North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About North Ridge Wealth Advisors, Inc.

Investment Activity

North Ridge Wealth Advisors, Inc. has $177.73 million in total holdings as of June 30, 2025.
North Ridge Wealth Advisors, Inc. owns shares of 193 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 3.02% of the portfolio was purchased this quarter.
About 2.53% of the portfolio was sold this quarter.
This quarter, North Ridge Wealth Advisors, Inc. has purchased 181 new stocks and bought additional shares in 34 stocks.
North Ridge Wealth Advisors, Inc. sold shares of 21 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $42,503,759
Dimensional World ex U.S. Core Equity 2 ETF: $15,636,548
Vanguard Intermediate-Term Treasury ETF: $14,687,509
Vanguard Extended Duration Treasury ETF: $10,921,846
Dimensional International Core Equity 2 ETF: $9,523,092

Largest New Holdings this Quarter

78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF: $50,976 Holding
46432F339 - iShares MSCI USA Quality Factor ETF: $42,849 Holding
921932778 - Vanguard S&P Small-Cap 600 Value ETF: $36,275 Holding
921932885 - Vanguard S&P Mid-Cap 400 ETF: $34,366 Holding
81369Y605 - Financial Select Sector SPDR Fund: $18,693 Holding

Largest Purchases this Quarter

Vanguard Extended Duration Treasury ETF: 10,846 shares (about $704.45K)
Dimensional National Municipal Bond ETF: 14,198 shares (about $680.51K)
Vanguard S&P 500 ETF: 1,112 shares (about $664.42K)
Dimensional Global Real Estate ETF: 21,273 shares (about $565.44K)
Berkshire Hathaway: 1,012 shares (about $484.95K)

Largest Sales this Quarter

Dimensional World ex U.S. Core Equity 2 ETF: 35,425 shares (about $1.20M)
Dimensional U.S. Core Equity 2 ETF: 29,724 shares (about $1.16M)
Dimensional International Core Equity 2 ETF: 13,542 shares (about $481.15K)
Dimensional Emerging Markets Core Equity 2 ETF: 11,430 shares (about $394.91K)
Avantis International Equity ETF: 4,128 shares (about $350.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$42,503,759	$1,155,075 â–¼	-2.6%	1,093,766	23.9%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$15,636,548	$1,203,386 â–¼	-7.1%	460,305	8.8%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$14,687,509	$447,815 â–²	3.1%	246,642	8.3%	ETF
EDV Vanguard Extended Duration Treasury ETF	$10,921,846	$704,451 â–²	6.9%	168,157	6.1%	ETF
DFIC Dimensional International Core Equity 2 ETF	$9,523,092	$481,147 â–¼	-4.8%	268,030	5.4%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$8,565,193	$58,004 â–²	0.7%	130,388	4.8%	ETF
DFGR Dimensional Global Real Estate ETF	$8,361,279	$565,437 â–²	7.3%	314,570	4.7%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$8,047,151	$124,026 â–²	1.6%	161,104	4.5%	Manufacturing
IGOV iShares International Treasury Bond ETF	$7,841,611	$418,482 â–²	5.6%	190,980	4.4%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$5,768,238	$394,907 â–¼	-6.4%	166,953	3.2%	ETF
AVUS Avantis U.S. Equity ETF	$4,553,282	$69,043 â–¼	-1.5%	40,954	2.6%	ETF
AVRE Avantis Real Estate ETF	$4,526,887	$96,932 â–¼	-2.1%	102,837	2.5%	ETF
MSFT Microsoft	$4,110,800	$247,277 â–¼	-5.7%	11,105	2.3%	Computer and Technology
DFNM Dimensional National Municipal Bond ETF	$2,960,879	$680,511 â–²	29.8%	61,775	1.7%	ETF
VTV Vanguard Value ETF	$1,948,802		0.0%	9,933	1.1%	ETF
AVDE Avantis International Equity ETF	$1,871,143	$350,219 â–¼	-15.8%	22,055	1.1%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$1,737,695	$70,839 â–²	4.2%	42,290	1.0%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$1,673,180	$37,739 â–²	2.3%	67,169	0.9%	ETF
VUG Vanguard Growth ETF	$1,665,481	$48,921 â–¼	-2.9%	3,813	0.9%	ETF
VTI Vanguard Total Stock Market ETF	$1,597,749	$112,933 â–²	7.6%	4,980	0.9%	ETF
REET iShares Global REIT ETF	$1,079,313	$151 â–²	0.0%	42,915	0.6%	ETF
DFUS Dimensional U.S. Equity ETF	$1,034,152		0.0%	14,584	0.6%	ETF
VOO Vanguard S&P 500 ETF	$773,759	$664,417 â–²	607.7%	1,295	0.4%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$760,162	$10,176 â–²	1.4%	17,929	0.4%	ETF
AVNM Avantis All International Markets Equity ETF	$733,431	$8,683 â–¼	-1.2%	9,629	0.4%	ETF
BRK.B Berkshire Hathaway	$705,383	$484,951 â–²	220.0%	1,472	0.4%	Finance
AVEM Avantis Emerging Markets Equity ETF	$672,481	$133,352 â–¼	-16.5%	8,346	0.4%	ETF
AVSU Avantis Responsible U.S. Equity ETF	$581,631		0.0%	7,868	0.3%	ETF
VNQ Vanguard Real Estate ETF	$565,530	$710 â–²	0.1%	6,376	0.3%	ETF
BA Boeing	$556,600	$19,900 â–¼	-3.5%	2,797	0.3%	Aerospace
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$553,210	$5,466 â–¼	-1.0%	13,057	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$518,161		0.0%	3,638	0.3%	ETF
JPM JPMorgan Chase & Co.	$503,014		0.0%	1,710	0.3%	Finance
ROK Rockwell Automation	$487,360		0.0%	1,358	0.3%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$465,301	$103 â–²	0.0%	4,498	0.3%	ETF
UNH UnitedHealth Group	$412,109		0.0%	1,523	0.2%	Medical
MA Mastercard	$399,728		0.0%	800	0.2%	Business Services
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$374,469		0.0%	3,987	0.2%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$352,982	$149,092 â–¼	-29.7%	5,514	0.2%	ETF
AVSD Avantis Responsible International Equity ETF	$352,550	$1,252 â–¼	-0.4%	4,787	0.2%	ETF
AAPL Apple	$324,968	$34,782 â–¼	-9.7%	1,280	0.2%	Computer and Technology
VNQI Vanguard Global ex-U.S. Real Estate ETF	$314,652	$1,245 â–²	0.4%	7,079	0.2%	ETF
CAT Caterpillar	$283,384		0.0%	400	0.2%	Industrials
SHEL Shell	$274,536		0.0%	2,952	0.2%	Energy
VEA Vanguard FTSE Developed Markets ETF	$259,475	$158,543 â–²	157.1%	4,049	0.1%	ETF
VO Vanguard Mid-Cap ETF	$253,242	$129,572 â–²	104.8%	901	0.1%	ETF
TSLA Tesla	$241,638		0.0%	650	0.1%	Auto/Tires/Trucks
VB Vanguard Small-Cap ETF	$239,657		0.0%	915	0.1%	ETF
PNC The PNC Financial Services Group	$208,090		0.0%	1,000	0.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$206,541	$138,946 â–²	205.6%	2,750	0.1%	ETF
SBUX Starbucks	$192,619		0.0%	2,150	0.1%	Retail/Wholesale
HON Honeywell International	$180,824		0.0%	800	0.1%	Multi-Sector Conglomerates
IVV iShares Core S&P 500 ETF	$154,389	$36,635 â–²	31.1%	236	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$147,293	$6,790 â–¼	-4.4%	1,627	0.1%	ETF
QQQ Invesco QQQ	$146,303	$37,009 â–²	33.9%	253	0.1%	Finance
LMT Lockheed Martin	$137,197		0.0%	227	0.1%	Aerospace
PNW Pinnacle West Capital	$123,923		0.0%	1,230	0.1%	Utilities
VBK Vanguard Small-Cap Growth ETF	$120,900		0.0%	400	0.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$120,068		0.0%	1,688	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$117,081		0.0%	180	0.1%	Finance
MLM Martin Marietta Materials	$110,672		0.0%	188	0.1%	Construction
XEL Xcel Energy	$107,725		0.0%	1,356	0.1%	Utilities
GE GE Aerospace	$106,414		0.0%	375	0.1%	Aerospace
NTCT NetScout Systems	$101,315		0.0%	3,187	0.1%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$91,215	$16,605 â–²	22.3%	1,192	0.1%	ETF
AVSE Avantis Responsible Emerging Markets Equity ETF	$90,875		0.0%	1,365	0.1%	ETF
DIMENSIONAL ETF TRUST	$90,602	$4,648 â–²	5.4%	1,228	0.1%	WORLD EQUITY ETF
WY Weyerhaeuser	$88,877		0.0%	3,638	0.1%	Construction
PFE Pfizer	$87,694		0.0%	3,123	0.0%	Medical
IJR iShares Core S&P Small-Cap ETF	$87,017		0.0%	700	0.0%	ETF
GE VERNOVA INC	$81,180		0.0%	93	0.0%	COM
ALLY Ally Financial	$78,460		0.0%	2,000	0.0%	Finance
XOM ExxonMobil	$76,464	$51,033 â–²	200.7%	451	0.0%	Energy
DIA SPDR Dow Jones Industrial Average ETF Trust	$66,700		0.0%	144	0.0%	Finance
AXP American Express	$60,496		0.0%	200	0.0%	Finance
JNJ Johnson & Johnson	$59,888		0.0%	245	0.0%	Medical
VBR Vanguard Small-Cap Value ETF	$58,323	$55,276 â–²	1,814.3%	268	0.0%	ETF
T AT&T	$57,980		0.0%	2,000	0.0%	Computer and Technology
ED Consolidated Edison	$56,590		0.0%	500	0.0%	Utilities
RIVN Rivian Automotive	$54,843		0.0%	3,644	0.0%	Auto/Tires/Trucks
ABBV AbbVie	$53,721		0.0%	247	0.0%	Medical
IWB iShares Russell 1000 ETF	$53,484		0.0%	150	0.0%	ETF
INTC Intel	$52,956		0.0%	1,200	0.0%	Computer and Technology
ABT Abbott Laboratories	$51,335		0.0%	500	0.0%	Medical
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$50,976	$50,976 â–²	New Holding	1,520	0.0%	ETF
STT State Street	$50,624		0.0%	400	0.0%	Finance
F Ford Motor	$49,045		0.0%	4,250	0.0%	Auto/Tires/Trucks
ASML ASML	$47,550		0.0%	36	0.0%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$47,298	$43,249 â–²	1,068.2%	257	0.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$42,849	$42,849 â–²	New Holding	223	0.0%	ETF
MMM 3M	$41,754		0.0%	288	0.0%	Multi-Sector Conglomerates
VWO Vanguard FTSE Emerging Markets ETF	$38,629	$4,816 â–²	14.2%	794	0.0%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$36,275	$36,275 â–²	New Holding	357	0.0%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$36,151		0.0%	322	0.0%	ETF
CTVA Corteva	$35,745		0.0%	427	0.0%	Consumer Staples
IVOO Vanguard S&P Mid-Cap 400 ETF	$34,366	$34,366 â–²	New Holding	301	0.0%	ETF
COLB Columbia Banking System	$32,670		0.0%	1,191	0.0%	Finance
BMY Bristol Myers Squibb	$32,145		0.0%	530	0.0%	Medical
AVA Avista	$32,112		0.0%	800	0.0%	Utilities
ESGD iShares ESG Aware MSCI EAFE ETF	$31,077		0.0%	325	0.0%	Manufacturing

Showing largest 100 holdings. View all holdings.

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North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About North Ridge Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About North Ridge Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNorth Ridge Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools