55 North Private Wealth, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 508,231
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/7/2026 | 304 | 508,231 | 13F-HR | 55 North Private Wealth, LLC |
| Q1 2026 | 4/17/2026 | 210 | 390,599 | 13F-HR | 55 North Private Wealth, LLC |
| Q4 2025 | 1/27/2026 | 195 | 379,514 | 13F-HR | 55 North Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.9 K | 27.1% | 54.37 K | 0 | 54.37 K |
| ETFs | 370.3 K | 72.9% | 63.6 K | 0 | 63.6 K |
| Debt | 0 | 0.0% | 0 | 337 | -337 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
508,231
Holdings
304
QoQ value change ($000)
117,632
(30.1%)
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.