account_balance
Investment manager · 13F filer · SEC CIK 2106457
55 North Private Wealth, LLC
Reported value$532Mas of Sep 30, 2026
Positions313 46 new, 37 sold out
Top 10 weight55.8%DFAU alone is 18%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
18.0%
DFSDDimensional ETF Trust
9.5%
VUSBVanguard Bd Index FDS
6.1%
AVDEAmerican Centy ETF Tr
5.9%Added +7%
BINCBlackRock ETF Trust II
5.7%
VTIPVanguard Malvern FDS
2.7%Added +8%
AVEMAmerican Centy ETF Tr
2.6%Added +11%
DFNMDimensional ETF Trust
1.8%
AAPLApple Inc.
1.8%+8%
MEARiShares U S ETF Tr
1.7%
NVDANVIDIA Corp
1.7%+3%
DFAXDimensional ETF Trust
1.6%
DFAUDimensional ETF Trust
18.0%
DFSDDimensional ETF Trust
9.5%
VUSBVanguard Bd Index FDS
6.1%
AVDEAmerican Centy ETF Tr
5.9%+7%
BINCBlackRock ETF Trust II
5.7%
VTIP
AVEM2.6%
DFNM1.8%
AAPLMEAR
NVDADFAX
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
DFAU Dimensional ETF Trust 18.0% Held
DFSD Dimensional ETF Trust 9.5% Held
VUSB Vanguard Bd Index FDS 6.1% Held
AVDE American Centy ETF Tr 5.9% Added +7%
BINC BlackRock ETF Trust II 5.7% Held
VTIP Vanguard Malvern FDS 2.7% Added +8%
AVEM American Centy ETF Tr 2.6% Added +11%
DFNM Dimensional ETF Trust 1.8% Held
AAPL Apple Inc. 1.8% Added +8%MEAR iShares U S ETF Tr 1.7% Trimmed −3%
NVDA NVIDIA Corp 1.7% Added +3%DFAX Dimensional ETF Trust 1.6% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.