1 NORTH WEALTH SERVICES LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 284,201
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 279 | 284,201 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q3 2025 | 11/13/2025 | 257 | 244,137 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
| Q2 2025 | 7/23/2025 | 274 | 252,002 | 13F-HR | 1 NORTH WEALTH SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 208.6 K | 73.4% | 29.88 K | 0 | 29.88 K |
| ETFs | 61.16 K | 21.5% | 9.713 K | 0 | 9.713 K |
| Debt | 1.421 K | 0.5% | 93 | 0 | 93 |
| Other | 13.02 K | 4.6% | 381 | 0 | 381 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
284,201
Holdings
279
QoQ value change ($000)
40,064
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.