North Capital, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was signed by Joseph Anderson, the Chief Compliance Officer for the firm, which is headquartered at 623 East Fort Union Blvd in Salt Lake City, Utah.
The report details a portfolio consisting of 96 separate equity securities. The largest position disclosed is in Apple Inc., where the firm holds 15,918 shares. Other notable holdings include Dimensional ETF Trust’s US Core Equity Market fund, which contains 321,724 shares, and Dimensional ETF Trust’s International Core Equity Market fund, which holds 162,556 shares.
The portfolio is heavily diversified across various sectors and asset classes. Significant holdings include shares in Broadcom Inc., Microsoft Corporation, NVIDIA Corporation, and Taiwan Semiconductor Manufacturing Co. The filing also lists substantial positions in exchange-traded funds, including the Vanguard S&P 500 ETF, the Vanguard Total International Stock Index Fund, and the iShares Gold Trust.
North Capital’s holdings include a mix of large-cap U.S. stocks, international equities, and fixed income ETFs. Specific individual stock positions include shares in JPMorgan Chase & Co., UnitedHealth Group Inc., Visa Inc., and Eli Lilly & Co. The filing indicates that these positions were held in a Sole voting capacity.
