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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 2 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES TR 8,876.0 $5.7M 1.86% -5K -35.9% $640.76 -21.9%
22 QTUM ETF SER SOLUTIONS 33,910.0 $5.6M 1.83% -1K -3.7% $165.38 -12.6%
23 IEI ISHARES TR 45,734.0 $5.4M 1.76% +2K +4.8% $117.45 -1.6%
24 AMLP ALPS ETF TR 88,736.0 $4.6M 1.50% +3K +3.1% $51.85 +7.7%
25 XLU SELECT SECTOR SPDR TR 97,733.0 $4.4M 1.45% +4K +4.7% $45.34 -6.1%
26 LLY ELI LILLY & CO Healthcare 3,371.0 $4.0M 1.32% -32.0 -0.9% $1199.43 -3.3%
27 BOTZ GLOBAL X FDS 103,113.0 $3.9M 1.28% +4K +4.4% $37.94 -7.4%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,238.0 $3.9M 1.28% +63.0 +1.2% $746.74 +2.0%
29 AVGO BROADCOM INC Technology 9,858.0 $3.7M 1.22% -405.0 -4.0% $377.75 -2.1%
30 PICB INVESCO EXCH TRADED FD TR II 156,512.0 $3.6M 1.19% +25K +19.3% $23.16 -0.7%
31 IAI ISHARES TR 19,538.0 $3.4M 1.12% +994.0 +5.4% $175.33 +9.2%
32 IHAK ISHARES TR 48,935.0 $3.0M 0.97% +5K +10.8% $60.71 +4.9%
33 CAT CATERPILLAR INC Industrials 2,771.0 $3.0M 0.96% -279.0 -9.2% $1064.95 -26.8%
34 CGW INVESCO EXCH TRADED FD TR II 32,299.0 $2.1M 0.69% +308.0 +1.0% $65.73 -2.8%
35 BLK BLACKROCK INC Financial Services 2,005.0 $1.9M 0.63% +33.0 +1.7% $961.56 +17.3%
36 VTI VANGUARD INDEX FDS 4,808.0 $1.8M 0.58% $370.04 +1.4%
37 ORCL ORACLE CORP Technology 11,268.0 $1.7M 0.54% +137.0 +1.2% $146.55 -3.6%
38 FLOT ISHARES TR 31,936.0 $1.6M 0.53% +3K +11.7% $51.05 -0.4%
39 GOOG ALPHABET INC 3,508.0 $1.2M 0.41% -25.0 -0.7% $353.33
40 AMZN AMAZON COM INC Consumer Cyclical 4,856.0 $1.2M 0.38% $238.34 +7.0%
Page 2 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%