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Portfolio (Quarterly) Guide ↗

55 North Private Wealth, LLC

· CIK 0002106457
13F Portfolio $380M AUM 195 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New
Page 2 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 13,857.0 $2.9M 0.77% NEW $211.78 +14.5%
22 DFAI DIMENSIONAL ETF TRUST 74,308.0 $2.8M 0.75% NEW $38.11 +7.7%
23 DFIC DIMENSIONAL ETF TRUST 80,698.0 $2.8M 0.73% NEW $34.46 +8.0%
24 DFAE DIMENSIONAL ETF TRUST 75,770.0 $2.5M 0.65% NEW $32.57 +22.4%
25 AVGO BROADCOM INC Technology 6,917.0 $2.4M 0.63% NEW $346.10 +9.5%
26 GOOGL ALPHABET INC Communication Services 7,527.0 $2.4M 0.62% NEW $313.00 +9.8%
27 META META PLATFORMS INC Communication Services 3,446.0 $2.3M 0.60% NEW $660.03 -17.8%
28 BAC BANK AMERICA CORP Financial Services 39,724.0 $2.2M 0.58% NEW $55.00 +5.8%
29 AVUV AMERICAN CENTY ETF TR 20,436.0 $2.1M 0.55% NEW $101.98 +21.7%
30 VTV VANGUARD INDEX FDS 10,896.0 $2.1M 0.55% NEW $190.98 +15.5%
31 AVDV AMERICAN CENTY ETF TR 21,036.0 $2.0M 0.52% NEW $93.97 +10.9%
32 JPM JPMORGAN CHASE & CO. Financial Services 5,778.0 $1.9M 0.49% NEW $322.24 +4.0%
33 GOOG ALPHABET INC Communication Services 5,652.0 $1.8M 0.47% NEW $313.80 +9.0%
34 VOO VANGUARD INDEX FDS 2,823.0 $1.8M 0.47% NEW $627.14 +7.8%
35 REET ISHARES TR 65,375.0 $1.6M 0.43% NEW $24.95 +11.5%
36 TSLA TESLA INC Consumer Cyclical 3,624.0 $1.6M 0.43% NEW $449.72 -16.6%
37 DFAT DIMENSIONAL ETF TRUST 24,331.0 $1.4M 0.38% NEW $59.54 +16.9%
38 WMT WALMART INC Consumer Defensive 11,476.0 $1.3M 0.34% NEW $111.41 +3.9%
39 XOM EXXON MOBIL CORP Energy 10,495.0 $1.3M 0.33% NEW $120.34 +14.3%
40 GLD SPDR GOLD TR Financial Services 2,845.0 $1.1M 0.30% NEW $396.31 -6.8%
Page 2 of 10  ·  195 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
Technology 34.7%
Financial Services 20.1%
Consumer Cyclical 9.7%
Communication Services 9.5%
Healthcare 7.8%
Industrials 7.1%
Consumer Defensive 4.7%
Energy 3.5%
Utilities 1.6%
Basic Materials 1.2%