Institutions / 1 North Wealth Services LLC
1 North Wealth Services LLC
CIK 1641761 · Institution · as of Dec 31, 2025
Portfolio value
$284.20M
Positions
279
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 279 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $16.27M | 5.7% |
| Vanguard Scottsdale Fds | $15.92M | 5.6% |
| Janus Detroit Str Tr | $15.53M | 5.5% |
| Ssga Active ETF Tr | $14.16M | 5.0% |
| iShares Tr | $13.02M | 4.6% |
| PGIM ETF Tr | $12.89M | 4.5% |
| BlackRock ETF Trust II | $12.38M | 4.4% |
| SPDR Gold Tr | $11.52M | 4.1% |
| iShares Tr | $10.20M | 3.6% |
| Pacer Fds Tr | $9.41M | 3.3% |
| Apple Inc. | $8.73M | 3.1% |
| J P Morgan Exchange Traded F | $8.53M | 3.0% |
| iShares Inc | $8.48M | 3.0% |
| SPDR Dow Jones Indl Average | $8.01M | 2.8% |
| Invesco Actively Managed Exc | $7.78M | 2.7% |
| Invesco Qqq Tr | $7.72M | 2.7% |
| Vanguard Intl Equity Index F | $7.22M | 2.5% |
| WisdomTree Tr | $6.62M | 2.3% |
| iShares MSCI UAE ETF | $6.54M | 2.3% |
| iShares Tr | $6.47M | 2.3% |
| iShares Tr | $5.29M | 1.9% |
| iShares Tr | $4.30M | 1.5% |
| Broadcom Inc. | $4.29M | 1.5% |
| iShares Tr | $4.26M | 1.5% |
| ELI LILLY & Co | $4.25M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.