account_balance

Investment manager · 13F filer · SEC CIK 1974277

North Ridge Wealth Advisors, Inc.

Reported value$178Mas of Mar 31, 2026
Positions193
Top 10 weight74.2%DFAC alone is 24%
FiledMay 1444 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
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%
IGOV iShares Tr 4.4%
DFEM Dimensional ETF Trust 3.2%
AVUS American Centy ETF Tr 2.6%
AVRE American Centy ETF Tr 2.5%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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