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North Ridge Wealth Advisors

Latest statistics and disclosures from North Ridge Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, VGIT, EDV, DFIC, and represent 51.86% of North Ridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EDV, VGIT, IGOV, EEM, DFGR, VTIP, DFNM, VOO, MSFT, VWOB.
Started 16 new stock positions in XLY, ABT, EEM, VOO, IEF, MTUM, BND, SCHM, XOM, VGLT. SCZ, XLI, DFAW, XLK, USBC, GLD.
Reduced shares in these 10 stocks: DFAC, DFAX, AVUS, ITOT, SCHR, AVUV, DFIC, VIG, ESGV, VSGX.
Sold out of its positions in AVUV, CVGW, CSCO, VSGX.
North Ridge Wealth Advisors was a net buyer of stock by $4.3M.
North Ridge Wealth Advisors has $175M in assets under management (AUM), dropping by 7.38%.
Central Index Key (CIK): 0001974277

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Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 188 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	24.0	$42M		1.1M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.6	$15M	-2%	477k	31.38	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.0	$14M	+5%	233k	60.03	View chart
Vanguard World Extended Dur (EDV)	6.1	$11M	+9%	155k	68.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.3	$9.2M		281k	32.79	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	4.8	$8.4M	+2%	126k	66.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.6	$8.0M	+4%	159k	50.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.2	$7.4M	+5%	272k	27.31	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	4.2	$7.4M	+6%	173k	42.60	View chart
Microsoft Corporation (MSFT)	3.8	$6.6M	+4%	13k	517.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$5.7M		178k	32.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$4.6M	-2%	42k	108.70	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.6	$4.6M		103k	44.48	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.2	$2.1M	+16%	44k	47.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$2.1M	+2%	26k	78.90	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.9M		3.9k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.9M		9.9k	186.48	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$1.6M	-3%	65k	25.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.6M		4.8k	328.19	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.3M	+3%	31k	42.47	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$1.1M		44k	25.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.1M		15k	72.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$750k	+3%	10k	75.11	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$688k		9.7k	70.60	View chart
Boeing Company (BA)	0.4	$643k		3.0k	215.80	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$602k		8.2k	73.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$580k		6.3k	91.42	View chart
Dimensional Etf Trust International (DFSI)	0.3	$577k		14k	40.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$569k	-16%	3.9k	145.65	View chart
JPMorgan Chase & Co. (JPM)	0.3	$548k		1.7k	315.43	View chart
UnitedHealth (UNH)	0.3	$526k		1.5k	345.30	View chart
Rockwell Automation (ROK)	0.3	$493k		1.4k	349.53	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$471k	+2%	12k	41.09	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$469k		4.5k	103.37	View chart
Mastercard Incorporated Cl A (MA)	0.3	$455k		800.00	568.81	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$438k	+54%	6.4k	67.97	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$413k		4.3k	95.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$408k	NEW	7.6k	53.40	View chart
Apple (AAPL)	0.2	$361k		1.4k	254.72	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$347k		4.9k	71.55	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$343k		7.2k	47.75	View chart
Tesla Motors (TSLA)	0.2	$328k		738.00	444.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$289k	+139%	431.00	669.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$289k	+140%	433.00	666.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$281k	NEW	458.00	612.38	View chart
Starbucks Corporation (SBUX)	0.1	$245k	+34%	2.9k	84.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$233k		915.00	254.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$231k		460.00	502.52	View chart
Shell Spon Ads (SHEL)	0.1	$211k		3.0k	71.53	View chart
PNC Financial Services (PNC)	0.1	$201k		1.0k	200.93	View chart
Caterpillar (CAT)	0.1	$191k		400.00	477.15	View chart
Honeywell International (HON)	0.1	$168k		800.00	210.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$168k		1.9k	87.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$166k	NEW	2.2k	76.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$135k	+58%	1.4k	99.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$129k		440.00	293.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$119k		400.00	297.62	View chart
Martin Marietta Materials (MLM)	0.1	$119k		188.00	630.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$116k		1.7k	68.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$114k	+13%	189.00	600.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$113k		227.00	499.21	View chart
Ge Aerospace Com New (GE)	0.1	$113k		375.00	300.82	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$110k		1.2k	89.66	View chart
Xcel Energy (XEL)	0.1	$109k		1.4k	80.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$93k	+4%	1.6k	59.92	View chart
Johnson & Johnson (JNJ)	0.1	$92k	+102%	495.00	185.42	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$90k		3.6k	24.79	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$87k		1.4k	63.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$83k		700.00	118.83	View chart
NetScout Systems (NTCT)	0.0	$82k		3.2k	25.83	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$82k	NEW	1.1k	71.86	View chart
Pfizer (PFE)	0.0	$80k		3.1k	25.48	View chart
Ally Financial (ALLY)	0.0	$78k		2.0k	39.20	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$72k	+5%	920.00	78.33	View chart
Abbott Laboratories (ABT)	0.0	$67k	NEW	500.00	133.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$67k		144.00	463.74	View chart
American Express Company (AXP)	0.0	$66k		200.00	332.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$64k		900.00	71.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$62k	NEW	175.00	355.47	View chart
Oracle Corporation (ORCL)	0.0	$58k		205.00	281.24	View chart
Abbvie (ABBV)	0.0	$57k		247.00	231.54	View chart
Ge Vernova (GEV)	0.0	$57k		93.00	614.90	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$57k	NEW	202.00	281.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$57k	NEW	222.00	256.45	View chart
At&t (T)	0.0	$57k		2.0k	28.24	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$56k	NEW	234.00	239.64	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$55k	NEW	359.00	154.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$55k		150.00	365.48	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$54k		3.6k	14.68	View chart
Ford Motor Company (F)	0.0	$51k		4.3k	11.96	View chart
Consolidated Edison (ED)	0.0	$50k		500.00	100.52	View chart
State Street Corporation (STT)	0.0	$46k		400.00	116.01	View chart
3M Company (MMM)	0.0	$45k		288.00	154.91	View chart
Intel Corporation (INTC)	0.0	$40k		1.2k	33.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$39k	+243%	533.00	73.46	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$38k	-39%	322.00	118.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$36k		670.00	54.21	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$36k		200.00	178.73	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$35k		36.00	968.11	View chart
Dupont De Nemours (DD)	0.0	$33k		427.00	77.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$32k	+9%	314.00	100.24	View chart
Columbia Banking System (COLB)	0.0	$31k		1.2k	25.74	View chart
Avista Corporation (AVA)	0.0	$30k		800.00	37.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$30k		325.00	92.98	View chart
Corteva (CTVA)	0.0	$29k		427.00	67.63	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$27k		300.00	88.84	View chart
CVS Caremark Corporation (CVS)	0.0	$25k		334.00	75.39	View chart
Bristol Myers Squibb (BMY)	0.0	$24k		530.00	45.10	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$23k		355.00	65.92	View chart
Costco Wholesale Corporation (COST)	0.0	$23k		25.00	925.64	View chart
Verizon Communications (VZ)	0.0	$22k		500.00	43.95	View chart
Teradata Corporation (TDC)	0.0	$22k		1.0k	21.51	View chart
Harley-Davidson (HOG)	0.0	$19k		689.00	27.90	View chart
Hewlett Packard Enterprise (HPE)	0.0	$19k		779.00	24.56	View chart
Macy's (M)	0.0	$18k		1.0k	17.93	View chart
Hp (HPQ)	0.0	$18k		647.00	27.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$17k		1.0k	17.16	View chart
Exxon Mobil Corporation (XOM)	0.0	$17k	NEW	150.00	112.75	View chart
SYSCO Corporation (SYY)	0.0	$17k		200.00	82.34	View chart
T. Rowe Price (TROW)	0.0	$16k		160.00	102.64	View chart
Philip Morris International (PM)	0.0	$16k		100.00	162.20	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$16k	+4%	271.00	57.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$14k		616.00	23.28	View chart
Nucor Corporation (NUE)	0.0	$14k		101.00	135.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$13k	NEW	139.00	96.46	View chart
Walt Disney Company (DIS)	0.0	$13k		116.00	114.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$12k	-69%	57.00	215.81	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$12k		248.00	46.27	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$11k		198.00	56.82	View chart
Spotify Technology S A SHS (SPOT)	0.0	$11k		16.00	698.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$10k		84.00	124.35	View chart
Lamb Weston Hldgs (LW)	0.0	$10k		179.00	58.08	View chart
Danaher Corporation (DHR)	0.0	$10k		51.00	198.27	View chart
ConAgra Foods (CAG)	0.0	$9.2k		500.00	18.31	View chart
Kimco Realty Corporation (KIM)	0.0	$8.7k		400.00	21.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$7.7k	+30%	156.00	49.41	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$7.4k		86.00	86.36	View chart
Dow (DOW)	0.0	$7.3k		320.00	22.95	View chart
Comcast Corp Cl A (CMCSA)	0.0	$7.0k		222.00	31.41	View chart
Altria (MO)	0.0	$6.6k		100.00	66.06	View chart
Vanguard World Energy Etf (VDE)	0.0	$6.4k		51.00	125.86	View chart
Ionq Inc Pipe (IONQ)	0.0	$6.2k		100.00	61.50	View chart
Home Depot (HD)	0.0	$6.1k		15.00	405.20	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$5.8k		70.00	83.41	View chart
Union Pacific Corporation (UNP)	0.0	$4.7k		20.00	236.40	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.7k		63.00	74.51	View chart
Wal-Mart Stores (WMT)	0.0	$4.6k		45.00	103.07	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$4.3k		69.00	62.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$4.2k		160.00	26.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$4.0k	NEW	54.00	74.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$3.8k		22.00	174.91	View chart
Dover Corporation (DOV)	0.0	$3.3k		20.00	166.85	View chart
CSX Corporation (CSX)	0.0	$3.2k		90.00	35.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$3.0k		14.00	211.86	View chart
Dollar Tree (DLTR)	0.0	$2.8k		30.00	94.40	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$2.7k		110.00	24.65	View chart
Wells Fargo & Company (WFC)	0.0	$2.5k		30.00	83.83	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$2.5k		55.00	45.71	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.4k	+15%	23.00	105.48	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.3k		31.00	73.00	View chart
Pepsi (PEP)	0.0	$2.1k		15.00	140.47	View chart
Coca-Cola Company (KO)	0.0	$2.0k		30.00	66.33	View chart
Veralto Corp Com Shs (VLTO)	0.0	$1.8k		17.00	106.65	View chart
Chubb (CB)	0.0	$1.7k		6.00	282.33	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.7k		10.00	167.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.5k		60.00	25.72	View chart
Procter & Gamble Company (PG)	0.0	$1.5k		10.00	153.70	View chart
Nextera Energy (NEE)	0.0	$1.5k		20.00	75.50	View chart
Xylem (XYL)	0.0	$1.5k		10.00	147.50	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.3k		12.00	110.00	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$1.3k		20.00	63.65	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.0	$1.0k		28.00	36.18	View chart
MetLife (MET)	0.0	$824.000000		10.00	82.40	View chart
Dell Technologies CL C (DELL)	0.0	$709.000000		5.00	141.80	View chart
Meta Platforms Cl A (META)	0.0	$655.000000		1.00	655.00	View chart
Celanese Corporation (CE)	0.0	$631.999500		15.00	42.13	View chart
Kraft Heinz (KHC)	0.0	$599.000500		23.00	26.04	View chart
Carrier Global Corporation (CARR)	0.0	$597.000000		10.00	59.70	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$542.000000	NEW	10.00	54.20	View chart
Otis Worldwide Corp (OTIS)	0.0	$458.000000		5.00	91.60	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$309.999900	-22%	7.00	44.29	View chart
Dxc Technology (DXC)	0.0	$232.000700		17.00	13.65	View chart
Lumen Technologies (LUMN)	0.0	$177.999100		29.00	6.14	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$135.000000		3.00	45.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$25.000000		1.00	25.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$0	NEW	0	0.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHH)	0.0	$0		0	0.00	View chart
Usbc Com New (USBC)	0.0	$0	NEW	47.00	0.00	View chart

Past Filings by North Ridge Wealth Advisors

SEC 13F filings are viewable for North Ridge Wealth Advisors going back to 2023

North Ridge Wealth Advisors 2025 Q3 filed Nov. 14, 2025
North Ridge Wealth Advisors 2025 Q2 filed Aug. 15, 2025
North Ridge Wealth Advisors 2025 Q1 filed May 9, 2025
North Ridge Wealth Advisors 2024 Q4 filed May 9, 2025
North Ridge Wealth Advisors 2024 Q3 filed Oct. 23, 2024
North Ridge Wealth Advisors 2024 Q2 filed July 30, 2024
North Ridge Wealth Advisors 2024 Q1 filed April 24, 2024
North Ridge Wealth Advisors 2023 Q4 filed Jan. 18, 2024
North Ridge Wealth Advisors 2023 Q3 filed Oct. 19, 2023
North Ridge Wealth Advisors 2023 Q2 filed July 27, 2023
North Ridge Wealth Advisors 2023 Q1 filed April 28, 2023

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