55 North Private Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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