CIK 1641761
1 NORTH WEALTH SERVICES LLC
Institutional 13F holdings & portfolio
Holdings
279
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 279
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 940 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 593 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 314 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 800 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 906 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 541 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 2K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 357 | $100K–$500K | SH |
| WMT | WALMART INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| IXN | ISHARES TR | 1K | $100K–$500K | SH |
| IUSG | ISHARES TR | 650 | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 670 | $100K–$500K | SH |
| LIN | LINDE PLC | 233 | $50K–$100K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 221 | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 156 | $50K–$100K | SH |
| IUSV | ISHARES TR | 900 | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP | 500 | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP | 1K | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 150 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 434 | $50K–$100K | SH |
| AOM | ISHARES TR | 1K | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 474 | $50K–$100K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 98 | $50K–$100K | SH |
| MPLX | MPLX LP | 1K | $50K–$100K | SH |
| CW | CURTISS WRIGHT CORP | 100 | $50K–$100K | SH |
| DKNG | DRAFTKINGS INC NEW | 1K | $50K–$100K | SH |
| MKC | MCCORMICK & CO INC | 750 | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 138 | $50K–$100K | SH |
| IWM | ISHARES TR | 205 | $50K–$100K | SH |
| AOK | ISHARES TR | 1K | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 2K | $15K–$50K | SH |
| ITA | ISHARES TR | 206 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 351 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW | 1K | $15K–$50K | SH |
| PKG | PACKAGING CORP AMER | 200 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED | 70 | $15K–$50K | SH |
| V | VISA INC | 109 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 140 | $15K–$50K | SH |