DOSSIER · 13F-HR · Q2 2026

55 North Private Wealth, LLC

$508M in tracked AUM across 304 positions as of Q2 2026.

5N
CIK 0002106457 · last filed Jun 30, 2026
Total AUM
$508M
as of Q2 2026
Holdings
304
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

55 North Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$93M1.8M18.3%
02
DFSD
DIMENSIONAL ETF TRUST
$51M1.1M10.1%
03
VUSB
VANGUARD BD INDEX FDS
$32M647K6.3%
04
BINC
BLACKROCK ETF TRUST II
$31M590K6.1%
05
AVDE
AMERICAN CENTY ETF TR
$29M327K5.7%
06
VTIP
VANGUARD MALVERN FDS
$13M268K2.6%
07
AVEM
AMERICAN CENTY ETF TR
$13M132K2.5%
08
DFNM
DIMENSIONAL ETF TRUST
$10M212K2.0%
09
MEAR
ISHARES U S ETF TR
$10M190K1.9%
10
DFAX
DIMENSIONAL ETF TRUST
$8M229K1.7%

Filing history

2026Q2Jun 30
$508M 30.1%
304 positionsView →
2026Q1Mar 31
$391M 2.9%
210 positionsView →
2025Q4Dec 31
$380M
195 positionsView →