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55 North Private Wealth, LLC

Q2 2026 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    304

  • Value ($000)

    $508,231

  • Date Filed
    07/07/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$92.88M
18 %

1,796,907

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$51.27M
10 %

1,073,749

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$32.2M
6 %

646,795

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$30.87M
6 %

589,784

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$29.14M
6 %

326,631

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$13.46M
3 %

267,911

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$12.7M
3 %

131,634

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$10.23M
2 %

211,718

M
MEAR

ISHARES U S ETF TR

SHORT MATURITY M
46431W838
$9.57M
2 %

189,921

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$8.44M
2 %

228,994

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