63.01 +1.7%
38 VTI VANGUARD INDEX FDS 4,809.0 $1.6M 0.57% NEW $335.24 +8.5%
39 FLOT ISHARES TR 27,669.0 $1.4M 0.49% NEW $50.86 +0.3%
40 AMZN AMAZON COM INC Consumer Cyclical 4,856.0 $1.1M 0.39% NEW $230.82 +1.5%
Page 2 of 14  ·  279 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 52.3%
Technology 24.6%
Healthcare 7.1%
Industrials 4.5%
Consumer Cyclical 3.7%
Communication Services 3.6%
Consumer Defensive 1.5%
Energy 1.3%
Real Estate 1.1%
Basic Materials 0.2%