1 NORTH WEALTH SERVICES LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 305,882
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 309 | 305,882 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q1 2026 | 5/4/2026 | 270 | 276,917 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q4 2025 | 2/13/2026 | 279 | 284,201 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q3 2025 | 11/13/2025 | 257 | 244,137 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q2 2025 | 7/23/2025 | 274 | 252,002 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.34 K | 19.7% | 6.411 K | 0 | 6.411 K |
| ETFs | 243.9 K | 79.7% | 22.38 K | 0 | 22.38 K |
| Debt | 1.644 K | 0.5% | 174 | 0 | 174 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
305,882
Holdings
309
QoQ value change ($000)
28,965
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.