55 North Private Wealth, LLC
•CIK: 2106457•Filing: Q4 2025
**55 North Private Wealth, LLC** manages $380M across a diversified portfolio of 195 positions. The fund exhibits a notable concentration in thematic and sector-specific investments, highlighted by the top holdings in DFAU ($75.3M) and DFSD ($41.5M). Further significant allocations include VUSB ($25.8M) and AVDE ($25.1M), suggesting a focus on targeted growth areas. This positioning indicates a sophisticated, actively managed approach within its current mandate.
Total AUM
$379.5M
QoQ Performance
N/A
Positions
153
Top 10 Concentration
60.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFSD
VUSB
AVDE
BINC
DFAU19.8%
DFSD10.9%
VUSB6.8%
AVDE6.6%
BINC6.5%
VTIP2.8%
DFAX1.9%
AVEM1.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other81.7%
Technology8.1%
Financial3.6%
Consumer2.5%
Healthcare1.4%
ETF0.8%
Industrial0.7%
Energy0.4%