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True North Advisors, LLC
True North Advisors is a multi-family office and wealth management business providing comprehensive wealth planning, investment management, and transaction advisory services.
Investment Strategy
Proactive investment approach focusing on public and private market investments to achieve higher returns with lower volatility.
Latest 13F Filing Activity
True North Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 213 equity positions with a total 13F market value of $630M. The fund increased holdings in Apple Inc., Amazon Com Inc., SPDR S&P 500 Etf TR among other positions. True North Advisors, LLC reduced exposure to Vanguard Index FDS, Janus Detroit STR TR, Lennox Intl Inc. among others.
Top Holdings
Equity Positions (213)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LII | LENNOX INTL INC | 14.93% | $94.1M | 177,727 | $251.93 | $529.36 | -$10.0M |
A AAPL | APPLE INC | 12.32% | $77.6M | 304,809 | $202.78 | $254.63 | +$54.8M |
| BERKSHIRE HATHAWAY INC DEL | 6.39% | $40.3M | 80,072 | $237.78 | $502.74 | +$1.2M | |
A AMZN | AMAZON COM INC | 4.84% | $30.5M | 138,757 | $213.11 | $219.57 | +$24.7M |
S SPY | SPDR S&P 500 ETF TR | 4.09% | $25.7M | 38,635 | $650.03 | $666.18 | +$22.1M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
C Crystal Bradley | Portfolio Analyst | TX , United States | |
 | Chief Investment Officer, Partner | Dallas, TX , United States | |
 | Senior Portfolio Analyst | Dallas, TX , United States | |
 | Manager of Trading | Dallas, TX , United States | |
 | Deputy Chief Investment Officer, Partner | Dallas, TX , United States | |
 | Associate | Mountain Home, TX , United States | |
 | Senior Investment Analyst | Dallas, TX , United States |
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