Institutions / 55 North Private Wealth, LLC

55 North Private Wealth, LLC

CIK 2106457 · Institution · as of Dec 31, 2025

Portfolio value

$379.51M

Positions

195

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 195 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$75.30M	1,608,993	19.8%
Dimensional ETF Trust	—	$41.51M	865,677	10.9%
Vanguard Bd Index Fds	—	$25.76M	516,915	6.8%
American Centy ETF Tr	—	$25.14M	305,441	6.6%
BlackRock ETF Trust II	—	$24.49M	464,120	6.5%
Vanguard Malvern Fds	—	$10.76M	217,623	2.8%
Dimensional ETF Trust	—	$7.15M	218,307	1.9%
American Centy ETF Tr	—	$7.07M	91,855	1.9%
Vanguard Index Fds	—	$7.04M	14,431	1.9%
Microsoft Corp	—	$6.69M	13,829	1.8%
NVIDIA Corp	—	$5.91M	31,679	1.6%
Vanguard Index Fds	—	$5.90M	17,593	1.6%
Apple Inc.	—	$5.60M	20,592	1.5%
Warren E. Buffett	—	$5.01M	9,970	1.3%
Dimensional ETF Trust	—	$4.97M	103,094	1.3%
Dimensional ETF Trust	—	$4.32M	79,929	1.1%
iShares U S ETF Tr	—	$4.07M	80,820	1.1%
Vanguard Malvern Fds	—	$3.84M	49,279	1.0%
Dimensional ETF Trust	—	$3.67M	78,668	1.0%
Amazon.com Inc	—	$3.30M	14,300	0.9%
Vanguard Index Fds	—	$2.93M	13,857	0.8%
Dimensional ETF Trust	—	$2.83M	74,308	0.7%
Dimensional ETF Trust	—	$2.78M	80,698	0.7%
Dimensional ETF Trust	—	$2.47M	75,770	0.7%
Broadcom Inc.	—	$2.39M	6,917	0.6%

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.