North Capital, Inc. - Portfolio overview
North Capital, Inc. has 732 reported holdings in this dataset, with the latest filing dated 2026-04-30.
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
- BIL - SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF, 24.82%
- DFAU - DIMENSIONAL ETF TRUST US CORE EQT MKT, 10.04%
- DFAI - DIMENSIONAL ETF TRUST INTL CORE EQT MK, 4.67%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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