North Ridge Wealth Advisors, Inc.
North Ridge Wealth Advisors, Inc. reported 193 positions worth $177.7M as of March 31, 2026 (13F filed May 14, 2026). Largest holding: DFAC (23.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $42.5M | 23.91% | 1,093,766 | — | — | |
| ▸ 2 | DFAX | SH | $15.6M | 8.80% | 460,305 | — | — | |
| ▸ 3 | VGIT | SH | $14.7M | 8.26% | 246,642 | — | — | |
| ▸ 4 | EDV | SH | $10.9M | 6.15% | 168,157 | — | — | |
| ▸ 5 | DFIC | SH | $9.5M | 5.36% | 268,030 | — | — | |
| ▸ 6 | VWOB | SH | $8.6M | 4.82% | 130,388 | — | — | |
| ▸ 7 | DFGR | SH | $8.4M | 4.70% | 314,570 | — | — | |
| ▸ 8 | VTIP | SH | $8.0M | 4.53% | 161,104 | — | — | |
| ▸ 9 | IGOV | SH | $7.8M | 4.41% | 190,980 | — | — | |
| ▸ 10 | DFEM | SH | $5.8M | 3.25% | 166,953 | — | — |
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Frequently Asked Questions
What stocks does North Ridge Wealth Advisors, Inc. hold as of Q1 2026?
North Ridge Wealth Advisors, Inc. reported 193 positions worth $177.7M in its Q1 2026 13F filing. Largest positions: DFAC (23.9%), DFAX (8.8%), VGIT (8.3%), EDV (6.1%) and DFIC (5.4%).
What did North Ridge Wealth Advisors, Inc. buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did North Ridge Wealth Advisors, Inc. sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.