Question 1

What stocks does 55 NORTH PRIVATE WEALTH LLC hold in its portfolio?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's top stock holdings include DFAU, NVDA, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are 55 NORTH PRIVATE WEALTH LLC's largest stock holdings?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's largest stock holdings as of their last filing include DFAU (valued at approximately $92.9 million), NVDA (valued at approximately $7.6 million), AAPL (valued at approximately $7.6 million), DFSD (valued at approximately $51.3 million), BRKB (valued at approximately $4.8 million).

Question 3

When was 55 NORTH PRIVATE WEALTH LLC's last SEC filing?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has 55 NORTH PRIVATE WEALTH LLC recently bought or sold?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has 55 NORTH PRIVATE WEALTH LLC reported?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does 55 NORTH PRIVATE WEALTH LLC invest in?

Accepted Answer

55 NORTH PRIVATE WEALTH LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.