Long-term investor
1 North Wealth Services LLC @1northwealthservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001641761).
Record
- Tracked since 2025-06-30 (441 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JEPI · 5.7% · long · since 2025-06-30
- JAAA · 5.6% · long · since 2025-06-30
- VCIT · 5.3% · long · since 2025-06-30
- TOTL · 4.9% · long · since 2025-06-30
- PULS · 4.6% · long · since 2025-06-30
- EMB · 4.6% · long · since 2025-06-30
- BINC · 4.6% · long · since 2025-12-31
- IJH · 3.8% · long · since 2025-06-30
- EMXC · 3.6% · long · since 2025-06-30
- GLD · 3.5% · long · since 2025-06-30
- GCOW · 3.2% · long · since 2025-06-30
- 46090E103 · 3.1% · long · since 2025-06-30