55 North Private Wealth, LLC: 13F holdings
CIK 21064572026Q2
| Positions | 304 |
|---|
| Reported value | $508.2m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 304 (+94 vs prior quarter) |
|---|
| Reported value | $508.2m (+30.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 1,796,907 | $92.9m | 18.3% |
| DFSD DIMENSIONAL ETF TRUST | 1,073,749 | $51.3m | 10.1% |
| VUSB VANGUARD BD INDEX FDS | 646,795 | $32.2m | 6.3% |
| BINC BLACKROCK ETF TRUST II | 589,784 | $30.9m | 6.1% |
| AVDE AMERICAN CENTY ETF TR | 326,631 | $29.1m | 5.7% |
| VTIP VANGUARD MALVERN FDS | 267,911 | $13.5m | 2.6% |
| AVEM AMERICAN CENTY ETF TR | 131,634 | $12.7m | 2.5% |
| DFNM DIMENSIONAL ETF TRUST | 211,718 | $10.2m | 2.0% |
| MEAR ISHARES U S ETF TR | 189,921 | $9.6m | 1.9% |
| DFAX DIMENSIONAL ETF TRUST | 228,994 | $8.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106457")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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