North Ridge Wealth Advisors, Inc.
CIK 0001974277 · BEAVERTON, OR · Quarter end: 2026-03-31 · Filed on: 2026-05-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$177.7M
2026 Q1
Positions
193
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.2%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
23.9%
DFAX
DIMENSIONAL ETF TRUST
8.8%
VGIT
VANGUARD SCOTTSDALE FDS
8.3%
EDV
VANGUARD WORLD FD
6.1%
DFIC
DIMENSIONAL ETF TRUST
5.4%
VWOB
VANGUARD WHITEHALL FDS
4.8%
DFGR
DIMENSIONAL ETF TRUST
4.7%
VTIP
VANGUARD MALVERN FDS
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.