1 North Wealth Services Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$244M
Signature - Title
John Milchling - Trader
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by 1 North Wealth Services Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 1 North Wealth Services Llc reported 257 stock holdings with total value $244M as of Q3 2025. Top holdings included VCIT, GLD, JEPI, JAAA, and TOTL.

Notify me when 1 North Wealth Services Llc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 257 $244M +$2.52M -$23.1M -$20.6M VCIT, GLD, JEPI, JAAA, TOTL 13F-HR 11/13/2025, 09:20 AM
Q2 2025 268 $252M +$38.8M -$13.6M +$25.3M VCIT, JEPI, JAAA, TOTL, GLD 13F-HR 7/23/2025, 11:43 AM
Q1 2025 269 $216M +$40.3M -$57.8M -$17.5M VCIT, JEPI, JAAA, TOTL, PULS 13F-HR 5/15/2025, 04:00 PM
Q4 2024 59 $236M $0 $0 VCIT, JEPI, TOTL, MINT, EMB 13F-HR 2/12/2025, 10:35 AM
Q4 2019 361 $162M +$10.3M -$1.87M +$8.45M TLT, XLU, FLOT, TIP, IEF 13F-HR 2/14/2020, 02:46 PM
Q3 2019 328 $150M +$13.6M -$11.6M +$1.92M TLT, TIP, XLU, FLOT, IEF 13F-HR 10/28/2019, 01:07 PM
Q1 2019 316 $142M +$23.3M -$10.9M +$12.3M TLT, TIP, FLOT, XLU, FTSL 13F-HR 5/8/2019, 09:12 AM
Q4 2018 294 $120M $0 $0 TIP, FLOT, TLT, XLU, FTSL 13F-HR 2/6/2019, 10:39 AM