StockDriftsStockDriftsTop 50 55 North Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 17.98% | 1.83M | $95.8M | +1.77%(+31.83K) | $46.46(+13.49%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.54% | 1.09M | $50.8M | +1.81%(+19.41K) | $47.99(-2.61%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 6.1% | 655.5K | $32.5M | +1.34%(+8.69K) | $49.88(-0.76%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.94% | 351.1K | $31.6M | +7.48%(+24.43K) | $81.74(+9.49%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 5.73% | 601.1K | $30.5M | +1.92%(+11.34K) | $52.79(-4.05%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.66% | 288.3K | $14.2M | +7.61%(+20.38K) | $50.00(-2.72%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.59% | 146.5K | $13.8M | +11.28%(+14.85K) | $79.94(+11.88%) | 2026-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 1.79% | 207.6K | $9.6M | -1.96%(-4.14K) | $48.08(-2.85%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.77% | 28.3K | $9.4M | +8.41%(+2.20K) | $267.74(+28.09%) | 2026-09-30 | |
| MEAR | ISHARES U S ETF TR | 1.71% | 184.0K | $9.1M | -3.13%(-5.95K) | $50.37(-1.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.09% |
55 North Private Wealth LLC reports $532.45M in US-listed equity holdings across 313 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (18.0%), DFSD (9.5%) and VUSB (6.1%). The top 20 holdings account for 67.83% of reported assets. Its disclosed equity book has returned +5.54% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 55 North Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106457). View 55 North Private Wealth LLC’s 13F filings on SEC