North Ridge Wealth Advisors, Inc.

Est. AUM

$177.7M

13F long equity, this entity only

Positions

193

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$42.5M	1093766	23.92%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$15.6M	460305	8.80%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$14.7M	246642	8.26%	SOLE
4	VANGUARD WORLD FD	EXTENDED DUR	$10.9M	168157	6.15%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$9.5M	268030	5.36%	SOLE
6	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$8.6M	130388	4.82%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$8.4M	314570	4.70%	SOLE
8	VANGUARD MALVERN FDS	STRM INFPROIDX	$8.0M	161104	4.53%	SOLE
9	ISHARES TR	INTL TREA BD ETF	$7.8M	190980	4.41%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.8M	166953	3.25%	SOLE
11	AMERICAN CENTY ETF TR	US EQT ETF	$4.6M	40954	2.56%	SOLE
12	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$4.5M	102837	2.55%	SOLE
13	MICROSOFT CORP	COM	$4.1M	11105	2.31%	SOLE
14	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.0M	61775	1.67%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$1.9M	9933	1.10%	SOLE
16	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.9M	22055	1.05%	SOLE
17	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.7M	42290	0.98%	SOLE
18	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.7M	67169	0.94%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3813	0.94%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4980	0.90%	SOLE
21	ISHARES TR	GLOBAL REIT ETF	$1.1M	42915	0.61%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.0M	14584	0.58%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$774K	1295	0.44%	SOLE
24	DIMENSIONAL ETF TRUST	INTERNATIONAL	$760K	17929	0.43%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$733K	9629	0.41%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$705K	1472	0.40%	SOLE
27	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$672K	8346	0.38%	SOLE
28	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$582K	7868	0.33%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$566K	6376	0.32%	SOLE
30	BOEING CO	COM	$557K	2797	0.31%	SOLE
31	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$553K	13057	0.31%	SOLE
32	ISHARES TR	CORE S&P TTL STK	$518K	3638	0.29%	SOLE
33	JPMORGAN CHASE & CO	COM	$503K	1710	0.28%	SOLE
34	ROCKWELL AUTOMATION INC	COM	$487K	1358	0.27%	SOLE
35	ISHARES TR	0-5 YR TIPS ETF	$465K	4498	0.26%	SOLE
36	UNITEDHEALTH GROUP INC	COM	$412K	1523	0.23%	SOLE
37	MASTERCARD INCORPORATED	CL A	$400K	800	0.23%	SOLE
38	ISHARES TR	JPMORGAN USD EMG	$374K	3987	0.21%	SOLE
39	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$353K	4787	0.20%	SOLE
40	PIMCO ETF TR	25YR+ ZERO U S	$353K	5514	0.20%	SOLE
41	APPLE INC	COM	$325K	1280	0.18%	SOLE
42	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$315K	7079	0.18%	SOLE
43	CATERPILLAR INC	COM	$283K	400	0.16%	SOLE
44	SHELL PLC	SPON ADS	$275K	2952	0.15%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$259K	4049	0.15%	SOLE
46	VANGUARD INDEX FDS	MID CAP ETF	$253K	901	0.14%	SOLE
47	TESLA INC	COM	$242K	650	0.14%	SOLE
48	VANGUARD INDEX FDS	SMALL CP ETF	$240K	915	0.14%	SOLE
49	PNC FINL SVCS GROUP INC	COM	$208K	1000	0.12%	SOLE
50	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$207K	2750	0.12%	SOLE

1–50 of 193

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.