§ 13F · FUND PROFILE
55 North Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 195Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$379.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.61M | $75.3T | 19.8% | NEW |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 866K | $41.5T | 10.9% | NEW |
| 3 | VUSB | VANGUARD BD INDEX FDS | 517K | $25.8T | 6.8% | NEW |
| 4 | AVDE | AMERICAN CENTY ETF TR | 305K | $25.1T | 6.6% | NEW |
| 5 | BINC | BLACKROCK ETF TRUST II | 464K | $24.5T | 6.5% | NEW |
| 6 | VTIP | VANGUARD MALVERN FDS | 218K | $10.8T | 2.8% | NEW |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 218K | $7.1T | 1.9% | NEW |
| 8 | AVEM | AMERICAN CENTY ETF TR | 92K | $7.1T | 1.9% | NEW |
| 9 | VUG | VANGUARD INDEX FDS | 14K | $7.0T | 1.9% | NEW |
| 10 | MSFT | MICROSOFT CORP | 14K | $6.7T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 55 SIGNAL
AC read
55 North Private Wealth, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed