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1 NORTH WEALTH SERVICES LLC 13F portfolio summary

1 NORTH WEALTH SERVICES LLC of 1 NORTH WEALTH SERVICES LLC has 269 current stock holdings with a reported portfolio value of $276.9M. The portfolio 1 year return is +12.33%. Top holdings include ELME (0.00%), CW (0.00%), CALF (0.00%), BGRN (0.00%), GRNB (0.00%).

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1 NORTH WEALTH SERVICES LLC

1 NORTH WEALTH SERVICES LLC
Latest filing: 2026-03-31

1 NORTH WEALTH SERVICES LLC runs 1 NORTH WEALTH SERVICES LLC and currently holds 269 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $276.92M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. 1 NORTH WEALTH SERVICES LLC ranks #963 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, 1 NORTH WEALTH SERVICES LLC's portfolio at 1 NORTH WEALTH SERVICES LLC has delivered returns of +12.33%. Their 3-year annualized return is +11.13%. Looking at the 5-year horizon, 1 NORTH WEALTH SERVICES LLC has achieved +11.13% annualized returns at 1 NORTH WEALTH SERVICES LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.33%
#925/1000
3 Year
+11.13%
#963/1000
5 Year
+11.13%
#958/1000

Portfolio Value

$276.92M

Alpha Score

10.3

#963 of 1000

Holdings

269

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change