1 North Wealth Services LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.2B, Spdr Gold Trust with a value of $15.4B, J P Morgan Exchange Traded Fd with a value of $15.1B, Janus Detroit Str Tr Janus Hen with a value of $14.8B, and Ssga Active ETF Tr Spdr Doblel with a value of $14.1B.
Examining the 13F form we can see an decrease of $7.87B in the current position value, from $252B to 244B.
1 North Wealth Services LLC is based out at Annapolis, MD
Below you can find more details about 1 North Wealth Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Billion
ETFs: $209 Billion
Technology: $17.2 Billion
Healthcare: $3.51 Billion
Industrials: $2.52 Billion
Consumer Cyclical: $2.33 Billion
Financial Services: $2.06 Billion
Communication Services: $2.04 Billion
Consumer Defensive: $1.04 Billion
Other: $1.48 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
