North Capital, Inc.

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q2 2026
Holdings value ($000)
132,376
Description
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Website
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Founded
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Chairman
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CEO
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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 7/14/2026 102 132,376 13F-HR North Capital, Inc.
Q1 2026 4/30/2026 93 118,051 13F-HR North Capital, Inc.
Q4 2025 2/18/2026 89 116,037 13F-HR/A - RESTATEMENT North Capital, Inc.
Q4 2025 2/18/2026 16 72,944 13F-HR North Capital, Inc.
Q3 2025 10/9/2025 730 129,262 13F-HR North Capital, Inc.
Q2 2025 8/6/2025 612 115,931 13F-HR North Capital, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 36.66 K 27.7% 6.765 K 0 6.765 K
ETFs 95.73 K 72.3% 7.569 K 0 7.569 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
132,376
Holdings
102
QoQ value change ($000)
14,325 (12.1%)
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.