1 North Wealth Services LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 274 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $16.2B, J P Morgan Exchange Traded Fd with a value of $15B, Janus Detroit Str Tr Janus Hen with a value of $14.8B, Ssga Active ETF Tr Spdr Doblel with a value of $14.1B, and Spdr Gold Trust with a value of $13.2B.
Examining the 13F form we can see an increase of $35.9B in the current position value, from $216B to 252B.
1 North Wealth Services LLC is based out at Annapolis, MD
Below you can find more details about 1 North Wealth Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$252 Billion
ETFs: $220 Billion
Technology: $14.4 Billion
Healthcare: $3.53 Billion
Consumer Cyclical: $2.11 Billion
Industrials: $2.09 Billion
Consumer Defensive: $2.09 Billion
Financial Services: $1.9 Billion
Communication Services: $1.72 Billion
Other: $1.48 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
