1 North Wealth Services LLC - Q22026 Holdings

1 North Wealth Services LLC holds 308 stocks with a total portfolio value of $ 305.88M as of Q22026. In Q22026, 1 North Wealth Services LLC added 42 new positions, increased stakes in 61 stocks, reduced 30 holdings, and fully exited 2 positions. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 5.66% of the total portfolio.