55 North Private Wealth, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    winter park, FL
  • CIK
    0002106457
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

195

$379.51M
DFAU, DFSD, VUSB, AVDE
13F-HR
Jan 27, 2026
000206336426000035