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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 11 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IEMG ISHARES INC 70.0 $5K 0.00% $69.76 +15.7%
202 S SENTINELONE INC Technology 375.0 $5K 0.00% $12.88 +18.4%
203 EBAY EBAY INC. Consumer Cyclical 52.0 $5K 0.00% $91.02 +20.8%
204 ABBV ABBVIE INC Healthcare 21.0 $5K 0.00% NEW $217.48 +7.4%
205 Q QNITY ELECTRONICS INC Technology 39.0 $4K 0.00% $115.38 +36.0%
206 GSK GSK PLC Healthcare 80.0 $4K 0.00% $55.19 -7.4%
207 VEU VANGUARD INTL EQUITY INDEX F 58.0 $4K 0.00% $75.10 +9.4%
208 VGIT VANGUARD SCOTTSDALE FDS 72.0 $4K 0.00% $59.56 -0.9%
209 ARKX ARK ETF TR 142.0 $4K 0.00% NEW $29.35 +9.7%
210 BX BLACKSTONE INC Financial Services 36.0 $4K 0.00% -185.0 -83.7% $115.00 +0.0%
211 ADBE ADOBE INC Technology 17.0 $4K 0.00% $243.06 -18.4%
212 BGRN ISHARES TR 85.0 $4K 0.00% $47.47 +0.1%
213 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K 0.00% $90.41 -1.7%
214 AFL AFLAC INC Financial Services 36.0 $4K 0.00% $109.72 +7.0%
215 DIS DISNEY WALT CO Communication Services 40.0 $4K 0.00% -125.0 -75.8% $96.38 +5.7%
216 SNY SANOFI SA Healthcare 80.0 $4K 0.00% $48.17 -13.8%
217 OHI OMEGA HEALTHCARE INVS INC Real Estate 87.0 $4K 0.00% $43.82 +7.6%
218 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 700.0 $4K 0.00% $5.40 +18.7%
219 DTE DTE ENERGY CO Utilities 25.0 $4K 0.00% $146.24 +2.5%
220 IEFA ISHARES TR 40.0 $4K 0.00% $90.53 +5.0%
Page 11 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 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%