55 North Private Wealth, LLC - Portfolio overview

55 North Private Wealth, LLC has 210 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 19.41%
2. DFSD - DIMENSIONAL ETF TRUST, 10.78%
3. VUSB - VANGUARD BD INDEX FDS, 6.72%

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

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