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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
Q2 2026 Q1 2026 · All 15 New 38 Added 48 Reduced
Page 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TXN TEXAS INSTRS INC Technology 34.0 $7K 0.00% $194.15 +31.2%
182 ESGE ISHARES INC 145.0 $7K 0.00% $45.47 +19.1%
183 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 150.0 $6K 0.00% $43.06 -5.9%
184 IBIT ISHARES BITCOIN TRUST ETF Financial Services 160.0 $6K 0.00% $38.42 +14.0%
185 MDLZ MONDELEZ INTL INC Consumer Defensive 105.0 $6K 0.00% $57.64 +8.3%
186 VTWO VANGUARD SCOTTSDALE FDS 58.0 $6K 0.00% $100.17 +18.7%
187 RTX RTX CORPORATION Industrials 30.0 $6K 0.00% -137.0 -82.0% $192.90 +4.1%
188 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17.0 $6K 0.00% -13.0 -43.3% $337.94 +23.0%
189 VO VANGUARD INDEX FDS 20.0 $6K 0.00% $287.20 -71.6%
190 LIT GLOBAL X FDS 75.0 $6K 0.00% $74.35 -0.1%
191 MLI MUELLER INDS INC Industrials 50.0 $6K 0.00% $110.80 -44.0%
192 ALK ALASKA AIR GROUP INC Industrials 150.0 $6K 0.00% $36.78 +13.1%
193 SCHW SCHWAB CHARLES CORP Financial Services 57.0 $5K 0.00% $93.98 +15.2%
194 FDX FEDEX CORP Industrials 15.0 $5K 0.00% $356.20 -11.1%
195 CME CME GROUP INC Financial Services 18.0 $5K 0.00% $295.33 -5.9%
196 LUV SOUTHWEST AIRLS CO Industrials 140.0 $5K 0.00% $37.57 +2.8%
197 TSN TYSON FOODS INC Consumer Defensive 80.0 $5K 0.00% $64.08 -12.9%
198 BAX BAXTER INTL INC Healthcare 305.0 $5K 0.00% $16.80 +53.0%
199 NKE NIKE INC Consumer Cyclical 95.0 $5K 0.00% +1.0 +1.1% $52.68 -27.4%
200 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 135.0 $5K 0.00% $36.75 +8.4%
Page 10 of 14  ·  270 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 57.3%
Technology 21.8%
Healthcare 6.0%
Industrials 4.3%
Consumer Cyclical 3.2%
Communication Services 1.9%
Energy 1.8%
Consumer Defensive 1.7%
Real Estate 1.6%
Basic Materials 0.3%