North Ridge Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, North Ridge Wealth Advisors, Inc. held in its portfolio 177 assets valued at $178,624,269 (i.e. $178.62M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($44.48M), DIMENSIONAL ETF TRUST ($16.23M), and VANGUARD SCOTTSDALE FDS ($14.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
North Ridge Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1123490 | 44478981 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 495730 | 16225258 | WORLD EX US CORE |
| VANGUARD SCOTTSDALE FDS | 239122 | 14330564 | INTER TERM TREAS |
| VANGUARD WORLD FD | 157311 | 10226738 | EXTENDED DUR |
| DIMENSIONAL ETF TRUST | 281572 | 9702968 | INTL CORE EQUITY |
| VANGUARD WHITEHALL FDS | 129505 | 8732578 | EM MK GOV BD ETF |
| VANGUARD MALVERN FDS | 158621 | 7845399 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 293297 | 7748899 | GLOBAL REAL EST |
| ISHARES TR | 180788 | 7531626 | INTL TREA BD ETF |
| DIMENSIONAL ETF TRUST | 178383 | 5900903 | EMERGING MKTS CO |
| MICROSOFT CORP | 11773 | 5693608 | COM |
| AMERICAN CENTY ETF TR | 41575 | 4647270 | US EQT ETF |
| AMERICAN CENTY ETF TR | 105039 | 4572350 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 47577 | 2291763 | NATL MUN BD ETF |
| AMERICAN CENTY ETF TR | 26183 | 2155421 | INTL EQT ETF |
| VANGUARD INDEX FDS | 3925 | 1914851 | GROWTH ETF |
| VANGUARD INDEX FDS | 9933 | 1897052 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 40566 | 1761787 | US SUSTAINABILTY |
| SCHWAB STRATEGIC TR | 65654 | 1646603 | INT-TRM U.S TRES |
| VANGUARD INDEX FDS | 4628 | 1551586 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 14584 | 1081696 | US EQUITY MARKET |
| ISHARES TR | 42909 | 1070570 | GLOBAL REIT ETF |
| AMERICAN CENTY ETF TR | 10001 | 770297 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 17689 | 757873 | INTERNATIONAL |
| AMERICAN CENTY ETF TR | 9743 | 716341 | AVANTIS ALL INT |
| BOEING CO | 2897 | 628902 | COM |
| AMERICAN CENTY ETF TR | 7868 | 600307 | AVANTIS RESPON U |
| VANGUARD INDEX FDS | 6368 | 563497 | REAL ESTATE ETF |
| JPMORGAN CHASE & CO. | 1710 | 550997 | COM |
| DIMENSIONAL ETF TRUST | 13186 | 546968 | EMERGING MARKETS |
| ISHARES TR | 3638 | 540935 | CORE S&P TTL STK |
| ROCKWELL AUTOMATION INC | 1358 | 528358 | COM |
| PIMCO ETF TR | 7843 | 503944 | 25YR+ ZERO U S |
| UNITEDHEALTH GROUP INC | 1523 | 502758 | COM |
| ISHARES TR | 4497 | 460514 | 0-5 YR TIPS ETF |
| MASTERCARD INCORPORATED | 800 | 456704 | CL A |
| AMERICAN CENTY ETF TR | 6169 | 445462 | AVANTIS RESPONSI |
| APPLE INC | 1417 | 385361 | COM |
| ISHARES TR | 3987 | 383866 | JPMORGAN USD EMG |
| VANGUARD INTL EQUITY INDEX F | 7051 | 323249 | GLB EX US ETF |
| TESLA INC | 650 | 292318 | COM |
| VANGUARD INDEX FDS | 915 | 236025 | SMALL CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 460 | 231120 | CL B NEW |
| CATERPILLAR INC | 400 | 229148 | COM |
| SHELL PLC | 2952 | 216913 | SPON ADS |
| PNC FINL SVCS GROUP INC | 1000 | 208730 | COM |
| STARBUCKS CORP | 2150 | 181052 | COM |
| HONEYWELL INTL INC | 800 | 156072 | COM |
| ISHARES TR | 1702 | 152261 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 440 | 127716 | MID CAP ETF |
| ISHARES TR | 180 | 123461 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 180 | 122746 | TR UNIT |
| VANGUARD INDEX FDS | 400 | 120844 | SML CP GRW ETF |
| DIMENSIONAL ETF TRUST | 1688 | 117603 | US SMALL CAP ETF |
| MARTIN MARIETTA MATLS INC | 188 | 117061 | COM |
| INVESCO QQQ TR | 189 | 116105 | UNIT SER 1 |
| GE AEROSPACE | 375 | 115512 | COM NEW |
| VANGUARD INDEX FDS | 183 | 114765 | S&P 500 ETF SHS |
| LOCKHEED MARTIN CORP | 227 | 109794 | COM |
| SPDR SERIES TRUST | 1572 | 109270 | STATE STREET SPD |
| PINNACLE WEST CAP CORP | 1230 | 109101 | COM |
| XCEL ENERGY INC | 1356 | 100158 | COM |
| VANGUARD TAX-MANAGED FDS | 1575 | 98398 | VAN FTSE DEV MKT |
| FIDELITY WISE ORIGIN BITCOIN | 1220 | 93001 | SHS |
| ALLY FINL INC | 2000 | 90580 | COM |
| NETSCOUT SYS INC | 3187 | 86241 | COM |
| DIMENSIONAL ETF TRUST | 1165 | 86187 | WORLD EQUITY ETF |
| WEYERHAEUSER CO MTN BE | 3638 | 86185 | COM NEW |
| ISHARES TR | 700 | 84126 | CORE S&P SCP ETF |
| PFIZER INC | 3123 | 77763 | COM |
| AMERICAN EXPRESS CO | 200 | 73990 | COM |
| RIVIAN AUTOMOTIVE INC | 3644 | 71824 | COM CL A |
| SPDR DOW JONES INDL AVERAGE | 144 | 69203 | UT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 900 | 66204 | ALLWRLD EX US |
| ABBOTT LABS | 500 | 62645 | COM |
| GE VERNOVA INC | 93 | 60782 | COM |
| ABBVIE INC | 247 | 56438 | COM |
| ISHARES TR | 150 | 56016 | RUS 1000 ETF |
| FORD MTR CO | 4250 | 55760 | COM |
| STATE STR CORP | 400 | 51604 | COM |
| JOHNSON & JOHNSON | 245 | 50703 | COM |
| AT&T INC | 2000 | 49680 | COM |
| CONSOLIDATED EDISON INC | 500 | 49660 | COM |
| 3M CO | 288 | 46029 | COM |
| INTEL CORP | 1200 | 44280 | COM |
| ORACLE CORP | 205 | 39957 | COM |
| VANGUARD WORLD FD | 322 | 38950 | ESG US STK ETF |
| ASML HOLDING N V | 36 | 38515 | N Y REGISTRY SHS |
| VANGUARD INTL EQUITY INDEX F | 695 | 37361 | FTSE EMR MKT ETF |
| ISHARES TR | 363 | 36241 | CORE US AGGBD ET |
| COLUMBIA BKG SYS INC | 1191 | 33289 | COM |
| ISHARES TR | 325 | 30905 | ESG AW MSCI EAFE |
| AVISTA CORP | 800 | 30832 | COM |
| TERADATA CORP DEL | 1000 | 30440 | COM |
| ALIBABA GROUP HLDG LTD | 200 | 29316 | SPONSORED ADS |
| CORTEVA INC | 427 | 28622 | COM |
| BRISTOL-MYERS SQUIBB CO | 530 | 28589 | COM |
| CVS HEALTH CORP | 334 | 26507 | COM |
| LOUISIANA PAC CORP | 300 | 24228 | COM |
| MACYS INC | 1000 | 22050 | COM |
| COSTCO WHSL CORP NEW | 25 | 21559 | COM |
| VERIZON COMMUNICATIONS INC | 500 | 20365 | COM |
| HEWLETT PACKARD ENTERPRISE C | 779 | 18712 | COM |
| ISHARES INC | 269 | 18083 | CORE MSCI EMKT |
| EXXON MOBIL CORP | 150 | 18051 | COM |
| QNITY ELECTRONICS INC | 212 | 17310 | COMMON STOCK |
| DUPONT DE NEMOURS INC | 427 | 17166 | COM |
| ENERGY TRANSFER L P | 1000 | 16490 | COM UT LTD PTN |
| NUCOR CORP | 101 | 16475 | COM |
| PRICE T ROWE GROUP INC | 160 | 16381 | COM |
| PHILIP MORRIS INTL INC | 100 | 16040 | COM |
| SCHWAB STRATEGIC TR | 616 | 14809 | INTL EQTY ETF |
| SYSCO CORP | 200 | 14738 | COM |
| HP INC | 650 | 14475 | COM |
| HARLEY DAVIDSON INC | 689 | 14120 | COM |
| DISNEY WALT CO | 116 | 13198 | COM |
| VANGUARD SPECIALIZED FUNDS | 57 | 12528 | DIV APP ETF |
| VANGUARD STAR FDS | 155 | 11694 | VG TL INTL STK F |
| DANAHER CORPORATION | 51 | 11675 | COM |
| SOLSTICE ADVANCED MATLS INC | 200 | 9716 | COM SHS |
| ARK ETF TR | 198 | 9434 | BLOCKCHAIN & FIN |
| SPOTIFY TECHNOLOGY S A | 16 | 9292 | SHS |
| CONAGRA BRANDS INC | 500 | 8655 | COM |
| KIMBERLY-CLARK CORP | 84 | 8475 | COM |
| KIMCO RLTY CORP | 400 | 8108 | COM |
| LAMB WESTON HLDGS INC | 179 | 7499 | COM |
| DOW INC | 320 | 7488 | COM |
| COMCAST CORP NEW | 222 | 6635 | CL A |
| ARK ETF TR | 86 | 6620 | INNOVATION ETF |
| VANGUARD WORLD FD | 51 | 6422 | ENERGY ETF |
| AMERICAN CENTY ETF TR | 70 | 6014 | AVANTIS ALL EQT |
| ALTRIA GROUP INC | 100 | 5766 | COM |
| HOME DEPOT INC | 15 | 5162 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 63 | 5127 | COMMON STOCK |
| WALMART INC | 45 | 5014 | COM |
| UNION PAC CORP | 20 | 4627 | COM |
| IONQ INC | 100 | 4487 | COM |
| SCHWAB STRATEGIC TR | 160 | 4300 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 22 | 3910 | MCAP VL IDXVIP |
| DOVER CORP | 20 | 3905 | COM |
| MONDELEZ INTL INC | 69 | 3715 | CL A |
| DOLLAR TREE INC | 30 | 3691 | COM |
| CSX CORP | 90 | 3263 | COM |
| ISHARES TR | 30 | 3162 | NATIONAL MUN ETF |
| ETF SER SOLUTIONS | 110 | 3088 | US GLB JETS |
| VANGUARD INDEX FDS | 14 | 3009 | SM CP VAL ETF |
| WELLS FARGO CO NEW | 30 | 2796 | COM |
| SOLVENTUM CORP | 31 | 2457 | COM SHS |
| VERTIV HOLDINGS CO | 14 | 2269 | COM CL A |
| PEPSICO INC | 15 | 2153 | COM |
| ADVANCED MICRO DEVICES INC | 10 | 2142 | COM |
| QUANTA SVCS INC | 5 | 2111 | COM |
| COCA COLA CO | 30 | 2098 | COM |
| CHUBB LIMITED | 6 | 1873 | COM |
| RTX CORPORATION | 10 | 1834 | COM |
| VERALTO CORP | 17 | 1697 | COM SHS |
| NEXTERA ENERGY INC | 20 | 1606 | COM |
| SCHWAB STRATEGIC TR | 60 | 1574 | US BRD MKT ETF |
| OKLO INC | 21 | 1507 | COM CL A |
| JOHNSON CTLS INTL PLC | 12 | 1437 | SHS |
| PROCTER AND GAMBLE CO | 10 | 1434 | COM |
| XYLEM INC | 10 | 1362 | COM |
| ARCELORMITTAL SA LUXEMBOURG | 28 | 1276 | NY REGISTRY SH |
| ISHARES INC | 20 | 1271 | MSCI TAIWAN ETF |
| METLIFE INC | 10 | 790 | COM |
| CELANESE CORP DEL | 15 | 635 | COM |
| DELL TECHNOLOGIES INC | 5 | 630 | CL C |
| META PLATFORMS INC | 1 | 589 | CL A |
| KRAFT HEINZ CO | 23 | 558 | COM |
| CARRIER GLOBAL CORPORATION | 10 | 529 | COM |
| OTIS WORLDWIDE CORP | 5 | 437 | COM |
| SPDR INDEX SHS FDS | 7 | 309 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 5 | 261 | LONG TERM TREAS |
| DXC TECHNOLOGY CO | 17 | 250 | COM |
| LUMEN TECHNOLOGIES INC | 29 | 226 | COM |
| SCHWAB STRATEGIC TR | 1 | 25 | US SML CAP ETF |
| USBC INC. | 47 | 0 | COM NEW |
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