1 North Wealth Services LLC - Q12026 Holdings

1 North Wealth Services LLC holds 268 stocks with a total portfolio value of $ 276.92M as of Q12026. In Q12026, 1 North Wealth Services LLC added 14 new positions, increased stakes in 40 stocks, reduced 48 holdings, and fully exited 24 positions. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 5.88% of the total portfolio.