13F Filings History of 1 NORTH WEALTH SERVICES LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$244,136,555
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 $244,136,555 as of Q3 2025. Top holdings included VCIT, GLD, JEPI, JAAA, and TOTL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 257 $244,136,555 +$2,522,362 -$23,122,361 -$20,599,999 VCIT, GLD, JEPI, JAAA, TOTL 13F-HR 13 Nov 2025, 09:20
Q2 2025 268 $252,002,096 +$38,838,741 -$13,577,429 +$25,261,312 VCIT, JEPI, JAAA, TOTL, GLD 13F-HR 23 Jul 2025, 11:43
Q1 2025 269 $216,068,118 +$40,330,584 -$57,804,677 -$17,474,093 VCIT, JEPI, JAAA, TOTL, PULS 13F-HR 15 May 2025, 16:00
Q4 2024 59 $236,069,806 $0 $0 $0 VCIT, JEPI, TOTL, MINT, EMB 13F-HR 12 Feb 2025, 10:35
Q4 2019 361 $161,773,000 +$10,323,536 -$1,872,982 +$8,450,554 TLT, XLU, FLOT, TIP, IEF 13F-HR 14 Feb 2020, 14:46
Q3 2019 328 $149,516,000 +$13,570,343 -$11,648,099 +$1,922,244 TLT, TIP, XLU, FLOT, IEF 13F-HR 28 Oct 2019, 13:07
Q1 2019 316 $141,845,000 +$23,279,197 -$10,937,441 +$12,341,756 TLT, TIP, FLOT, XLU, FTSL 13F-HR 08 May 2019, 09:12
Q4 2018 294 $119,747,000 $0 $0 $0 TIP, FLOT, TLT, XLU, FTSL 13F-HR 06 Feb 2019, 10:39