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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
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLP SELECT SECTOR SPDR TR 180.0 $15K 0.01% -5.0 -2.7% $81.98 +3.0%
42 RTX RTX CORPORATION Industrials 30.0 $6K 0.00% -137.0 -82.0% $192.90 -4.1%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17.0 $6K 0.00% -13.0 -43.3% $337.94 +30.4%
44 BX BLACKSTONE INC Financial Services 36.0 $4K 0.00% -185.0 -83.7% $115.00 -1.7%
45 DIS DISNEY WALT CO Communication Services 40.0 $4K 0.00% -125.0 -75.8% $96.38 +5.0%
46 MINT PIMCO ETF TR 18.0 $2K 0.00% -200.0 -91.7% $100.56 +0.2%
47 IYC ISHARES TR 5.0 $485.0 -42K -100.0% $97.00 +3.8%
48 CALF PACER FDS TR -100.0%
Page 3 of 3  ·  48 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 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%