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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  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILD GILEAD SCIENCES INC Healthcare 66.0 $8K 0.00% NEW $126.33 +20.3%
22 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 74.0 $8K 0.00% NEW $107.78 +2.2%
23 CSX CSX CORP Industrials 167.0 $8K 0.00% NEW $47.53 +1.7%
24 O REALTY INCOME CORP Real Estate 125.0 $8K 0.00% NEW $61.96 -1.4%
25 CARNIVAL CORP LTD 270.0 $8K 0.00% NEW $28.57
26 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 95.0 $8K 0.00% NEW $81.16 -9.9%
27 GD GENERAL DYNAMICS CORP Industrials 20.0 $7K 0.00% NEW $354.25 +3.0%
28 IBB ISHARES TR 37.0 $7K 0.00% NEW $190.65 +12.9%
29 KBWB INVESCO EXCH TRADED FD TR II 67.0 $6K 0.00% NEW $92.99 +2.7%
30 PAVE GLOBAL X FDS 89.0 $5K 0.00% NEW $58.92 -8.5%
31 WELL WELLTOWER INC Real Estate 23.0 $5K 0.00% NEW $226.96 +5.2%
32 PPA INVESCO EXCHANGE TRADED FD T 27.0 $5K 0.00% NEW $176.67 -6.8%
33 ITB ISHARES TR 39.0 $4K 0.00% NEW $104.49 -11.2%
34 DUPONT DE NEMOURS INC 26.0 $4K 0.00% NEW $135.65
35 IFRA ISHARES TR 54.0 $3K 0.00% NEW $63.04 -7.8%
36 XME SPDR SERIES TRUST 30.0 $3K 0.00% NEW $106.93 +11.3%
37 FUTY FIDELITY COVINGTON TRUST 52.0 $3K 0.00% NEW $58.42 -6.7%
38 TEMA ETF TRUST 100.0 $3K 0.00% NEW $30.38
39 XLE SELECT SECTOR SPDR TR 47.0 $2K 0.00% NEW $53.11 +21.4%
40 CIBR FIRST TR EXCHANGE-TRADED FD 27.0 $2K 0.00% NEW $89.85 +4.8%
Page 2 of 3  ·  44 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%