1 NORTH WEALTH SERVICES LLC

Q4 2025 13F Holdings

  • Location
    annapolis, MD
  • Num holdings

    279

  • Value ($000)

    $284,201

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001641761
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$16.27M
6 %

284,292

VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$15.92M
6 %

190,081

JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$15.53M
6 %

307,123

TOTL

SSGA ACTIVE ETF TR

STATE STREET DOU
$14.16M
5 %

351,883

EMB

ISHARES TR

JPMORGAN USD EMG
$13.02M
5 %

135,214

PULS

PGIM ETF TR

PGIM ULTRA SH BD
$12.89M
5 %

260,032

BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$12.38M
4 %

234,598

GQ9

SPDR GOLD TR

GOLD SHS
$11.52M
4 %

29,079

IJH

ISHARES TR

CORE S&P MCP ETF
$10.2M
4 %

154,561

GCOW

PACER FDS TR

GLOBL CASH ETF
$9.41M
3 %

228,226

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