Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North Capital, Inc. (CIK 2065938) reported $118.1M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($33.9M, 28.74%), DFAU ($13.7M, 11.63%), DFAI ($6.4M, 5.41%), DFAE ($5.0M, 4.21%), AAPL ($4.3M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF | $33.9M | 28.74% | 370,284 | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST US CORE EQT MKT | $13.7M | 11.63% | 304,416 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST INTL CORE EQT MK | $6.4M | 5.41% | 164,060 | Added |
| 4 | DFAE | DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | $5.0M | 4.21% | 146,685 | Added |
| 5 | AAPL | APPLE INC | $4.3M | 3.61% | 16,775 | Added |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $4.2M | 3.57% | 6,477 | Added |
| 7 | VGSH | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | $2.8M | 2.39% | 48,234 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR UNIT SER 1 | $2.7M | 2.26% | 4,621 | Added |
| 9 | VGUS | VANGUARD ULTRA-SHORTTREASURY ETF | $2.1M | 1.80% | 28,057 | Added |
| 10 | AMUB | UBS ETRACS ALERIAN MLP INDEX ETN SERIES B | $1.9M | 1.62% | 88,130 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $1.7M | 1.46% | 3,607 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $1.7M | 1.44% | 5,905 | Hold |
| 13 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $1.7M | 1.40% | 21,509 | Added |
| 14 | AMZN | AMAZON.COM INC | $1.5M | 1.24% | 7,037 | Trimmed |
| 15 | META | META PLATFORMS INC CLASS A COMMON STOCK | $1.4M | 1.16% | 2,399 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.3M | 1.10% | 3,499 | Added |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $1.3M | 1.07% | 4,394 | Trimmed |
| 18 | JPM | JPMORGAN CHASE &CO. COM | $1.1M | 0.97% | 3,900 | Hold |
| 19 | VB | VANGUARD SMALL-CAP INDEX FUND | $976,685 | 0.83% | 3,729 | Added |
| 20 | AVUS | AVANTIS US EQUITY ETF | $978,994 | 0.83% | 8,805 | Added |
| 21 | AVGO | BROADCOM INC COM | $876,644 | 0.74% | 2,832 | Added |
| 22 | GLD | SPDR GOLD TR GOLD SHS | $811,957 | 0.69% | 1,887 | Trimmed |
| 23 | XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $758,062 | 0.64% | 5,704 | Hold |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $744,667 | 0.63% | 14,834 | Trimmed |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DCLASS CLASS A | $718,140 | 0.61% | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31