North Capital, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, North Capital, Inc. held in its portfolio 16 assets valued at $72,943,864 (i.e. $72.94M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($32.51M), DIMENSIONAL ETF TRUST ($13.66M), and DIMENSIONAL ETF TRUST ($6.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in North Capital, Inc. Portfolio

SPDR SERIES TRUST

DIMENSIONAL ETF TRUST

APPLE INC

VANGUARD SCOTTSDALE FDS

VANGUARD INSTL INDEX FD

UBS AG LONDON BRANCH

VANGUARD STAR FDS

VANGUARD INTL EQUITY INDEX F

North Capital, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	355783	32511451	BLOOMBERG 1-3 MO
DIMENSIONAL ETF TRUST	291940	13662810	US CORE EQT MKT
DIMENSIONAL ETF TRUST	159458	6076930	INTL CORE EQT MK
DIMENSIONAL ETF TRUST	142192	4631178	EMGR CRE EQT MNG
APPLE INC	16296	4430289	COM
VANGUARD SCOTTSDALE FDS	48497	2848239	SHORT TERM TREAS
VANGUARD INSTL INDEX FD	25041	1889719	ULTRA-SHORT TREA
UBS AG LONDON BRANCH	87201	1647349	ETRACS ALERIAN M
VANGUARD STAR FDS	21487	1620952	VG TL INTL STK F
VANGUARD INTL EQUITY INDEX F	12767	686347	FTSE EMR MKT ETF
VERIZON COMMUNICATIONS INC	16844	686056	COM
SCHWAB STRATEGIC TR	24114	661440	US DIVIDEND EQ
DIMENSIONAL ETF TRUST	14627	579072	US CORE EQUITY 2
AT&T INC	16529	410574	COM
JPMORGAN CHASE FINL CO LLC	12808	383087	CAL LKD 44
KAYNE ANDERSON ENERGY INFRST	17639	218371	COM