North Ridge Wealth Advisors

North Ridge Wealth Advisors as of March 31, 2026

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 1.1M 38.86
Dimensional Etf Trust World Ex Us Core (DFAX) 8.8 $16M 460k 33.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.3 $15M 247k 59.55
Vanguard World Extended Dur (EDV) 6.1 $11M 168k 64.95
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $9.5M 268k 35.53
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.8 $8.6M 130k 65.69
Dimensional Etf Trust Global Real Est (DFGR) 4.7 $8.4M 315k 26.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.5 $8.0M 161k 49.95
Ishares Tr Intl Trea Bd Etf (IGOV) 4.4 $7.8M 191k 41.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.2 $5.8M 167k 34.55
American Centy Etf Tr Us Eqt Etf (AVUS) 2.6 $4.6M 41k 111.18
American Centy Etf Tr Real Estate Etf (AVRE) 2.5 $4.5M 103k 44.02
Microsoft Corporation (MSFT) 2.3 $4.1M 11k 370.18
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.7 $3.0M 62k 47.93
Vanguard Index Fds Value Etf (VTV) 1.1 $1.9M 9.9k 196.19
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.9M 22k 84.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $1.7M 42k 41.09
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $1.7M 67k 24.91
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.7M 3.8k 436.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.6M 5.0k 320.83
Ishares Tr Global Reit Etf (REET) 0.6 $1.1M 43k 25.15
Dimensional Etf Trust Us Equity Market (DFUS) 0.6 $1.0M 15k 70.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $774k 1.3k 597.50
Dimensional Etf Trust International (DFSI) 0.4 $760k 18k 42.40
American Centy Etf Tr Avantis All Int (AVNM) 0.4 $733k 9.6k 76.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $705k 1.5k 479.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $673k 8.3k 80.58
American Centy Etf Tr Avantis Respon U (AVSU) 0.3 $582k 7.9k 73.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $566k 6.4k 88.70
Boeing Company (BA) 0.3 $557k 2.8k 199.00
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $553k 13k 42.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $518k 3.6k 142.43
JPMorgan Chase & Co. (JPM) 0.3 $503k 1.7k 294.16
Rockwell Automation (ROK) 0.3 $487k 1.4k 358.88
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $465k 4.5k 103.45
UnitedHealth (UNH) 0.2 $412k 1.5k 270.59
Mastercard Incorporated Cl A (MA) 0.2 $400k 800.00 499.66
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $375k 4.0k 93.92
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.2 $353k 5.5k 64.02
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $353k 4.8k 73.65
Apple (AAPL) 0.2 $325k 1.3k 253.88
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $315k 7.1k 44.45
Caterpillar (CAT) 0.2 $283k 400.00 708.46
Shell Spon Ads (SHEL) 0.2 $275k 3.0k 93.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $260k 4.0k 64.08
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $253k 901.00 281.07
Tesla Motors (TSLA) 0.1 $242k 650.00 371.75
Vanguard Index Fds Small Cp Etf (VB) 0.1 $240k 915.00 261.92
PNC Financial Services (PNC) 0.1 $208k 1.0k 208.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $207k 2.8k 75.11
Starbucks Corporation (SBUX) 0.1 $193k 2.2k 89.59
Honeywell International (HON) 0.1 $181k 800.00 226.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $154k 236.00 654.19
Ishares Tr Core Msci Eafe (IEFA) 0.1 $147k 1.6k 90.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $146k 253.00 578.27
Lockheed Martin Corporation (LMT) 0.1 $137k 227.00 604.39
Pinnacle West Capital Corporation (PNW) 0.1 $124k 1.2k 100.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $121k 400.00 302.25
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $120k 1.7k 71.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $117k 180.00 650.45
Martin Marietta Materials (MLM) 0.1 $111k 188.00 588.68
Xcel Energy (XEL) 0.1 $108k 1.4k 79.44
Ge Aerospace Com New (GE) 0.1 $106k 375.00 283.77
NetScout Systems (NTCT) 0.1 $101k 3.2k 31.79
Spdr Series Trust State Street Spd (SPYM) 0.1 $91k 1.2k 76.52
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $91k 1.4k 66.58
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $91k 1.2k 73.78
Weyerhaeuser Com New (WY) 0.1 $89k 3.6k 24.43
Pfizer (PFE) 0.0 $88k 3.1k 28.08
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $87k 700.00 124.31
Ge Vernova (GEV) 0.0 $81k 93.00 872.90
Ally Financial (ALLY) 0.0 $79k 2.0k 39.23
Exxon Mobil Corporation (XOM) 0.0 $77k 451.00 169.54
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $67k 144.00 463.19
American Express Company (AXP) 0.0 $61k 200.00 302.48
Johnson & Johnson (JNJ) 0.0 $60k 245.00 244.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $58k 268.00 217.62
At&t (T) 0.0 $58k 2.0k 28.99
Consolidated Edison (ED) 0.0 $57k 500.00 113.18
Rivian Automotive Com Cl A (RIVN) 0.0 $55k 3.6k 15.05
Abbvie (ABBV) 0.0 $54k 247.00 217.49
Ishares Tr Rus 1000 Etf (IWB) 0.0 $54k 150.00 356.56
Intel Corporation (INTC) 0.0 $53k 1.2k 44.13
Abbott Laboratories (ABT) 0.0 $51k 500.00 102.67
Spdr Series Trust State Street Spd (SPIB) 0.0 $51k 1.5k 33.54
State Street Corporation (STT) 0.0 $51k 400.00 126.56
Ford Motor Company (F) 0.0 $49k 4.3k 11.54
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $48k 36.00 1320.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $47k 257.00 184.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $43k 223.00 192.15
3M Company (MMM) 0.0 $42k 288.00 144.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $39k 794.00 48.65
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $36k 357.00 101.61
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $36k 322.00 112.27
Corteva (CTVA) 0.0 $36k 427.00 83.71
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $34k 301.00 114.17
Columbia Banking System (COLB) 0.0 $33k 1.2k 27.43
Bristol Myers Squibb (BMY) 0.0 $32k 530.00 60.65
Avista Corporation (AVA) 0.0 $32k 800.00 40.14
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $31k 325.00 95.62
Oracle Corporation (ORCL) 0.0 $30k 205.00 147.11
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $28k 286.00 99.21
Teradata Corporation (TDC) 0.0 $26k 1.0k 25.63
Verizon Communications (VZ) 0.0 $25k 500.00 50.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $25k 200.00 125.46
Costco Wholesale Corporation (COST) 0.0 $25k 25.00 996.44
Qnity Electronics Common Stock (Q) 0.0 $25k 212.00 115.38
CVS Caremark Corporation (CVS) 0.0 $24k 334.00 71.82
Louisiana-Pacific Corporation (LPX) 0.0 $22k 300.00 72.75
Dupont De Nemours (DD) 0.0 $20k 427.00 45.80
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $19k 1.0k 19.30
Ishares Core Msci Emkt (IEMG) 0.0 $19k 269.00 69.75
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $19k 379.00 49.32
Hewlett Packard Enterprise (HPE) 0.0 $19k 779.00 23.81
Macy's (M) 0.0 $18k 1.0k 18.09
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $17k 73.00 234.04
Nucor Corporation (NUE) 0.0 $17k 101.00 169.11
Philip Morris International (PM) 0.0 $17k 100.00 165.34
Nextera Energy (NEE) 0.0 $16k 172.00 93.06
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $15k 260.00 59.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $15k 616.00 24.75
Solstice Advanced Matls Com Shs (SOLS) 0.0 $15k 200.00 76.16
T. Rowe Price (TROW) 0.0 $14k 160.00 90.14
SYSCO Corporation (SYY) 0.0 $14k 200.00 71.33
Harley-Davidson (HOG) 0.0 $14k 689.00 20.22
Spdr Series Trust State Street Spd (SPSM) 0.0 $13k 278.00 48.27
Spdr Series Trust State Street Spd (SPMD) 0.0 $13k 226.00 59.27
Dow (DOW) 0.0 $13k 320.00 41.68
Constellation Energy (CEG) 0.0 $13k 46.00 281.13
Hp (HPQ) 0.0 $13k 654.00 19.20
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $12k 57.00 215.07
Ab Active Etfs California Inter (CAM) 0.0 $12k 485.00 24.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $12k 155.00 77.12
Walt Disney Company (DIS) 0.0 $11k 116.00 96.39
Duke Energy Corp Com New (DUK) 0.0 $11k 84.00 131.69
NVIDIA Corporation (NVDA) 0.0 $11k 61.00 174.46
Wal-Mart Stores (WMT) 0.0 $11k 86.00 123.57
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $10k 213.00 47.04
Danaher Corporation (DHR) 0.0 $9.7k 51.00 189.61
Kimco Realty Corporation (KIM) 0.0 $9.0k 400.00 22.47
Vanguard World Energy Etf (VDE) 0.0 $8.8k 51.00 173.06
Dell Technologies CL C (DELL) 0.0 $8.1k 49.00 165.55
Kimberly-Clark Corporation (KMB) 0.0 $8.1k 84.00 96.48
ConAgra Foods (CAG) 0.0 $7.9k 500.00 15.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $7.8k 162.00 47.97
Spotify Technology S A SHS (SPOT) 0.0 $7.8k 16.00 484.94
Lamb Weston Hldgs (LW) 0.0 $7.6k 179.00 42.26
Ark Etf Tr Blockchain & Fin (ARKF) 0.0 $7.5k 198.00 38.03
Altria (MO) 0.0 $6.6k 100.00 65.99
Comcast Corp Cl A (CMCSA) 0.0 $6.4k 222.00 28.71
Ark Etf Tr Innovation Etf (ARKK) 0.0 $5.8k 86.00 67.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $5.6k 219.00 25.58
Exelon Corporation (EXC) 0.0 $5.4k 111.00 49.08
Home Depot (HD) 0.0 $4.9k 15.00 328.93
Union Pacific Corporation (UNP) 0.0 $4.9k 20.00 242.65
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $4.4k 63.00 70.62
Dover Corporation (DOV) 0.0 $4.2k 20.00 208.45
Mondelez Intl Cl A (MDLZ) 0.0 $4.0k 69.00 57.65
CSX Corporation (CSX) 0.0 $3.7k 90.00 41.06
Dollar Tree (DLTR) 0.0 $3.3k 30.00 109.53
Ishares Tr National Mun Etf (MUB) 0.0 $3.2k 30.00 107.03
Ionq Inc Pipe (IONQ) 0.0 $2.9k 100.00 28.83
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $2.7k 110.00 24.64
Wells Fargo & Company (WFC) 0.0 $2.4k 30.00 79.63
Pepsi (PEP) 0.0 $2.3k 15.00 155.33
Coca-Cola Company (KO) 0.0 $2.3k 30.00 76.07
Spdr Series Trust State Street Spd (TFI) 0.0 $2.2k 49.00 45.76
Solventum Corp Com Shs (SOLV) 0.0 $2.0k 31.00 65.32
Chubb (CB) 0.0 $2.0k 6.00 326.00
Raytheon Technologies Corp (RTX) 0.0 $1.9k 10.00 192.90
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.6k 5.00 323.80
Johnson Controls Internation SHS (JCI) 0.0 $1.6k 12.00 131.00
Veralto Corp Com Shs (VLTO) 0.0 $1.5k 17.00 88.47
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.0 $1.5k 28.00 52.00
Procter & Gamble Company (PG) 0.0 $1.4k 10.00 144.50
Ishares Msci Taiwan Etf (EWT) 0.0 $1.4k 20.00 70.95
Xylem (XYL) 0.0 $1.2k 10.00 119.50
Alphabet Cap Stk Cl C (GOOG) 0.0 $1.1k 4.00 287.25
Celanese Corporation (CE) 0.0 $987.000000 15.00 65.80
MetLife (MET) 0.0 $708.000000 10.00 70.80
Carrier Global Corporation (CARR) 0.0 $564.000000 10.00 56.40
Kraft Heinz (KHC) 0.0 $517.999100 23.00 22.52
Otis Worldwide Corp (OTIS) 0.0 $386.000000 5.00 77.20
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $309.999900 7.00 44.29
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $259.000000 5.00 51.80
Versant Media Group Com Cl A (VSNT) 0.0 $223.000200 6.00 37.17
Dxc Technology (DXC) 0.0 $213.999400 17.00 12.59
Lumen Technologies (LUMN) 0.0 $201.999500 29.00 6.97
Ishares Tr Core Intl Aggr (IAGG) 0.0 $132.000000 3.00 44.00
United Parcel Svcs CL B (UPS) 0.0 $50.000000 1.00 50.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $40.000000 1.00 40.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $26.000000 1.00 26.00
Usbc Com New (USBC) 0.0 $0 47.00 0.00