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55 North Private Wealth, LLC

Q1 2026 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    210

  • Value ($000)

    $390,599

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0002106457
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$75.81M
19 %

1,680,166

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$42.1M
11 %

879,329

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$26.24M
7 %

527,010

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$25.01M
6 %

481,586

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$24.77M
6 %

291,992

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$11.93M
3 %

238,754

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$8.92M
2 %

110,752

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$6.71M
2 %

197,422

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$6.16M
2 %

14,101

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.79M
2 %

33,199

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