1 NORTH WEALTH SERVICES LLC - Portfolio overview

1 NORTH WEALTH SERVICES LLC has 283 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 5.88%
2. JAAA - JANUS DETROIT STR TR, 5.65%
3. VCIT - VANGUARD SCOTTSDALE FDS, 5.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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