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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $252 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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