Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 52.48% of North Ridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EDV, DFNM, VOO, DFGR, BRK.B, VGIT, IGOV, VEA, VEU, VO.
Started 19 new stock positions in UPS, CEG, VSNT, GOOG, NVDA, QUAL, VIOV, EXC, BNDX, SPIB. CAM, VV, XLF, BND, FDN, IAGG, DUK, JCPB, IVOO.
Reduced shares in these 10 stocks: DFAX, DFAC, DFIC, DFEM, AVDE, MSFT, ZROZ, AVEM, AVRE, AVUS.
Sold out of its positions in AMD, OKLO, AVGE, META, PWR, SCHX, VRT.
North Ridge Wealth Advisors was a net buyer of stock by $870k.
North Ridge Wealth Advisors has $178M in assets under management (AUM), dropping by -0.50%.
Central Index Key (CIK): 0001974277

Tip: Access up to 7 years of quarterly data

Positions held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 193 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	23.9	$43M	-2%	1.1M	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.8	$16M	-7%	460k	33.97	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.3	$15M	+3%	247k	59.55	View chart
Vanguard World Extended Dur (EDV)	6.1	$11M	+6%	168k	64.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$9.5M	-4%	268k	35.53	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	4.8	$8.6M		130k	65.69	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.7	$8.4M	+7%	315k	26.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.5	$8.0M		161k	49.95	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	4.4	$7.8M	+5%	191k	41.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$5.8M	-6%	167k	34.55	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$4.6M		41k	111.18	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.5	$4.5M	-2%	103k	44.02	View chart
Microsoft Corporation (MSFT)	2.3	$4.1M	-5%	11k	370.18	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.7	$3.0M	+29%	62k	47.93	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.9M		9.9k	196.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$1.9M	-15%	22k	84.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$1.7M	+4%	42k	41.09	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$1.7M	+2%	67k	24.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.7M	-2%	3.8k	436.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.6M	+7%	5.0k	320.83	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$1.1M		43k	25.15	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.0M		15k	70.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$774k	+607%	1.3k	597.50	View chart
Dimensional Etf Trust International (DFSI)	0.4	$760k		18k	42.40	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$733k		9.6k	76.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$705k	+220%	1.5k	479.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$673k	-16%	8.3k	80.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$582k		7.9k	73.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$566k		6.4k	88.70	View chart
Boeing Company (BA)	0.3	$557k	-3%	2.8k	199.00	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$553k		13k	42.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$518k		3.6k	142.43	View chart
JPMorgan Chase & Co. (JPM)	0.3	$503k		1.7k	294.16	View chart
Rockwell Automation (ROK)	0.3	$487k		1.4k	358.88	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$465k		4.5k	103.45	View chart
UnitedHealth (UNH)	0.2	$412k		1.5k	270.59	View chart
Mastercard Incorporated Cl A (MA)	0.2	$400k		800.00	499.66	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$375k		4.0k	93.92	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.2	$353k	-29%	5.5k	64.02	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$353k		4.8k	73.65	View chart
Apple (AAPL)	0.2	$325k	-9%	1.3k	253.88	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$315k		7.1k	44.45	View chart
Caterpillar (CAT)	0.2	$283k		400.00	708.46	View chart
Shell Spon Ads (SHEL)	0.2	$275k		3.0k	93.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$260k	+157%	4.0k	64.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$253k	+104%	901.00	281.07	View chart
Tesla Motors (TSLA)	0.1	$242k		650.00	371.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$240k		915.00	261.92	View chart
PNC Financial Services (PNC)	0.1	$208k		1.0k	208.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$207k	+205%	2.8k	75.11	View chart
Starbucks Corporation (SBUX)	0.1	$193k		2.2k	89.59	View chart
Honeywell International (HON)	0.1	$181k		800.00	226.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$154k	+31%	236.00	654.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$147k	-4%	1.6k	90.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$146k	+33%	253.00	578.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$137k		227.00	604.39	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$124k		1.2k	100.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$121k		400.00	302.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$120k		1.7k	71.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$117k		180.00	650.45	View chart
Martin Marietta Materials (MLM)	0.1	$111k		188.00	588.68	View chart
Xcel Energy (XEL)	0.1	$108k		1.4k	79.44	View chart
Ge Aerospace Com New (GE)	0.1	$106k		375.00	283.77	View chart
NetScout Systems (NTCT)	0.1	$101k		3.2k	31.79	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$91k	+22%	1.2k	76.52	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$91k		1.4k	66.58	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$91k	+5%	1.2k	73.78	View chart
Weyerhaeuser Com New (WY)	0.1	$89k		3.6k	24.43	View chart
Pfizer (PFE)	0.0	$88k		3.1k	28.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$87k		700.00	124.31	View chart
Ge Vernova (GEV)	0.0	$81k		93.00	872.90	View chart
Ally Financial (ALLY)	0.0	$79k		2.0k	39.23	View chart
Exxon Mobil Corporation (XOM)	0.0	$77k	+200%	451.00	169.54	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$67k		144.00	463.19	View chart
American Express Company (AXP)	0.0	$61k		200.00	302.48	View chart
Johnson & Johnson (JNJ)	0.0	$60k		245.00	244.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$58k	+1814%	268.00	217.62	View chart
At&t (T)	0.0	$58k		2.0k	28.99	View chart
Consolidated Edison (ED)	0.0	$57k		500.00	113.18	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$55k		3.6k	15.05	View chart
Abbvie (ABBV)	0.0	$54k		247.00	217.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$54k		150.00	356.56	View chart
Intel Corporation (INTC)	0.0	$53k		1.2k	44.13	View chart
Abbott Laboratories (ABT)	0.0	$51k		500.00	102.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$51k	NEW	1.5k	33.54	View chart
State Street Corporation (STT)	0.0	$51k		400.00	126.56	View chart
Ford Motor Company (F)	0.0	$49k		4.3k	11.54	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$48k		36.00	1320.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$47k	+1068%	257.00	184.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$43k	NEW	223.00	192.15	View chart
3M Company (MMM)	0.0	$42k		288.00	144.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$39k	+14%	794.00	48.65	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$36k	NEW	357.00	101.61	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$36k		322.00	112.27	View chart
Corteva (CTVA)	0.0	$36k		427.00	83.71	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$34k	NEW	301.00	114.17	View chart
Columbia Banking System (COLB)	0.0	$33k		1.2k	27.43	View chart
Bristol Myers Squibb (BMY)	0.0	$32k		530.00	60.65	View chart
Avista Corporation (AVA)	0.0	$32k		800.00	40.14	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$31k		325.00	95.62	View chart
Oracle Corporation (ORCL)	0.0	$30k		205.00	147.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$28k	-21%	286.00	99.21	View chart
Teradata Corporation (TDC)	0.0	$26k		1.0k	25.63	View chart
Verizon Communications (VZ)	0.0	$25k		500.00	50.20	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$25k		200.00	125.46	View chart
Costco Wholesale Corporation (COST)	0.0	$25k		25.00	996.44	View chart
Qnity Electronics Common Stock (Q)	0.0	$25k		212.00	115.38	View chart
CVS Caremark Corporation (CVS)	0.0	$24k		334.00	71.82	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$22k		300.00	72.75	View chart
Dupont De Nemours (DD)	0.0	$20k		427.00	45.80	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$19k		1.0k	19.30	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$19k		269.00	69.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$19k	NEW	379.00	49.32	View chart
Hewlett Packard Enterprise (HPE)	0.0	$19k		779.00	23.81	View chart
Macy's (M)	0.0	$18k		1.0k	18.09	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$17k	NEW	73.00	234.04	View chart
Nucor Corporation (NUE)	0.0	$17k		101.00	169.11	View chart
Philip Morris International (PM)	0.0	$17k		100.00	165.34	View chart
Nextera Energy (NEE)	0.0	$16k	+760%	172.00	93.06	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$15k	-78%	260.00	59.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$15k		616.00	24.75	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$15k		200.00	76.16	View chart
T. Rowe Price (TROW)	0.0	$14k		160.00	90.14	View chart
SYSCO Corporation (SYY)	0.0	$14k		200.00	71.33	View chart
Harley-Davidson (HOG)	0.0	$14k		689.00	20.22	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$13k	+6%	278.00	48.27	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$13k	-20%	226.00	59.27	View chart
Dow (DOW)	0.0	$13k		320.00	41.68	View chart
Constellation Energy (CEG)	0.0	$13k	NEW	46.00	281.13	View chart
Hp (HPQ)	0.0	$13k		654.00	19.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$12k		57.00	215.07	View chart
Ab Active Etfs California Inter (CAM)	0.0	$12k	NEW	485.00	24.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$12k		155.00	77.12	View chart
Walt Disney Company (DIS)	0.0	$11k		116.00	96.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$11k	NEW	84.00	131.69	View chart
NVIDIA Corporation (NVDA)	0.0	$11k	NEW	61.00	174.46	View chart
Wal-Mart Stores (WMT)	0.0	$11k	+91%	86.00	123.57	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$10k	NEW	213.00	47.04	View chart
Danaher Corporation (DHR)	0.0	$9.7k		51.00	189.61	View chart
Kimco Realty Corporation (KIM)	0.0	$9.0k		400.00	22.47	View chart
Vanguard World Energy Etf (VDE)	0.0	$8.8k		51.00	173.06	View chart
Dell Technologies CL C (DELL)	0.0	$8.1k	+880%	49.00	165.55	View chart
Kimberly-Clark Corporation (KMB)	0.0	$8.1k		84.00	96.48	View chart
ConAgra Foods (CAG)	0.0	$7.9k		500.00	15.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$7.8k	NEW	162.00	47.97	View chart
Spotify Technology S A SHS (SPOT)	0.0	$7.8k		16.00	484.94	View chart
Lamb Weston Hldgs (LW)	0.0	$7.6k		179.00	42.26	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$7.5k		198.00	38.03	View chart
Altria (MO)	0.0	$6.6k		100.00	65.99	View chart
Comcast Corp Cl A (CMCSA)	0.0	$6.4k		222.00	28.71	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$5.8k		86.00	67.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$5.6k	+265%	219.00	25.58	View chart
Exelon Corporation (EXC)	0.0	$5.4k	NEW	111.00	49.08	View chart
Home Depot (HD)	0.0	$4.9k		15.00	328.93	View chart
Union Pacific Corporation (UNP)	0.0	$4.9k		20.00	242.65	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.4k		63.00	70.62	View chart
Dover Corporation (DOV)	0.0	$4.2k		20.00	208.45	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$4.0k		69.00	57.65	View chart
CSX Corporation (CSX)	0.0	$3.7k		90.00	41.06	View chart
Dollar Tree (DLTR)	0.0	$3.3k		30.00	109.53	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.2k		30.00	107.03	View chart
Ionq Inc Pipe (IONQ)	0.0	$2.9k		100.00	28.83	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$2.7k		110.00	24.64	View chart
Wells Fargo & Company (WFC)	0.0	$2.4k		30.00	79.63	View chart
Pepsi (PEP)	0.0	$2.3k		15.00	155.33	View chart
Coca-Cola Company (KO)	0.0	$2.3k		30.00	76.07	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$2.2k	-5%	49.00	45.76	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.0k		31.00	65.32	View chart
Chubb (CB)	0.0	$2.0k		6.00	326.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.9k		10.00	192.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.6k	NEW	5.00	323.80	View chart
Johnson Controls Internation SHS (JCI)	0.0	$1.6k		12.00	131.00	View chart
Veralto Corp Com Shs (VLTO)	0.0	$1.5k		17.00	88.47	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.0	$1.5k		28.00	52.00	View chart
Procter & Gamble Company (PG)	0.0	$1.4k		10.00	144.50	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$1.4k		20.00	70.95	View chart
Xylem (XYL)	0.0	$1.2k		10.00	119.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.1k	NEW	4.00	287.25	View chart
Celanese Corporation (CE)	0.0	$987.000000		15.00	65.80	View chart
MetLife (MET)	0.0	$708.000000		10.00	70.80	View chart
Carrier Global Corporation (CARR)	0.0	$564.000000		10.00	56.40	View chart
Kraft Heinz (KHC)	0.0	$517.999100		23.00	22.52	View chart
Otis Worldwide Corp (OTIS)	0.0	$386.000000		5.00	77.20	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$309.999900		7.00	44.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$259.000000		5.00	51.80	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$223.000200	NEW	6.00	37.17	View chart
Dxc Technology (DXC)	0.0	$213.999400		17.00	12.59	View chart
Lumen Technologies (LUMN)	0.0	$201.999500		29.00	6.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$132.000000	NEW	3.00	44.00	View chart
United Parcel Svcs CL B (UPS)	0.0	$50.000000	NEW	1.00	50.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$40.000000	NEW	1.00	40.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$26.000000		1.00	26.00	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 2026 Q1 filed May 14, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z