Q1 2026 13F · SEC CIK 1974277

North Ridge Wealth Advisors, Inc.

Wealth managerFiled 2026-05-14 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.7M
Reported positions: 192
Top holdings a year, 3 yrs: +10.9%
Average holding period: 3.2 yrs

North Ridge Wealth Advisors, Inc. is a wealth manager that reported 192 positions worth $177.7M in its Q1 2026 13F, filed 2026-05-14. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 23.9%), Dimensional World Ex U.s. Core (DFAX, 8.8%), Vanguard Intermediate Treasury ETF (VGIT, 8.3%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

North Ridge Wealth Advisors, Inc. holdings largest 50 of 192 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

North Ridge Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	23.9%	24.9%	1,093,766	-2.6%	$42.5M
DFAXDimensional World Ex U.s. Core	8.8%	9.1%	460,305	-7.1%	$15.6M
VGITVanguard Intermediate Treasury ETF	8.3%	8.0%	246,642	+3.1%	$14.7M
EDVVanguard World Fd	6.1%	5.7%	168,157	+6.9%	$10.9M
DFICDfa Dimensional Intl Core Equit	5.4%	5.4%	268,030	-4.8%	$9.5M
VWOBVanguard Whitehall Fds	4.8%	4.9%	130,388	+0.7%	$8.6M
DFGRDimensional ETF Trust	4.7%	4.3%	314,570	+7.3%	$8.4M
VTIPVanguard Malvern Fds	4.5%	4.4%	161,104	+1.6%	$8.0M
IGOVIshares Tr	4.4%	4.2%	190,980	+5.6%	$7.8M
DFEMDimensional	3.2%	3.3%	166,953	-6.4%	$5.8M
AVUSAvantis U.s. Equity ETF	2.6%	2.6%	40,954	-1.5%	$4.6M
AVREAmerican Centy ETF Tr	2.5%	2.6%	102,837	-2.1%	$4.5M
MSFTMicrosoft Corp	2.3%	3.2%	11,105	-5.7%	$4.1M
DFNMDimensional ETF Trust	1.7%	1.3%	61,775	+29.8%	$3.0M
VTVVanguard Value ETF	1.1%	1.1%	9,933	+0.0%	$1.9M
AVDEAvantis International Equity ETF	1.1%	1.2%	22,055	-15.8%	$1.9M
DFSUDimensional ETF Trust	1.0%	1.0%	42,290	+4.2%	$1.7M
SCHRSchwab Inter Tsy	0.9%	0.9%	67,169	+2.3%	$1.7M
VUGVanguard Indx Fd	0.9%	1.1%	3,813	-2.9%	$1.7M
VTIVanguard Index Fds	0.9%	0.9%	4,980	+7.6%	$1.6M
REETIshares Tr	0.6%	0.6%	42,915	+0.0%	$1.1M
DFUSDimensional ETF Trust	0.6%	0.6%	14,584	+0.0%	$1.0M
VOOVanguard S&p 500 ETF	0.4%	—	1,295	—	$774K
DFSIDimensional ETF Trust	0.4%	0.4%	17,929	+1.4%	$760K
AVNMAmerican Centy ETF Tr	0.4%	0.4%	9,629	-1.2%	$733K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.1%	1,472	+220.0%	$705K
AVEMAmerican Centy ETF Tr	0.4%	0.4%	8,346	-16.5%	$672K
AVSUAmerican Centy ETF Tr	0.3%	0.3%	7,868	+0.0%	$582K
VNQVanguard Real Estate ETF	0.3%	0.3%	6,376	+0.1%	$566K
BABoeing Co	0.3%	0.4%	2,797	-3.5%	$557K
DFSEDimensional ETF Trust	0.3%	0.3%	13,057	-1.0%	$553K
ITOTIshares Total US Stock Market ETF	0.3%	0.3%	3,638	+0.0%	$518K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,710	+0.0%	$503K
ROKRockwell Automation Inc	0.3%	0.3%	1,358	+0.0%	$487K
STIPIshares Tr	0.3%	0.3%	4,498	+0.0%	$465K
UNHUnitedhealth Group Inc Com	0.2%	0.3%	1,523	+0.0%	$412K
MAMastercard Inc.	0.2%	0.3%	800	+0.0%	$400K
EMBIshares Tr	0.2%	0.2%	3,987	+0.0%	$374K
ZROZPimco ETF Tr	0.2%	0.3%	5,514	-29.7%	$353K
AVSDAmerican Centy ETF Tr	0.2%	0.2%	4,787	-0.4%	$353K
AAPLApple Inc	0.2%	0.2%	1,280	-9.7%	$325K
VNQIVanguard Global ex-US Real Estate ETF (V	0.2%	0.2%	7,079	+0.4%	$315K
CATCaterpillar Inc Com	0.2%	0.1%	400	+0.0%	$283K
SHELShell PLC	0.2%	0.1%	2,952	+0.0%	$275K
VEAVanguard Tax-Managed Fds	0.1%	—	4,049	—	$259K
VOVanguard Index Fds	0.1%	0.1%	901	+104.8%	$253K
TSLATesla Inc Com	0.1%	0.2%	650	+0.0%	$242K
VBVanguard Indx Fd	0.1%	0.1%	915	+0.0%	$240K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	1,000	+0.0%	$208K
VEUVanguard FTSE All	0.1%	—	2,750	—	$207K

What North Ridge Wealth Advisors, Inc. bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

BRK-B Berkshire Hathaway Inc Del+220.0% shares
VO Vanguard Index Fds+104.8% shares
DFNM Dimensional ETF Trust+29.8% shares
VTI Vanguard Index Fds+7.6% shares
DFGR Dimensional ETF Trust+7.3% shares
EDV Vanguard World Fd+6.9% shares
IGOV Ishares Tr+5.6% shares

Reduced

ZROZ Pimco ETF Tr-29.7% shares
AVEM American Centy ETF Tr-16.5% shares
AVDE Avantis International Equity ETF-15.8% shares
AAPL Apple Inc-9.7% shares
DFAX Dimensional World Ex U.s. Core-7.1% shares
DFEM Dimensional-6.4% shares
MSFT Microsoft Corp-5.7% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.9% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$177.7M	192
Q4 2025	$178.6M	180
Q3 2025	$174.8M	186
Q2 2025	$162.8M	175
Q1 2025	$149.7M	163
Q4 2024	$144.5M	195
Q3 2024	$147.1M	42
Q2 2024	$131.6M	41
Q1 2024	$128.9M	40
Q4 2023	$120.2M	39
Q3 2023	$102.7M	36
Q2 2023	$104.6M	38

Questions about North Ridge Wealth Advisors, Inc.'s portfolio

What stocks does North Ridge Wealth Advisors, Inc. own?

North Ridge Wealth Advisors, Inc.'s latest 13F, for Q1 2026 and filed May 14, 2026, lists 192 positions worth $177.7M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 23.9%, Dimensional World Ex U.s. Core (DFAX) at 8.8%, Vanguard Intermediate Treasury ETF (VGIT) at 8.3%, Vanguard World Fd (EDV) at 6.1% and Dfa Dimensional Intl Core Equit (DFIC) at 5.4%.

What did North Ridge Wealth Advisors, Inc. buy last quarter?

In Q1 2026, North Ridge Wealth Advisors, Inc. added Berkshire Hathaway Inc Del (BRK-B) (+220.0% shares), Vanguard Index Fds (VO) (+104.8% shares) and Dimensional ETF Trust (DFNM) (+29.8% shares), compared with its Q4 2025 filing.

What did North Ridge Wealth Advisors, Inc. sell last quarter?

In Q1 2026, North Ridge Wealth Advisors, Inc. cut from its top 50 Starbucks Corp Com (SBUX), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Ishares Core Msci Eafe ETF (IEFA), Pimco ETF Tr (ZROZ) (-29.7% shares), American Centy ETF Tr (AVEM) (-16.5% shares) and Avantis International Equity ETF (AVDE) (-15.8% shares), compared with its Q4 2025 filing.

How has North Ridge Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying North Ridge Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.9% against +20.1%.

When is North Ridge Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. North Ridge Wealth Advisors, Inc.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.