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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 53.16% of North Ridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, DFGR, DFSU, VGIT, IGOV, VWOB, DFNM, EDV, DFSI.
Started 6 new stock positions in AMD, SOLS, Q, OKLO, PWR, VRT.
Reduced shares in these 10 stocks: MSFT, EEM, SPY, VOO, IVV, SCZ, AVUS, SBUX, , .
Sold out of its positions in EEM, IEF, SCZ, MTUM, IAGG, GLD, SCHM, SCHH, XLY, XLI. XLK, BND, BNDX.
North Ridge Wealth Advisors was a net buyer of stock by $2.4M.
North Ridge Wealth Advisors has $179M in assets under management (AUM), dropping by 2.18%.
Central Index Key (CIK): 0001974277

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Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 181 positions in its portfolio as reported in the December 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)	24.9	$45M	+3%	1.1M	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	9.1	$16M	+3%	496k	32.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.0	$14M	+2%	239k	59.93	View chart
Vanguard World Extended Dur (EDV)	5.7	$10M		157k	65.01	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$9.7M		282k	34.46	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	4.9	$8.7M	+2%	130k	67.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.4	$7.8M		159k	49.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.3	$7.7M	+8%	293k	26.42	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	4.2	$7.5M	+4%	181k	41.66	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$5.9M		178k	33.08	View chart
Microsoft Corporation (MSFT)	3.2	$5.7M	-7%	12k	483.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$4.6M		42k	111.78	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.6	$4.6M		105k	43.53	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.3	$2.3M	+8%	48k	48.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$2.2M		26k	82.32	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.9M		3.9k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.9M		9.9k	190.98	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$1.8M	+33%	41k	43.43	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$1.6M		66k	25.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.6M	-2%	4.6k	335.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.1M		15k	74.17	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$1.1M		43k	24.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$770k		10k	77.02	View chart
Dimensional Etf Trust International (DFSI)	0.4	$758k	+25%	18k	42.84	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$716k		9.7k	73.52	View chart
Boeing Company (BA)	0.4	$629k	-2%	2.9k	217.09	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$600k	-3%	7.9k	76.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$564k		6.4k	88.49	View chart
JPMorgan Chase & Co. (JPM)	0.3	$551k		1.7k	322.22	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$547k	+15%	13k	41.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$541k	-6%	3.6k	148.69	View chart
Rockwell Automation (ROK)	0.3	$528k	-3%	1.4k	389.07	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$504k	+21%	7.8k	64.25	View chart
UnitedHealth (UNH)	0.3	$503k		1.5k	330.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$461k		4.5k	102.40	View chart
Mastercard Incorporated Cl A (MA)	0.3	$457k		800.00	570.88	View chart
Apple (AAPL)	0.2	$385k		1.4k	271.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$384k	-8%	4.0k	96.28	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$357k		4.8k	74.27	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$323k		7.1k	45.84	View chart
Tesla Motors (TSLA)	0.2	$292k	-11%	650.00	449.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$236k		915.00	257.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$231k		460.00	502.43	View chart
Caterpillar (CAT)	0.1	$229k		400.00	572.87	View chart
Shell Spon Ads (SHEL)	0.1	$217k		3.0k	73.48	View chart
PNC Financial Services (PNC)	0.1	$209k		1.0k	208.73	View chart
Starbucks Corporation (SBUX)	0.1	$181k	-25%	2.2k	84.21	View chart
Honeywell International (HON)	0.1	$156k		800.00	195.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$152k	-11%	1.7k	89.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$128k		440.00	290.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$124k	-58%	180.00	685.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$123k	-58%	180.00	681.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$121k		400.00	302.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$118k		1.7k	69.67	View chart
Martin Marietta Materials (MLM)	0.1	$117k		188.00	622.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$116k		189.00	614.31	View chart
Ge Aerospace Com New (GE)	0.1	$116k		375.00	308.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$115k	-60%	183.00	627.13	View chart
Lockheed Martin Corporation (LMT)	0.1	$110k		227.00	483.67	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$109k		1.2k	88.70	View chart
Xcel Energy (XEL)	0.1	$100k		1.4k	73.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$98k		1.6k	62.47	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$93k	-9%	1.2k	76.23	View chart
Ally Financial (ALLY)	0.1	$91k		2.0k	45.29	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$89k		1.4k	64.98	View chart
NetScout Systems (NTCT)	0.0	$86k		3.2k	27.06	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$86k	+2%	1.2k	73.98	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$86k		3.6k	23.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$84k		700.00	120.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$78k	+5%	975.00	80.20	View chart
Pfizer (PFE)	0.0	$78k		3.1k	24.90	View chart
American Express Company (AXP)	0.0	$74k		200.00	369.95	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$72k		3.6k	19.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$69k		144.00	480.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$66k		900.00	73.56	View chart
Abbott Laboratories (ABT)	0.0	$63k		500.00	125.29	View chart
Ge Vernova (GEV)	0.0	$61k		93.00	653.57	View chart
Abbvie (ABBV)	0.0	$56k		247.00	228.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$56k		150.00	373.44	View chart
Ford Motor Company (F)	0.0	$56k		4.3k	13.12	View chart
State Street Corporation (STT)	0.0	$52k		400.00	129.01	View chart
Johnson & Johnson (JNJ)	0.0	$51k	-50%	245.00	206.95	View chart
At&t (T)	0.0	$50k		2.0k	24.84	View chart
Consolidated Edison (ED)	0.0	$50k		500.00	99.32	View chart
3M Company (MMM)	0.0	$46k		288.00	159.82	View chart
Intel Corporation (INTC)	0.0	$44k		1.2k	36.90	View chart
Oracle Corporation (ORCL)	0.0	$40k		205.00	194.91	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$39k		322.00	120.96	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$39k		36.00	1069.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$37k	+3%	695.00	53.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$36k	+15%	363.00	99.84	View chart
Columbia Banking System (COLB)	0.0	$33k		1.2k	27.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$31k		325.00	95.09	View chart
Avista Corporation (AVA)	0.0	$31k		800.00	38.54	View chart
Teradata Corporation (TDC)	0.0	$30k		1.0k	30.44	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$29k		200.00	146.58	View chart
Corteva (CTVA)	0.0	$29k		427.00	67.03	View chart
Bristol Myers Squibb (BMY)	0.0	$29k		530.00	53.94	View chart
CVS Caremark Corporation (CVS)	0.0	$27k		334.00	79.36	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$24k		300.00	80.76	View chart
Macy's (M)	0.0	$22k		1.0k	22.05	View chart
Costco Wholesale Corporation (COST)	0.0	$22k		25.00	862.36	View chart
Verizon Communications (VZ)	0.0	$20k		500.00	40.73	View chart
Hewlett Packard Enterprise (HPE)	0.0	$19k		779.00	24.02	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$18k	-24%	269.00	67.22	View chart
Exxon Mobil Corporation (XOM)	0.0	$18k		150.00	120.34	View chart
Qnity Electronics Common Stock (Q)	0.0	$17k	NEW	212.00	81.65	View chart
Dupont De Nemours (DD)	0.0	$17k		427.00	40.20	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$17k	+5%	285.00	57.94	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$17k		1.0k	16.49	View chart
Nucor Corporation (NUE)	0.0	$17k		101.00	163.12	View chart
T. Rowe Price (TROW)	0.0	$16k		160.00	102.38	View chart
Philip Morris International (PM)	0.0	$16k		100.00	160.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$15k		616.00	24.04	View chart
SYSCO Corporation (SYY)	0.0	$15k		200.00	73.69	View chart
Hp (HPQ)	0.0	$15k		650.00	22.27	View chart
Harley-Davidson (HOG)	0.0	$14k		689.00	20.49	View chart
Walt Disney Company (DIS)	0.0	$13k		116.00	113.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$13k		57.00	219.79	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$12k	+4%	260.00	46.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$12k	-70%	155.00	75.45	View chart
Danaher Corporation (DHR)	0.0	$12k		51.00	228.92	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$9.7k	NEW	200.00	48.58	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$9.4k		198.00	47.65	View chart
Spotify Technology S A SHS (SPOT)	0.0	$9.3k		16.00	580.75	View chart
ConAgra Foods (CAG)	0.0	$8.7k		500.00	17.31	View chart
Kimberly-Clark Corporation (KMB)	0.0	$8.5k		84.00	100.89	View chart
Kimco Realty Corporation (KIM)	0.0	$8.1k		400.00	20.27	View chart
Lamb Weston Hldgs (LW)	0.0	$7.5k		179.00	41.89	View chart
Dow (DOW)	0.0	$7.5k		320.00	23.40	View chart
Comcast Corp Cl A (CMCSA)	0.0	$6.6k		222.00	29.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$6.6k		86.00	76.98	View chart
Vanguard World Energy Etf (VDE)	0.0	$6.4k		51.00	125.92	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$6.0k		70.00	85.91	View chart
Altria (MO)	0.0	$5.8k		100.00	57.66	View chart
Home Depot (HD)	0.0	$5.2k		15.00	344.13	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$5.1k		63.00	81.38	View chart
Wal-Mart Stores (WMT)	0.0	$5.0k		45.00	111.42	View chart
Union Pacific Corporation (UNP)	0.0	$4.6k		20.00	231.35	View chart
Ionq Inc Pipe (IONQ)	0.0	$4.5k		100.00	44.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$4.3k		160.00	26.88	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$3.9k		22.00	177.73	View chart
Dover Corporation (DOV)	0.0	$3.9k		20.00	195.25	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$3.7k		69.00	53.84	View chart
Dollar Tree (DLTR)	0.0	$3.7k		30.00	123.03	View chart
CSX Corporation (CSX)	0.0	$3.3k		90.00	36.26	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.2k	+30%	30.00	105.40	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$3.1k		110.00	28.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$3.0k		14.00	214.93	View chart
Wells Fargo & Company (WFC)	0.0	$2.8k		30.00	93.20	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.5k		31.00	79.26	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$2.4k	-5%	52.00	46.04	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$2.3k	NEW	14.00	162.07	View chart
Pepsi (PEP)	0.0	$2.2k		15.00	143.53	View chart
Advanced Micro Devices (AMD)	0.0	$2.1k	NEW	10.00	214.20	View chart
Quanta Services (PWR)	0.0	$2.1k	NEW	5.00	422.20	View chart
Coca-Cola Company (KO)	0.0	$2.1k		30.00	69.93	View chart
Chubb (CB)	0.0	$1.9k		6.00	312.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.8k		10.00	183.40	View chart
Veralto Corp Com Shs (VLTO)	0.0	$1.7k		17.00	99.82	View chart
Nextera Energy (NEE)	0.0	$1.6k		20.00	80.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.6k		60.00	26.23	View chart
Oklo Com Cl A (OKLO)	0.0	$1.5k	NEW	21.00	71.76	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.4k		12.00	119.75	View chart
Procter & Gamble Company (PG)	0.0	$1.4k		10.00	143.40	View chart
Xylem (XYL)	0.0	$1.4k		10.00	136.20	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.0	$1.3k		28.00	45.57	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$1.3k		20.00	63.55	View chart
MetLife (MET)	0.0	$790.000000		10.00	79.00	View chart
Celanese Corporation (CE)	0.0	$634.999500		15.00	42.33	View chart
Dell Technologies CL C (DELL)	0.0	$630.000000		5.00	126.00	View chart
Meta Platforms Cl A (META)	0.0	$589.000000		1.00	589.00	View chart
Kraft Heinz (KHC)	0.0	$558.000700		23.00	24.26	View chart
Carrier Global Corporation (CARR)	0.0	$529.000000		10.00	52.90	View chart
Otis Worldwide Corp (OTIS)	0.0	$437.000000		5.00	87.40	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$309.000300		7.00	44.14	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$261.000000	-50%	5.00	52.20	View chart
Dxc Technology (DXC)	0.0	$250.000300		17.00	14.71	View chart
Lumen Technologies (LUMN)	0.0	$225.999900		29.00	7.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$25.000000		1.00	25.00	View chart
Usbc Com New (USBC)	0.0	$0		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 Q4 filed Feb. 13, 2026
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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