55 North Private Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 20, 2026, lists a total of 313 securities held by the firm.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and financial services companies. The largest holding listed is NVIDIA Corporation, for which the firm holds 8,967,620 shares. Other significant positions include Microsoft Corporation (7,338,190 shares), Apple Inc. (9,440,207 shares), and Amazon.com Inc. (4,486,066 shares). The filing also lists substantial stakes in Berkshire Hathaway Inc. Class B, Eli Lilly & Co., and Visa Inc.
Alongside individual equities, the report includes significant allocations to exchange-traded funds (ETFs). The firm holds shares in the Dimensional ETF Trust series, which includes funds focused on international core equity, global core plus, and emerging markets core equity. Additionally, the filing lists holdings in the iShares Bitcoin Trust and iShares Ethereum Trust, indicating exposure to cryptocurrency assets.
The filing agent for the report is Jim Cullen, located in East Providence, Rhode Island.
