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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 8 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BBH VANECK ETF TRUST 79.0 $15K 0.01% NEW $188.32 +3.5%
142 RACE FERRARI N V Consumer Cyclical 40.0 $15K 0.01% NEW $369.55 -5.6%
143 GEV GE VERNOVA INC Utilities 22.0 $14K 0.01% NEW $653.59 +61.8%
144 XLP SELECT SECTOR SPDR TR 185.0 $14K 0.01% NEW $77.68 +8.7%
145 SNOW SNOWFLAKE INC Technology 65.0 $14K 0.01% NEW $219.35 +3.0%
146 HAL HALLIBURTON CO Energy 500.0 $14K 0.01% NEW $28.26 +20.0%
147 AMD ADVANCED MICRO DEVICES INC Technology 65.0 $14K 0.01% NEW $214.15 +142.7%
148 ETN EATON CORP PLC Industrials 43.0 $14K 0.01% NEW $318.51 +27.0%
149 EUSB ISHARES TR 310.0 $14K 0.01% NEW $43.91 -0.9%
150 PIO INVESCO EXCH TRADED FD TR II 304.0 $13K 0.01% NEW $44.15 +0.7%
151 SUSC ISHARES TR 545.0 $13K 0.00% NEW $23.39 -0.8%
152 VUG VANGUARD INDEX FDS 25.0 $12K 0.00% NEW $487.88 -82.8%
153 TTD THE TRADE DESK INC Technology 310.0 $12K 0.00% NEW $37.96 -53.4%
154 TJX TJX COS INC NEW Consumer Cyclical 76.0 $12K 0.00% NEW $153.61 +7.5%
155 KMB KIMBERLY-CLARK CORP Consumer Defensive 115.0 $12K 0.00% NEW $100.89 +5.8%
156 FDUS FIDUS INVT CORP Financial Services 600.0 $12K 0.00% NEW $19.30 -6.1%
157 XJH ISHARES TR 245.0 $11K 0.00% NEW $44.65 +14.4%
158 MSI MOTOROLA SOLUTIONS INC Technology 28.0 $11K 0.00% NEW $383.32 +4.5%
159 CNR CORE NATURAL RESOURCES INC Energy 120.0 $11K 0.00% NEW $88.51 -8.7%
160 GRNB VANECK ETF TRUST 430.0 $10K 0.00% NEW $24.33 -0.8%
Page 8 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%