Managers / Q4 2025 · view latest →
55 North Private Wealth, LLC
CIK 0002106457 · 268 WEST NEW ENGLAND AVENUE, WINTER PARK, FL, 32789 · 407-960-4769
Reported Value
$380M
Q4 2025
Positions
195
Filings on Record
3
2019–present window
Filed
Jan 27, 2026
original filing
Summary
55 North Private Wealth, Llc reported $380M in U.S.-listed holdings across 195 positions for Q4 2025.
Its largest position, DFAU, represents 19.8% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.