account_balance
Investment manager · 13F filer · SEC CIK 1634556
True North Advisors, LLC
Reported value$1.35Bas of Sep 30, 2026
Positions302 47 new, 36 sold out
Top 10 weight49.7%SGOV alone is 19%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
18.7%New
AAPLApple Inc.
7.9%Added +6%
FNDXSchwab Strategic Tr
5.0%
LIILennox International Inc
4.1%Trimmed −4%
AVDSAmerican Centy ETF Tr
2.7%Added +3%
VOOVanguard Index FDS
2.5%New
AMZNAmazon.com Inc
2.4%−2%
SPYSPDR S&P 500 ETF Trust
2.3%
NVDANVIDIA Corp
2.1%−10%
GOOGAlphabet Inc.
1.9%Added +6999%
BRK-BBerkshire Hathaway Inc
1.9%Added +5%
VEAVanguard Tax-Managed FDS
1.8%
SGOViShares Tr
18.7%New
AAPLApple Inc.
7.9%+6%
FNDXSchwab Strategic Tr
5.0%
LIILennox International Inc
4.1%−4%
AVDSAmerican Centy ETF Tr
2.7%
VOO2.5%
AMZNSPY2.3%NVDAGOOG1.9%BRK-B1.9%VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 18.7% New
AAPL Apple Inc. 7.9% Added +6%FNDX Schwab Strategic Tr 5.0% Held
LII Lennox International Inc 4.1% Trimmed −4%AVDS American Centy ETF Tr 2.7% Added +3%
VOO Vanguard Index FDS 2.5% New
AMZN Amazon.com Inc 2.4% Trimmed −2%SPY SPDR S&P 500 ETF Trust 2.3% HeldNVDA NVIDIA Corp 2.1% Trimmed −10%GOOG Alphabet Inc. 1.9% Added +6999%BRK-B Berkshire Hathaway Inc 1.9% Added +5%VEA Vanguard Tax-Managed FDS 1.8% Added +8%
What changed
Biggest moves since Jun 30, 2026
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