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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 1 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAU DIMENSIONAL ETF TRUST 1,608,993.0 $75.3M 19.84% NEW $46.80 +8.7%
2 DFSD DIMENSIONAL ETF TRUST 865,677.0 $41.5M 10.94% NEW $47.95 -0.4%
3 VUSB VANGUARD BD INDEX FDS 516,915.0 $25.8M 6.79% NEW $49.84 -0.2%
4 AVDE AMERICAN CENTY ETF TR 305,441.0 $25.1M 6.62% NEW $82.32 +8.3%
5 BINC BLACKROCK ETF TRUST II 464,120.0 $24.5M 6.45% NEW $52.77 -0.7%
6 VTIP VANGUARD MALVERN FDS 217,623.0 $10.8M 2.84% NEW $49.46 +1.5%
7 DFAX DIMENSIONAL ETF TRUST 218,307.0 $7.1M 1.88% NEW $32.73 +12.0%
8 AVEM AMERICAN CENTY ETF TR 91,855.0 $7.1M 1.86% NEW $77.02 +24.1%
9 VUG VANGUARD INDEX FDS 14,431.0 $7.0M 1.85% NEW $487.87 -83.0%
10 MSFT MICROSOFT CORP Technology 13,829.0 $6.7M 1.76% NEW $483.61 -27.0%
11 NVDA NVIDIA CORPORATION Technology 31,679.0 $5.9M 1.56% NEW $186.50 +5.0%
12 VTI VANGUARD INDEX FDS 17,593.0 $5.9M 1.55% NEW $335.28 +8.6%
13 AAPL APPLE INC Technology 20,592.0 $5.6M 1.48% NEW $271.86 +1.2%
14 BERKSHIRE HATHAWAY INC DEL 9,970.0 $5.0M 1.32% NEW $502.65
15 DFNM DIMENSIONAL ETF TRUST 103,094.0 $5.0M 1.31% NEW $48.17 +0.2%
16 DFGP DIMENSIONAL ETF TRUST 79,929.0 $4.3M 1.14% NEW $54.07 +0.9%
17 MEAR ISHARES U S ETF TR 80,820.0 $4.1M 1.07% NEW $50.32 +0.1%
18 VCRB VANGUARD MALVERN FDS 49,279.0 $3.8M 1.01% NEW $77.89 -0.6%
19 DFUV DIMENSIONAL ETF TRUST 78,668.0 $3.7M 0.97% NEW $46.59 +18.8%
20 AMZN AMAZON COM INC Consumer Cyclical 14,300.0 $3.3M 0.87% NEW $230.83 -1.7%
Page 1 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%