North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About North Ridge Wealth Advisors, Inc.Investment ActivityNorth Ridge Wealth Advisors, Inc. has $162.81 million in total holdings as of June 30, 2025.North Ridge Wealth Advisors, Inc. owns shares of 176 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, North Ridge Wealth Advisors, Inc. has purchased 163 new stocks and bought additional shares in 29 stocks.North Ridge Wealth Advisors, Inc. sold shares of 26 stocks and completely divested from 8 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $39,628,486Dimensional World ex U.S. Core Equity 2 ETF $14,427,815Vanguard Intermediate-Term Treasury ETF $13,168,177Vanguard Extended Duration Treasury ETF $9,513,743Dimensional International Core Equity 2 ETF $8,753,742 Largest New Holdings this Quarter 025072315 - Avantis Responsible Emerging Markets Equity ETF $80,036 Holding78464A854 - SPDR Portfolio S&P 500 ETF $63,271 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $28,581 Holding546347105 - Louisiana-Pacific $25,797 Holding29273V100 - Energy Transfer $18,130 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 8,404 shares (about $847.29K)Vanguard Intermediate-Term Treasury ETF 11,835 shares (about $707.85K)Avantis All International Markets Equity ETF 9,256 shares (about $604.49K)Vanguard Extended Duration Treasury ETF 7,717 shares (about $519.35K)Dimensional U.S. Core Equity 2 ETF 13,261 shares (about $475.27K) Largest Sales this Quarter Dimensional National Municipal Bond ETF 15,046 shares (about $713.63K)Microsoft 1,300 shares (about $646.63K)Dimensional International Core Equity 2 ETF 20,475 shares (about $636.57K)Dimensional World ex U.S. Core Equity 2 ETF 7,743 shares (about $227.41K)Dimensional Emerging Markets Core Equity 2 ETF 4,510 shares (about $133.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Ridge Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$39,628,486$475,274 ▲1.2%1,105,70524.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$14,427,815$227,412 ▼-1.6%491,2438.9%ETFVGITVanguard Intermediate-Term Treasury ETF$13,168,177$707,851 ▲5.7%220,1678.1%ETFEDVVanguard Extended Duration Treasury ETF$9,513,743$519,355 ▲5.8%141,3635.8%ETFDFICDimensional International Core Equity 2 ETF$8,753,742$636,569 ▼-6.8%281,5615.4%ETFVWOBVanguard Emerging Markets Government Bond ETF$8,059,009$193,633 ▲2.5%123,3204.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,620,907$256,881 ▲3.5%151,5994.7%ManufacturingIGOViShares International Treasury Bond ETF$6,994,052$323,379 ▲4.8%162,2754.3%ETFDFGRDimensional Global Real Estate ETF$6,917,976$398,427 ▲6.1%257,8444.2%ETFMSFTMicrosoft$6,094,216$646,628 ▼-9.6%12,2523.7%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$5,201,755$133,857 ▼-2.5%175,2613.2%ETFAVREAvantis Real Estate ETF$4,554,356$13,292 ▲0.3%103,1332.8%ETFAVUSAvantis U.S. Equity ETF$4,371,470$847,294 ▲24.0%43,3592.7%ETFAVDEAvantis International Equity ETF$1,897,096$303,959 ▲19.1%25,6331.2%ETFDFNMDimensional National Municipal Bond ETF$1,786,072$713,632 ▼-28.5%37,6571.1%ETFVTVVanguard Value ETF$1,755,511$6,716 ▼-0.4%9,9331.1%ETFVUGVanguard Growth ETF$1,725,104$28,496 ▼-1.6%3,9351.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,682,9180.0%67,2361.0%ETFVTIVanguard Total Stock Market ETF$1,445,262$78,418 ▲5.7%4,7550.9%ETFDFSUDimensional US Sustainability Core 1 ETF$1,159,506$48,120 ▲4.3%29,5420.7%ETFREETiShares Global REIT ETF$1,062,550$272 ▼0.0%43,0180.7%ETFDFUSDimensional U.S. Equity ETF$974,7390.0%14,5440.6%ETFAVEMAvantis Emerging Markets Equity ETF$660,711$88,894 ▲15.5%9,6400.4%ETFAVNMAvantis All International Markets Equity ETF$636,029$604,486 ▲1,916.4%9,7390.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$634,4180.0%4,6980.4%ETFBABoeing$624,518$38,967 ▲6.7%2,9810.4%AerospaceVNQVanguard Real Estate ETF$563,775$15,319 ▲2.8%6,3300.3%ETFAVSUAvantis Responsible U.S. Equity ETF$562,869$336,830 ▲149.0%8,2050.3%ETFDFSIDimensional International Sustainability Core 1 ETF$552,125$109,755 ▼-16.6%14,0100.3%ETFJPMJPMorgan Chase & Co.$503,2840.0%1,7360.3%FinanceUNHUnitedHealth Group$475,131$112,309 ▼-19.1%1,5230.3%MedicalROKRockwell Automation$468,3600.0%1,4100.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$467,107$103 ▼0.0%4,5390.3%ETFMAMastercard$449,5520.0%8000.3%Business ServicesDFSEDimensional Emerging Markets Sustainability Core 1 ETF$426,412$50,428 ▼-10.6%11,2040.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$401,044$76,597 ▲23.6%4,3300.2%ETFAVSDAvantis Responsible International Equity ETF$334,214$169,370 ▲102.7%4,9470.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$330,723$25,660 ▲8.4%7,1660.2%ETFAAPLApple$290,828$26,681 ▼-8.4%1,4170.2%Computer and TechnologyZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$279,114$85,102 ▲43.9%4,1620.2%ETFTSLATesla$234,434$84,180 ▼-26.4%7380.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$223,3590.0%4600.1%FinanceVBVanguard Small-Cap ETF$216,8370.0%9150.1%ETFSHELShell$207,8510.0%2,9520.1%EnergySBUXStarbucks$197,0050.0%2,1500.1%Retail/WholesalePNCThe PNC Financial Services Group$186,4200.0%1,0000.1%FinanceHONHoneywell International$186,3040.0%8000.1%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$160,699$7,263 ▼-4.3%1,9250.1%ETFCATCaterpillar$155,2840.0%4000.1%IndustrialsVOVanguard Mid-Cap ETF$123,1440.0%4400.1%ETFIVViShares Core S&P 500 ETF$111,9180.0%1800.1%ETFSPYSPDR S&P 500 ETF Trust$111,213$129,131 ▼-53.7%1800.1%FinanceVBKVanguard Small-Cap Growth ETF$110,7760.0%4000.1%ETFPNWPinnacle West Capital$110,0490.0%1,2300.1%UtilitiesDFASDimensional U.S. Small Cap ETF$107,5430.0%1,6880.1%ETFLMTLockheed Martin$105,1330.0%2270.1%AerospaceMLMMartin Marietta Materials$103,2050.0%1880.1%ConstructionGEGE Aerospace$96,5220.0%3750.1%AerospaceWYWeyerhaeuser$93,461$5,626 ▲6.4%3,6380.1%ConstructionXELXcel Energy$92,3470.0%1,3560.1%UtilitiesQQQInvesco QQQ$92,1240.0%1670.1%FinanceVEAVanguard FTSE Developed Markets ETF$85,223$82,658 ▲3,222.2%1,4950.1%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$80,036$80,036 ▲New Holding1,3650.0%ETFFIDELITY WISE ORIGIN BITCOIN$79,986$11,185 ▼-12.3%8510.0%SHSNTCTNetScout Systems$79,0700.0%3,1870.0%Computer and TechnologyALLYAlly Financial$77,9000.0%2,0000.0%FinanceIJRiShares Core S&P Small-Cap ETF$76,5030.0%7000.0%ETFPFEPfizer$75,702$7,272 ▲10.6%3,1230.0%MedicalAXPAmerican Express$63,7960.0%2000.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$63,4540.0%1440.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$63,271$63,271 ▲New Holding8700.0%ETFVEUVanguard FTSE All-World ex-US ETF$60,4980.0%9000.0%ETFESGVVanguard ESG U.S. Stock ETF$58,330$23,025 ▲65.2%5320.0%ETFTAT&T$57,8800.0%2,0000.0%Computer and TechnologyIWBiShares Russell 1000 ETF$50,9360.0%1500.0%ETFEDConsolidated Edison$50,1750.0%5000.0%UtilitiesRIVNRivian Automotive$50,0690.0%3,6440.0%Auto/Tires/TrucksGE VERNOVA INC$49,2110.0%930.0%COMFFord Motor$46,1130.0%4,2500.0%Auto/Tires/TrucksABBVAbbVie$45,8490.0%2470.0%MedicalORCLOracle$44,8200.0%2050.0%Computer and TechnologyMMM3M$43,7690.0%2880.0%Multi-Sector ConglomeratesSTTState Street$42,5360.0%4000.0%FinanceVIGVanguard Dividend Appreciation ETF$37,864$1,228 ▼-3.1%1850.0%ETFJNJJohnson & Johnson$37,4240.0%2450.0%MedicalAVUVAvantis U.S. Small Cap Value ETF$36,4400.0%4000.0%ETFVWOVanguard FTSE Emerging Markets ETF$32,566$25,390 ▲353.8%6580.0%ETFCTVACorteva$31,8250.0%4270.0%Consumer StaplesAVAAvista$30,3600.0%8000.0%UtilitiesDDDuPont de Nemours$29,2880.0%4270.0%Basic MaterialsESGDiShares ESG Aware MSCI EAFE ETF$28,9970.0%3250.0%ManufacturingASMLASML$28,8510.0%360.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$28,581$28,581 ▲New Holding2880.0%FinanceCOLBColumbia Banking System$28,010$164 ▲0.6%1,1980.0%FinanceINTCIntel$26,880$448 ▼-1.6%1,2000.0%Computer and TechnologyLPXLouisiana-Pacific$25,797$25,797 ▲New Holding3000.0%ConstructionCOSTCostco Wholesale$24,7490.0%250.0%Retail/WholesaleBMYBristol Myers Squibb$24,5340.0%5300.0%MedicalCVSCVS Health$23,040$23,040 ▼-50.0%3340.0%MedicalBABAAlibaba Group$22,6820.0%2000.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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