55 North Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Winter Park, FL
CIK
0002106457
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 304 508,231 DFAU, DFSD, VUSB, BINC 13F-HR 7/7/2026 000206336426000176
Q1 2026 210 390,598 DFAU, DFSD, VUSB, BINC 13F-HR 4/17/2026 000206336426000105
Q4 2025 195 379,513 DFAU, DFSD, VUSB, AVDE 13F-HR 1/27/2026 000206336426000035