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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 15 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UAA UNDER ARMOUR INC Consumer Cyclical 300.0 $2K 0.00% $6.39 -23.0%
282 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 38.0 $2K 0.00% $49.87 -1.1%
283 UA UNDER ARMOUR INC 302.0 $2K 0.00% $6.22
284 FREL FIDELITY COVINGTON TRUST 63.0 $2K 0.00% NEW $29.30 -0.2%
285 MINT PIMCO ETF TR 18.0 $2K 0.00% $100.83 -0.4%
286 KOMP SPDR SERIES TRUST 25.0 $2K 0.00% $71.52 -7.4%
287 AGG ISHARES TR 18.0 $2K 0.00% $99.00 -2.3%
288 GM GENERAL MTRS CO Consumer Cyclical 21.0 $2K 0.00% $77.10 +11.1%
289 CRM SALESFORCE INC Technology 10.0 $2K 0.00% $156.70 +64.7%
290 SCHH SCHWAB STRATEGIC TR 63.0 $1K $23.68 -0.4%
291 UNP UNION PAC CORP Industrials 5.0 $1K $272.00 +6.8%
292 GIS GENERAL MILLS INC Consumer Defensive 39.0 $1K $34.79 +18.1%
293 VSNT VERSANT MEDIA GROUP INC Industrials 37.0 $1K $36.00 +12.0%
294 QCOM QUALCOMM INC Technology 7.0 $1K $184.86 -9.9%
295 PFE PFIZER INC Healthcare 50.0 $1K $24.08 +18.6%
296 TDC TERADATA CORP DEL Technology 33.0 $1K $34.64 -17.3%
297 ETHM DYNAMIX CORP Financial Services 100.0 $1K $10.79 +0.8%
298 FEDEX FGHT HLDG CO INC 7.0 $1K NEW $151.00
299 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $985.0 $246.25 -3.6%
300 PGX INVESCO EXCH TRADED FD TR II 60.0 $650.0 $10.83 -2.9%
Page 15 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%