55 North Private Wealth, LLC New Holdings in Q4 2025

55 North Private Wealth, LLC

  • $380 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
1.61M
New
$44.77 - $47.01 $72M - $75.6M
1.61M $75.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
866K
New
$48.17 - $48.5 $41.7M - $42M
866K $41.5B
VUSB
Vanguard Bd Index Fds
517K
New
N/A
517K $25.8B
AVDE
American Centy ETF Tr Avantis

ETFs
305K
New
$77.65 - $81.2 $23.7M - $24.8M
305K $25.1B
Blackrock ETF Trust Ii
464K
New
N/A
464K $24.5B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
218K
New
$49.98 - $50.22 $10.9M - $10.9M
218K $10.8B
DFAX
Dimensional ETF Tr
218K
New
$30.71 - $32.34 $6.7M - $7.06M
218K $7.15B
AVEM
American Centy ETF Tr Avantis

ETFs
91.9K
New
$73.09 - $78.36 $6.71M - $7.2M
91.9K $7.07B
VUG
Vanguard Growth ETF

ETFs
14.4K
New
$470.44 - $504.26 $6.79M - $7.28M
14.4K $7.04B
MSFT
Microsoft Corp

Technology
13.8K
New
$496.82 - $542.07 $6.87M - $7.5M
13.8K $6.69B
VTI
Vanguard Total Stock Market Et

ETFs
17.6K
New
$321.8 - $337.95 $5.66M - $5.95M
17.6K $5.9B
AAPL
Apple Inc.

Technology
20.6K
New
$245.27 - $275.25 $5.05M - $5.67M
20.6K $5.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.97K
New
$475.68 - $513.11 $4.74M - $5.12M
9.97K $5.01B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
103K
New
$47.98 - $48.33 $4.95M - $4.98M
103K $4.97B
Dimensional ETF Trust
79.9K
New
N/A
79.9K $4.32B
MEAR
Blackrock Short Maturity Munic

ETFs
80.8K
New
$50.31 - $50.47 $4.07M - $4.08M
80.8K $4.07B
Vanguard Malvern Fds
49.3K
New
N/A
49.3K $3.84B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
78.7K
New
$43.57 - $45.71 $3.43M - $3.6M
78.7K $3.67B
AMZN
Amazon Com Inc

Consumer Cyclical
14.3K
New
$213.04 - $254.0 $3.05M - $3.63M
14.3K $3.3B
VBR
Vanguard Small Cap Value ETF

ETFs
13.9K
New
$201.42 - $211.15 $2.79M - $2.93M
13.9K $2.93B
DFAI
Dimensional ETF Tr

ETFs
74.3K
New
$35.82 - $37.52 $2.66M - $2.79M
74.3K $2.83B
DFIC
Dimensional ETF Tr Dimensional

ETFs
80.7K
New
$32.24 - $33.72 $2.6M - $2.72M
80.7K $2.78B
DFAE
Dimensional ETF Tr

ETFs
75.8K
New
$30.74 - $33.05 $2.33M - $2.5M
75.8K $2.47B
AVGO
Broadcom Inc.

Technology
6.92K
New
$324.63 - $385.98 $2.25M - $2.67M
6.92K $2.39B
GOOGL
Alphabet Inc.

Communication Services
7.53K
New
$236.57 - $291.31 $1.78M - $2.19M
7.53K $2.36B
META
Meta Platforms, Inc.

Communication Services
3.45K
New
$609.01 - $751.67 $2.1M - $2.59M
3.45K $2.27B
BAC
Bank Of America Corp

Financial Services
39.7K
New
$48.65 - $54.11 $1.93M - $2.15M
39.7K $2.18B
AVUV
American Centy ETF Tr Avantis

ETFs
20.4K
New
$95.19 - $100.66 $1.95M - $2.06M
20.4K $2.08B
VTV
Vanguard Value ETF

ETFs
10.9K
New
$182.87 - $189.72 $1.99M - $2.07M
10.9K $2.08B
AVDV
American Centy ETF Tr Avantis

ETFs
21K
New
$87.37 - $90.92 $1.84M - $1.91M
21K $1.98B
JPM
Jpmorgan Chase & CO

Financial Services
5.78K
New
$294.11 - $320.41 $1.7M - $1.85M
5.78K $1.86B
GOOG
Alphabet Inc.

Communication Services
5.65K
New
$237.49 - $291.74 $1.34M - $1.65M
5.65K $1.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
New
$600.51 - $631.95 $1.7M - $1.78M
2.82K $1.77B
REET
Ishares Global Reit ETF

ETFs
65.4K
New
$24.8 - $26.02 $1.62M - $1.7M
65.4K $1.63B
TSLA
Tesla, Inc.

Consumer Cyclical
3.62K
New
$401.99 - $468.37 $1.46M - $1.7M
3.62K $1.63B
DFAT
Dimensional ETF Tr U S Target

ETFs
24.3K
New
$55.75 - $58.83 $1.36M - $1.43M
24.3K $1.45B
WMT
Walmart Inc.

Consumer Defensive
11.5K
New
$101.18 - $109.03 $1.16M - $1.25M
11.5K $1.28B
XOM
Exxon Mobil Corp

Energy
10.5K
New
$110.64 - $119.78 $1.16M - $1.26M
10.5K $1.26B
GLD
Spdr Gold Trust

ETFs
2.85K
New
$354.79 - $403.15 $1.01M - $1.15M
2.85K $1.13B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.39K
New
$142.79 - $150.05 $1.06M - $1.11M
7.39K $1.1B
LLY
Eli Lilly & CO

Healthcare
970
New
$799.57 - $1025.28 $776K - $995K
970 $1.04B
Ea Series Trust
8.92K
New
N/A
8.92K $1.03B
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
New
$92.24 - $96.56 $970K - $1.02M
10.5K $1.01B
COST
Costco Wholesale Corp

Consumer Defensive
1.17K
New
$910.94 - $954.99 $1.06M - $1.12M
1.17K $1.01B
VDE
Vanguard Energy ETF

ETFs
8K
New
$120.37 - $129.34 $963K - $1.03M
8K $1.01B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.7K
New
$52.54 - $55.77 $931K - $988K
17.7K $953M
VEA
Vanguard Ftse Developed Market

ETFs
14.3K
New
$59.18 - $62.09 $844K - $886K
14.3K $891M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.4K
New
$589.5 - $635.77 $828K - $893K
1.4K $862M
CAT
Caterpillar Inc

Industrials
1.37K
New
$480.82 - $585.49 $657K - $800K
1.37K $783M
Activity Summary
Buys All Purchases 195 New Holdings 195 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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