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Jim Cullen

55 North Private Wealth, Llc

Assets Managed
$508.231M
Holdings
304
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
30.12%(2Q avg: 16.52%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in 55 North Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 304 positions.

Assets under management

The assets under management (AUM) of 55 North Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 508.231M in assets, with a quarterly growth rate of 30.12% and a 2-quarter average growth rate of 16.52%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 6.95%
18.28%
$92.882M
1.797M shares@ $51.69 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 22.12%
10.09%
$51.272M
1.074M shares@ $47.75 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 22.73%
6.34%
$32.197M
646,795 shares@ $49.79 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 22.47%
6.08%
$30.869M
589,784 shares@ $52.34 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 11.87%
5.74%
$29.135M
326,631 shares@ $89.2 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 12.22%
2.65%
$13.457M
267,911 shares@ $50.23 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 18.86%
2.5%
$12.701M
131,634 shares@ $96.5 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 78.36%
2.02%
$10.233M
211,718 shares@ $48.34 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 98.73%
1.89%
$9.568M
189,921 shares@ $50.39 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 16%
1.66%
$8.436M
228,994 shares@ $36.84 avg price

1-10 of 304