55 North Private Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| COSTCO WHOLESALE CORP /NEW | $1.01M | 0.3% |
| ISHARES TR | $1.01M | 0.3% |
| EA SERIES TRUST | $1.03M | 0.3% |
| ELI LILLY & Co | $1.04M | 0.3% |
| iShares MSCI UAE ETF | $1.10M | 0.3% |
| SPDR GOLD TR | $1.13M | 0.3% |
| EXXON MOBIL CORP | $1.26M | 0.3% |
| Walmart Inc. | $1.28M | 0.3% |
| DIMENSIONAL ETF TRUST | $1.45M | 0.4% |
| Tesla Inc | $1.63M | 0.4% |
| ISHARES TR | $1.63M | 0.4% |
| VANGUARD INDEX FDS | $1.77M | 0.5% |
| Alphabet Inc. | $1.77M | 0.5% |
| JPMORGAN CHASE & CO | $1.86M | 0.5% |
| AMERICAN CENTY ETF TR | $1.98M | 0.5% |
| VANGUARD INDEX FDS | $2.08M | 0.5% |
| AMERICAN CENTY ETF TR | $2.08M | 0.5% |
| BANK OF AMERICA CORP /DE | $2.18M | 0.6% |
| Meta Platforms Inc | $2.27M | 0.6% |
| Alphabet Inc. | $2.36M | 0.6% |
| Broadcom Inc. | $2.39M | 0.6% |
| DIMENSIONAL ETF TRUST | $2.47M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.78M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.83M | 0.7% |
| VANGUARD INDEX FDS | $2.93M | 0.8% |
| Amazon.com Inc | $3.30M | 0.9% |
| DIMENSIONAL ETF TRUST | $3.67M | 1.0% |
| VANGUARD MALVERN FDS | $3.84M | 1.0% |
| ISHARES U S ETF TR | $4.07M | 1.1% |
| DIMENSIONAL ETF TRUST | $4.32M | 1.1% |
| DIMENSIONAL ETF TRUST | $4.97M | 1.3% |
| Warren E. Buffett | $5.01M | 1.3% |
| Apple Inc. | $5.60M | 1.5% |
| VANGUARD INDEX FDS | $5.90M | 1.6% |
| NVIDIA Corp | $5.91M | 1.6% |
| MICROSOFT CORP | $6.69M | 1.8% |
| VANGUARD INDEX FDS | $7.04M | 1.9% |
| AMERICAN CENTY ETF TR | $7.07M | 1.9% |
| DIMENSIONAL ETF TRUST | $7.15M | 1.9% |
| VANGUARD MALVERN FDS | $10.76M | 2.8% |
| BLACKROCK ETF TRUST II | $24.49M | 6.5% |
| AMERICAN CENTY ETF TR | $25.14M | 6.6% |
| VANGUARD BD INDEX FDS | $25.76M | 6.8% |
| DIMENSIONAL ETF TRUST | $41.51M | 10.9% |
| DIMENSIONAL ETF TRUST | $75.30M | 19.8% |