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 Market Cap. of $10 Billions to $200 Billions
