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Filers›Family Office›1 NORTH WEALTH SERVICES LLC
DOSSIER · 13F-HR · Q1 2026

1 NORTH WEALTH SERVICES LLC

1 NORTH WEALTH SERVICES's family office based in Omaha, NE — $277M in tracked AUM across 270 positions as of Q1 2026.

1N
1 NORTH WEALTH SERVICES·Omaha, NE·Family Office
CIK 0001641761 · last filed Mar 31, 2026
Total AUM
$277M
▼ 3.5%
vs prior
Holdings
270
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

1 NORTH WEALTH SERVICES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JEPI
J P MORGAN EXCHANGE TRADED F
$16M287K5.9%
02
JAAA
JANUS DETROIT STR TR
$16M310K5.6%
03
VCIT
VANGUARD SCOTTSDALE FDS
$15M186K5.6%
04
TOTL
SSGA ACTIVE ETF TR
$14M354K5.1%
05
PULS
PGIM ETF TR
$14M279K5.0%
06
EMB
ISHARES TR
$13M135K4.6%
07
GLD
SPDR GOLD TR
$12M29K4.5%
08
BINC
BLACKROCK ETF TRUST II
$12M238K4.5%
09
GCOW
PACER FDS TR
$10M224K3.7%
10
IJH
ISHARES TR
$10M151K3.7%

Filing history

Filing history loading…
AI Agent · grounded in 1
haiku-4-5 · 270 positions indexed
Sector mix
  • Financials16%
  • Cons. Disc.4%
  • Communications42%
  • Industrials7%
  • Energy23%
  • Other8%
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