North Ridge Wealth Advisors, Inc. Portfolio Holdings

North Ridge Wealth Advisors, Inc.

  • $175 Billion
  • Q3 2025

North Ridge Wealth Advisors, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 188 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 $41.9B, Dimensional ETF Tr with a value of $15B, Vanguard Intermediate Term Tre with a value of $14B, Vanguard Extended Duration Tre with a value of $10.6B, and Dimensional ETF Tr Dimensional with a value of $9.2B.

Examining the 13F form we can see an increase of $12B in the current position value, from $163B to 175B.

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 $175 Billion
ETFs: $131 Billion
Technology: $7.27 Billion
Industrials: $1.81 Billion
Financial Services: $1.68 Billion
Healthcare: $881 Million
Consumer Cyclical: $757 Million
Utilities: $302 Million
Energy: $245 Million
Other: $523 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.9 Billion 23.98% of portfolio
1,087,082
Q3 2025 Reduced 1.68%
$0
$15 Billion 8.56% of portfolio
477,166
Q3 2025 Reduced 2.87%
$0
$14 Billion 7.99% of portfolio
232,730
Q3 2025 Added 5.71%
$0
$10.6 Billion 6.06% of portfolio
154,673
Q3 2025 Added 9.42%
$0
$9.2 Billion 5.26% of portfolio
280,648
Q3 2025 Reduced 0.32%
$0
$8.43 Billion 4.82% of portfolio
125,980
Q3 2025 Added 2.16%
$0
$8.03 Billion 4.59% of portfolio
158,637
Q3 2025 Added 4.64%
Dimensional ETF Trust
-
$7.41 Billion 4.24% of portfolio
-
Q3 2025 Added 5.3%
$0
$7.37 Billion 4.22% of portfolio
172,975
Q3 2025 Added 6.59%
$3.78T
$6.63 Billion 3.79% of portfolio
12,792
Q3 2025 Added 4.41%
$0
$5.71 Billion 3.26% of portfolio
177,918
Q3 2025 Added 1.52%
$0
$4.59 Billion 2.63% of portfolio
42,260
Q3 2025 Reduced 2.53%
$0
$4.59 Billion 2.63% of portfolio
103,227
Q3 2025 Added 0.09%
$0
$2.1 Billion 1.2% of portfolio
43,789
Q3 2025 Added 16.28%
$0
$2.06 Billion 1.18% of portfolio
26,165
Q3 2025 Added 2.08%
$0
$1.89 Billion 1.08% of portfolio
3,935
Q2 2025 Reduced 1.63%
$0
$1.64 Billion 0.94% of portfolio
65,129
Q3 2025 Reduced 3.13%
$0
$1.56 Billion 0.89% of portfolio
4,759
Q3 2025 Added 0.08%
-
$1.29 Billion 0.74% of portfolio
-
Q3 2025 Added 3.13%
$0
$1.11 Billion 0.64% of portfolio
43,554
Q3 2025 Added 1.25%
$0
$1.07 Billion 0.61% of portfolio
14,834
Q3 2025 Added 1.99%
$0
$750 Million 0.43% of portfolio
9,988
Q3 2025 Added 3.61%
American Centy ETF Tr
-
$688 Million 0.39% of portfolio
-
Q2 2025 Added 1,916.36%
$114B
$643 Million 0.37% of portfolio
2,981
Q2 2025 Added 6.65%
$0
$602 Million 0.34% of portfolio
8,184
Q3 2025 Reduced 0.26%
$0
$568 Million 0.33% of portfolio
3,903
Q3 2025 Reduced 16.92%
-
$577 Million 0.33% of portfolio
-
Q3 2025 Added 0.55%
$0
$580 Million 0.33% of portfolio
6,341
Q3 2025 Added 0.17%
$881B
$548 Million 0.31% of portfolio
1,736
Q1 2023 New
$300B
$526 Million 0.3% of portfolio
1,523
Q2 2025 Reduced 19.12%
$43.5B
$493 Million 0.28% of portfolio
1,410
Q1 2023 New
$0
$469 Million 0.27% of portfolio
4,540
Q3 2025 Added 0.02%
-
$471 Million 0.27% of portfolio
-
Q3 2025 Added 2.34%
$512B
$455 Million 0.26% of portfolio
800
Q2 2024 New
$0
$438 Million 0.25% of portfolio
6,444
Q3 2025 Added 54.83%
$0
$413 Million 0.24% of portfolio
4,334
Q3 2025 Added 0.09%
$0
$408 Million 0.23% of portfolio
7,634
Q3 2025 New
$4.3T
$361 Million 0.21% of portfolio
1,417
Q2 2025 Reduced 8.4%
$0
$343 Million 0.2% of portfolio
7,180
Q3 2025 Added 0.2%
$0
$347 Million 0.2% of portfolio
4,854
Q3 2025 Reduced 1.88%
$1.29T
$328 Million 0.19% of portfolio
738
Q2 2025 Reduced 26.42%
$0
$289 Million 0.17% of portfolio
431
Q3 2025 Added 139.44%
$0
$288 Million 0.16% of portfolio
433
Q3 2025 Added 140.56%
$0
$280 Million 0.16% of portfolio
458
Q3 2025 New
$97.3B
$245 Million 0.14% of portfolio
2,900
Q3 2025 Added 34.88%
$662B
$231 Million 0.13% of portfolio
460
Q1 2025 Reduced 7.63%
$0
$233 Million 0.13% of portfolio
915
Q3 2024 New
$270B
$211 Million 0.12% of portfolio
2,952
Q4 2024 New
$74.3B
$201 Million 0.11% of portfolio
1,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $175 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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