Institutional Fund
55 North Private Wealth, LLC
Winter Park, FLCIK 21064572 filings on record
Portfolio Value
$390.60M
Q1 2026
Holdings
210
Reported positions
New Buys
33
Opened this quarter
QoQ Change
+2.9%
from $379.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust19.4%
- Dimensional ETF Trust10.8%
- Vanguard Bd Index Fds6.7%
- Blackrock ETF Trust II6.4%
- American Centy ETF Tr6.3%
- Vanguard Malvern Fds3.1%
- Other47.3%
Portfolio Holdings
210 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.68M | $75.81M | 19.4% | +71.2K | Added |
| 2 | Dimensional ETF Trust | 879.3K | $42.10M | 10.8% | +13.7K | Added |
| 3 | Vanguard Bd Index Fds | 527.0K | $26.24M | 6.7% | +10.1K | Added |
| 4 | Blackrock ETF Trust II | 481.6K | $25.01M | 6.4% | +17.5K | Added |
| 5 | American Centy ETF Tr | 292.0K | $24.77M | 6.3% | −13.4K | Reduced |
| 6 | Vanguard Malvern Fds | 238.8K | $11.93M | 3.1% | +21.1K | Added |
| 7 | American Centy ETF Tr | 110.8K | $8.92M | 2.3% | +18.9K | Added |
| 8 | Dimensional ETF Trust | 197.4K | $6.71M | 1.7% | −20.9K | Reduced |
| 9 | Vanguard Index Fds | 14.1K | $6.16M | 1.6% | −330 | Reduced |
| 10 | Nvidia Corporation | 33.2K | $5.79M | 1.5% | +1.5K | Added |
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