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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 2 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEI ISHARES TR 43,618.0 $5.2M 1.87% -693.0 -1.6% $118.60 -1.0%
22 SOXX ISHARES TR 13,842.0 $4.5M 1.64% -299.0 -2.1% $328.66 +83.6%
23 AMLP ALPS ETF TR 86,028.0 $4.5M 1.64% +2K +2.6% $52.64 -3.7%
24 XLU SELECT SECTOR SPDR TR 93,387.0 $4.3M 1.55% +1K +1.4% $45.89 -1.2%
25 QTUM ETF SER SOLUTIONS 35,205.0 $3.8M 1.36% +816.0 +2.4% $107.30 +50.0%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,175.0 $3.4M 1.22% +46.0 +0.9% $650.31 +13.5%
27 BOTZ GLOBAL X FDS 98,770.0 $3.3M 1.19% -649.0 -0.7% $33.22 +10.7%
28 AVGO BROADCOM INC Technology 10,263.0 $3.2M 1.15% -2K -17.3% $309.51 +24.1%
29 LLY ELI LILLY & CO Healthcare 3,403.0 $3.1M 1.13% -548.0 -13.9% $919.77 +20.3%
30 IAI ISHARES TR 18,544.0 $3.0M 1.10% -193.0 -1.0% $164.18 +11.9%
31 PICB INVESCO EXCH TRADED FD TR II 131,187.0 $3.0M 1.09% $23.10 -0.2%
32 CAT CATERPILLAR INC Industrials 3,050.0 $2.2M 0.78% -1K -30.2% $708.49 +41.4%
33 CGW INVESCO EXCH TRADED FD TR II 31,991.0 $2.0M 0.74% +992.0 +3.2% $63.94 +0.0%
34 IHAK ISHARES TR 44,178.0 $1.9M 0.70% +646.0 +1.5% $43.65 +26.4%
35 BLK BLACKROCK INC Financial Services 1,972.0 $1.9M 0.69% -85.0 -4.1% $961.71 +2.3%
36 ORCL ORACLE CORP Technology 11,131.0 $1.6M 0.59% -625.0 -5.3% $147.11 +8.0%
37 VTI VANGUARD INDEX FDS 4,808.0 $1.5M 0.56% $320.81 +14.2%
38 FLOT ISHARES TR 28,586.0 $1.5M 0.53% +917.0 +3.3% $50.95 +0.1%
39 GOOG ALPHABET INC Communication Services 3,533.0 $1.0M 0.37% $286.86 +21.8%
40 AMZN AMAZON COM INC Consumer Cyclical 4,856.0 $1.0M 0.36% $208.27 +16.1%
Page 2 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%