CIK 2065938
North Capital, Inc.
Institutional 13F holdings & portfolio
Holdings
105
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 105
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| TSLA | TESLA INC | 900 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 7K | $100K–$500K | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 13K | $100K–$500K | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 13K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 6K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 785 | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 961 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 470 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 230 | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| FLSW | FRANKLIN TEMPLETON ETF TR | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 18K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 18K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |