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55 North Private Wealth, LLC 13F holdings

Filed 2026-07-07 · 55 North Private Wealth, LLC · 304 positions · $508.2M

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TickerCompanySharesValue% of portfolio
DFAUDIMENSIONAL ETF TRUST1.8M$92.9M18.3%
DFSDDIMENSIONAL ETF TRUST1.1M$51.3M10.1%
VUSBVANGUARD BD INDEX FDS646.8K$32.2M6.3%
BINCBLACKROCK ETF TRUST II589.8K$30.9M6.1%
AVDEAMERICAN CENTY ETF TR326.6K$29.1M5.7%
VTIPVANGUARD MALVERN FDS267.9K$13.5M2.6%
AVEMAMERICAN CENTY ETF TR131.6K$12.7M2.5%
DFNMDIMENSIONAL ETF TRUST211.7K$10.2M2.0%
MEARISHARES U S ETF TR189.9K$9.6M1.9%
DFAXDIMENSIONAL ETF TRUST229.0K$8.4M1.7%
NVDANVIDIA CORPORATION38.0K$7.6M1.5%
AAPLAPPLE INC26.1K$7.6M1.5%
VUGVANGUARD INDEX FDS87.2K$7.5M1.5%
VTIVANGUARD INDEX FDS17.6K$6.5M1.3%
DFUVDIMENSIONAL ETF TRUST99.0K$5.4M1.1%
DFGPDIMENSIONAL ETF TRUST90.6K$4.9M1.0%
VCRBVANGUARD MALVERN FDS63.0K$4.9M1.0%
BRK-BBERKSHIRE HATHAWAY INC DEL9.6K$4.8M0.9%
MSFTMICROSOFT CORP12.4K$4.6M0.9%
AMZNAMAZON COM INC16.6K$3.9M0.8%
VBRVANGUARD INDEX FDS13.6K$3.3M0.7%
GOOGLALPHABET INC9.2K$3.3M0.6%
DFAIDIMENSIONAL ETF TRUST74.5K$3.1M0.6%
AVGOBROADCOM INC7.5K$2.8M0.6%
DFAEDIMENSIONAL ETF TRUST69.8K$2.8M0.6%
GOOGALPHABET INC7.7K$2.7M0.5%
DFICDIMENSIONAL ETF TRUST69.8K$2.6M0.5%
AVUVAMERICAN CENTY ETF TR20.2K$2.5M0.5%
VOOVANGUARD INDEX FDS3.6K$2.5M0.5%
BACBANK AMERICA CORP41.5K$2.4M0.5%
VTVVANGUARD INDEX FDS10.7K$2.3M0.5%
MUMICRON TECHNOLOGY INC2.0K$2.3M0.5%
METAMETA PLATFORMS INC3.9K$2.2M0.4%
REETISHARES TR78.0K$2.2M0.4%
TSLATESLA INC5.1K$2.1M0.4%
JPMJPMORGAN CHASE & CO6.5K$2.1M0.4%
AVDVAMERICAN CENTY ETF TR20.1K$2.1M0.4%
SPYSTATE STR SPDR S&P 500 ETF T2.4K$1.8M0.4%
IVVISHARES TR2.3K$1.7M0.3%
DFATDIMENSIONAL ETF TRUST24.3K$1.7M0.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC3.5K$1.7M0.3%
CATCATERPILLAR INC1.6K$1.7M0.3%
VEAVANGUARD TAX-MANAGED FDS22.1K$1.6M0.3%
AMDADVANCED MICRO DEVICES INC2.7K$1.6M0.3%
EXMOCEXXON MOBIL CORP11.2K$1.5M0.3%
LLYELI LILLY & CO1.3K$1.5M0.3%
INTCINTEL CORP10.6K$1.5M0.3%
JNJJOHNSON & JOHNSON5.8K$1.5M0.3%
QQQINVESCO QQQ TR1.8K$1.3M0.3%
VDEVANGUARD WORLD FD8.0K$1.2M0.2%
COSTCOSTCO WHOLESALE CORPORATION1.3K$1.2M0.2%
—SEI EXCHANGE TRADED FUNDS45.2K$1.2M0.2%
ASMLASML HLDG NV601$1.2M0.2%
ITOTISHARES TR7.0K$1.1M0.2%
CSCOCISCO SYS INC9.6K$1.1M0.2%
EFAISHARES TR10.5K$1.1M0.2%
VWOVANGUARD INTL EQUITY INDEX F18.1K$1.1M0.2%
GLDSPDR GOLD TR2.8K$1.0M0.2%
LRCXLAM RESEARCH CORP2.4K$1.0M0.2%
WMTWALMART INC8.7K$984,2080.2%
Top Fund Holdings
13F
Top Fund Holdings

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