55 North Private Wealth, LLC
55 North Private Wealth, LLC reported 304 positions worth $508.2M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: DFAU (18.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $92.9M | 18.28% | 1,796,907 | — | — | |
| ▸ 2 | DFSD | SH | $51.3M | 10.09% | 1,073,749 | — | — | |
| ▸ 3 | VUSB | SH | $32.2M | 6.33% | 646,795 | — | — | |
| ▸ 4 | BINC | SH | $30.9M | 6.07% | 589,784 | — | — | |
| ▸ 5 | AVDE | SH | $29.1M | 5.73% | 326,631 | — | — | |
| ▸ 6 | VTIP | SH | $13.5M | 2.65% | 267,911 | — | — | |
| ▸ 7 | AVEM | SH | $12.7M | 2.50% | 131,634 | — | — | |
| ▸ 8 | DFNM | SH | $10.2M | 2.01% | 211,718 | — | — | |
| ▸ 9 | MEAR | SH | $9.6M | 1.88% | 189,921 | — | — | |
| ▸ 10 | DFAX | SH | $8.4M | 1.66% | 228,994 | — | — |
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Frequently Asked Questions
What stocks does 55 North Private Wealth, LLC hold as of Q2 2026?
55 North Private Wealth, LLC reported 304 positions worth $508.2M in its Q2 2026 13F filing. Largest positions: DFAU (18.3%), DFSD (10.1%), VUSB (6.3%), BINC (6.1%) and AVDE (5.7%).
What did 55 North Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 55 North Private Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.