North Ridge Wealth Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 163 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 $36B, Dimensional ETF Tr with a value of $13.1B, Vanguard Intermediate Term Tre with a value of $12.4B, Vanguard Extended Duration Tre with a value of $9.5B, and Dimensional ETF Tr Dimensional with a value of $8.39B.
Examining the 13F form we can see an increase of $5.22B in the current position value, from $144B to 150B.
Also it can be appreciated an additional of 12 stocks purchases and 44 closed positions.
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
$150 Billion
ETFs: $112 Billion
Technology: $5.64 Billion
Financial Services: $1.5 Billion
Industrials: $1.38 Billion
Healthcare: $1.3 Billion
Consumer Cyclical: $608 Million
Utilities: $303 Million
Energy: $216 Million
Other: $508 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
