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55 North Private Wealth, LLC

All holdings · as of Dec 31, 2025

195 positions

CompanyClassValueShares% of portfolio
Netflix Inc—$778.9K8,3070.2%
Mastercard Inc—$722.7K1,2660.2%
WELLS FARGO & COMPANY/MN—$721.8K7,7450.2%
DIMENSIONAL ETF TRUST—$720.4K16,9260.2%
VANGUARD INDEX FDS—$706.3K2,3380.2%
ISHARES TR—$705.7K5,0000.2%
JOHNSON & JOHNSON—$691.6K3,3420.2%
THE GOLDMAN SACHS GROUP, INC.—$687.4K7820.2%
Quanta Services Inc—$661.4K1,5670.2%
ISHARES TR—$657.7K9600.2%
DIMENSIONAL ETF TRUST—$638.4K18,6620.2%
CISCO SYSTEMS, INC.—$629.5K8,1730.2%
HOME DEPOT, INC.—$626.3K1,8200.2%
UNITEDHEALTH GROUP INC—$622.6K1,8860.2%
AbbVie Inc.—$605.9K2,6520.2%
J P MORGAN EXCHANGE TRADED F—$602.1K6,6850.2%
CITIGROUP INC—$592.7K5,0800.2%
ISHARES TR—$587.7K5,3350.2%
GENERAL ELECTRIC CO—$575.4K1,8680.2%
CHEVRON CORP—$567.7K3,7250.1%
VANGUARD BD INDEX FDS—$559.3K7,5510.1%
Visa Inc—$545.7K1,5560.1%
RTX Corp—$536.1K2,9230.1%
VANGUARD INDEX FDS—$530.4K2,0560.1%
SPDR S&P 500 ETF TR—$518.3K7600.1%
Morgan Stanley—$504.3K2,8410.1%
AMERICAN EXPRESS CO—$500.9K1,3540.1%
THERMO FISHER SCIENTIFIC INC.—$497.8K8590.1%
TORTOISE CAPITAL SERIES TRUS—$489.1K13,8580.1%
DIMENSIONAL ETF TRUST—$476.7K14,4930.1%
iShares MSCI UAE ETF—$472.4K5,5810.1%
ORACLE CORP—$471.9K2,4210.1%
ASML HOLDING N V—$457.9K4280.1%
STRYKER CORP—$446.0K1,2690.1%
SPROTT ASSET MANAGEMENT LP—$436.6K13,2230.1%
S&P Global Inc.—$433.8K8300.1%
COCA COLA CO—$430.5K6,1580.1%
DIMENSIONAL ETF TRUST—$423.8K11,1430.1%
VANGUARD INDEX FDS—$419.1K1,4440.1%
FIRST TR EXCHANGE-TRADED FD—$418.4K4,5230.1%
Phillips 66—$416.7K3,2290.1%
MICRON TECHNOLOGY INC—$416.4K1,4590.1%
AMERICAN CENTY ETF TR—$409.4K3,6630.1%
HSBC HOLDINGS PLCHSBCADR$409.4K5,2040.1%
VANGUARD SCOTTSDALE FDS—$408.9K8,6850.1%
SCHWAB CHARLES CORP—$408.5K4,0890.1%
QUALCOMM INC/DE—$396.5K2,3180.1%
VANGUARD MUN BD FDS—$393.9K7,8330.1%
DANAHER CORP /DE—$390.3K1,7050.1%
INTERNATIONAL BUSINESS MACHINES CORP—$388.5K1,3120.1%
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