Long-term investor
55 North Private Wealth, LLC @55northprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106457).
Record
- Tracked since 2025-12-31 (257 days), 126 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 18.3% · long · since 2025-12-31
- DFSD · 10.1% · long · since 2025-12-31
- VUSB · 6.3% · long · since 2025-12-31
- BINC · 6.1% · long · since 2025-12-31
- AVDE · 5.7% · long · since 2025-12-31
- VTIP · 2.6% · long · since 2025-12-31
- AVEM · 2.5% · long · since 2025-12-31
- DFNM · 2.0% · long · since 2025-12-31
- MEAR · 1.9% · long · since 2025-12-31
- DFAX · 1.7% · long · since 2025-12-31
- NVDA · 1.5% · long · since 2025-12-31
- AAPL · 1.5% · long · since 2025-12-31