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55 North Private Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    winter park, FL
  • CIK
    0002106457
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

210

$390.6M
DFAU, DFSD, VUSB, BINC
13F-HR
Apr 17, 2026
000206336426000105

195

$379.51M
DFAU, DFSD, VUSB, AVDE
13F-HR
Jan 27, 2026
000206336426000035
55 North Private Wealth, Llc 13F Filings