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55 North Private Wealth, LLC

Q4 2025 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    195

  • Value ($000)

    $379,514

  • Date Filed
    01/27/2026
  • Form type
    13F-HR
  • CIK
    0002106457
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$75.3M
20 %

1,608,993

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$41.51M
11 %

865,677

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$25.76M
7 %

516,915

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$25.14M
7 %

305,441

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$24.49M
7 %

464,120

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$10.76M
3 %

217,623

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$7.15M
2 %

218,307

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$7.07M
2 %

91,855

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.04M
2 %

14,431

M
MSFT

MICROSOFT CORP

COM
594918104
$6.69M
2 %

13,829

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