North Ridge Wealth Advisors, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $39.6B, Dimensional ETF Tr with a value of $14.4B, Vanguard Intermediate Term Tre with a value of $13.2B, Vanguard Extended Duration Tre with a value of $9.51B, and Dimensional ETF Tr Dimensional with a value of $8.75B.
Examining the 13F form we can see an increase of $13.1B in the current position value, from $150B to 163B.
North Ridge Wealth Advisors, Inc. is based out at Beaverton, OR
Below you can find more details about North Ridge Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$163 Billion
ETFs: $122 Billion
Technology: $6.63 Billion
Industrials: $1.72 Billion
Financial Services: $1.6 Billion
Healthcare: $692 Million
Consumer Cyclical: $584 Million
Utilities: $284 Million
Energy: $226 Million
Other: $522 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
