DOSSIER · 13F-HR · Q3 2026

55 North Private Wealth, LLC

$532M in tracked AUM across 313 positions as of Q3 2026.

5N
CIK 0002106457 · last filed Sep 30, 2026
Total AUM
$532M
as of Q3 2026
Holdings
313
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

55 North Private Wealth, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$96M1.8M18.0%
02
DFSD
DIMENSIONAL ETF TRUST
$51M1.1M9.5%
03
VUSB
VANGUARD BD INDEX FDS
$32M655K6.1%
04
AVDE
AMERICAN CENTY ETF TR
$32M351K5.9%
05
BINC
BLACKROCK ETF TRUST II
$31M601K5.7%
06
VTIP
VANGUARD MALVERN FDS
$14M288K2.7%
07
AVEM
AMERICAN CENTY ETF TR
$14M146K2.6%
08
DFNM
DIMENSIONAL ETF TRUST
$10M208K1.8%
09
AAPL
APPLE INC
$9M28K1.8%
10
MEAR
ISHARES U S ETF TR
$9M184K1.7%

Filing history

2026Q3Sep 30
$532M▲ 4.8%
313 positionsView →
2026Q2Jun 30
$508M▲ 30.1%
304 positionsView →
2026Q1Mar 31
$391M▲ 2.9%
210 positionsView →
2025Q4Dec 31
$380M—
195 positionsView →