SEC Form 13F

55 North Private Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-08
Reported value$508,231,220
Positions304

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$92,882,1021,796,907
DIMENSIONAL ETF TRUSTDFSDSHORT DURATION F$51,271,5101,073,749
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$32,197,472646,795
BLACKROCK ETF TRUST IIBINCISHARES FLEXIBLE$30,869,287589,784
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$29,135,443326,631
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$13,457,158267,911
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$12,701,365131,634
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$10,233,366211,718
ISHARES U S ETF TRMEARSHORT MATURITY M$9,568,231189,921
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$8,436,124228,994

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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