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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 14 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IFRA ISHARES TR 54.0 $3K 0.00% NEW $63.04 -7.8%
262 VOX VANGUARD WORLD FD 18.0 $3K 0.00% $183.94 +1.7%
263 TAN INVESCO EXCH TRADED FD TR II 55.0 $3K 0.00% $59.15 -20.6%
264 XME SPDR SERIES TRUST 30.0 $3K 0.00% NEW $106.93 +11.3%
265 FUTY FIDELITY COVINGTON TRUST 52.0 $3K 0.00% NEW $58.42 -6.7%
266 TEMA ETF TRUST 100.0 $3K 0.00% NEW $30.38
267 EBIZ GLOBAL X FDS 105.0 $3K 0.00% $27.60 +6.8%
268 IDNA ISHARES TR 85.0 $3K 0.00% $33.75 +20.1%
269 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 14.0 $3K 0.00% $193.21 -0.4%
270 SHLD GLOBAL X FDS 45.0 $3K 0.00% $59.71 +6.6%
271 ENB ENBRIDGE INC Energy 49.0 $3K 0.00% $54.20 -7.1%
272 CDP COPT DEFENSE PROPERTIES Real Estate 70.0 $3K 0.00% $36.39 -2.8%
273 XLE SELECT SECTOR SPDR TR 47.0 $2K 0.00% NEW $53.11 +21.4%
274 CIBR FIRST TR EXCHANGE-TRADED FD 27.0 $2K 0.00% NEW $89.85 +4.8%
275 PYPL PAYPAL HLDGS INC Financial Services 56.0 $2K 0.00% $43.18 +22.2%
276 BIIB BIOGEN INC Healthcare 10.0 $2K 0.00% $216.10 +1.6%
277 PCRX PACIRA BIOSCIENCES INC Healthcare 85.0 $2K 0.00% $25.36 +6.0%
278 DOW DOW HLDGS INC Basic Materials 78.0 $2K 0.00% $27.36 +12.4%
279 UPS UNITED PARCEL SVCS INC Industrials 19.0 $2K 0.00% $107.53 -4.2%
280 AVAV AEROVIRONMENT INC Industrials 12.0 $2K 0.00% $165.08 -12.5%
Page 14 of 16  ·  309 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%