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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HPE HEWLETT PACKARD ENTERPRISE C Technology 429.0 $19K 0.01% NEW $45.11 +12.7%
142 ORI OLD REP INTL CORP Financial Services 470.0 $19K 0.01% $40.92 +2.0%
143 USSG DBX ETF TR 260.0 $18K 0.01% $69.46 +2.6%
144 XLY SELECT SECTOR SPDR TR 152.0 $18K 0.01% NEW $117.28 -2.3%
145 XVV ISHARES TR 310.0 $18K 0.01% $56.79 +2.8%
146 SCHM SCHWAB STRATEGIC TR 475.0 $18K 0.01% $36.87 -4.6%
147 XLC SELECT SECTOR SPDR TR 161.0 $17K 0.01% NEW $107.13 +3.5%
148 HAL HALLIBURTON CO Energy 500.0 $17K 0.01% $33.95 +8.4%
149 ADP AUTOMATIC DATA PROCESSING IN Industrials 75.0 $17K 0.01% $223.95 +26.6%
150 SNOW SNOWFLAKE INC Technology 65.0 $17K 0.01% $254.51 +25.7%
151 BBH VANECK ETF TRUST 79.0 $16K 0.01% $202.22 +18.4%
152 VKTX VIKING THERAPEUTICS INC Healthcare 400.0 $16K 0.01% $39.01 -13.7%
153 VTS VITESSE ENERGY INC Energy 985.0 $16K 0.01% $15.77 +11.9%
154 SPG SIMON PPTY GROUP INC NEW Real Estate 69.0 $15K 0.01% NEW $223.65 -5.3%
155 IBM INTERNATIONAL BUSINESS MACHS Technology 54.0 $15K 0.01% +44.0 +440.0% $281.20 -17.7%
156 RACE FERRARI N V Consumer Cyclical 40.0 $15K 0.01% $372.30 +10.2%
157 WFC WELLS FARGO & CO Financial Services 178.0 $15K 0.01% NEW $82.64 +5.3%
158 SVAL ISHARES TR 350.0 $15K 0.01% $41.79 +2.6%
159 RTX RTX CORPORATION Industrials 77.0 $15K 0.01% +47.0 +156.7% $189.73 +8.1%
160 TFC TRUIST FINL CORP Financial Services 276.0 $14K 0.00% NEW $49.82 -0.8%
Page 8 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%