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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.63 Billion 3.79% of portfolio
12,792
Q3 2025 Added 4.41%
$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%
$512B
$455 Million 0.26% of portfolio
800
Q2 2024 New
$4.3T
$361 Million 0.21% of portfolio
1,417
Q2 2025 Reduced 8.4%
$1.29T
$328 Million 0.19% of portfolio
738
Q2 2025 Reduced 26.42%
$662B
$231 Million 0.13% of portfolio
460
Q1 2025 Reduced 7.63%
$270B
$211 Million 0.12% of portfolio
2,952
Q4 2024 New
$291B
$191 Million 0.11% of portfolio
400
Q4 2024 New
$328B
$113 Million 0.06% of portfolio
375
Q4 2024 New
$522B
$91.8 Million 0.05% of portfolio
495
Q3 2025 Added 102.04%
$228B
$67 Million 0.04% of portfolio
500
Q3 2025 New
$255B
$66.4 Million 0.04% of portfolio
200
Q4 2024 New
$414B
$57.2 Million 0.03% of portfolio
247
Q4 2024 New
$593B
$57.7 Million 0.03% of portfolio
205
Q4 2024 New
$405B
$34.9 Million 0.02% of portfolio
36
Q4 2024 New
$490B
$16.9 Million 0.01% of portfolio
150
Q3 2025 New
$237B
$16.2 Million 0.01% of portfolio
100
Q1 2025 New
$404B
$23.1 Million 0.01% of portfolio
25
Q1 2025 Reduced 50.0%
$279B
$4.64 Million 0.0% of portfolio
45
Q4 2024 New
$317B
$2.52 Million 0.0% of portfolio
30
Q4 2024 New
$306B
$1.99 Million 0.0% of portfolio
30
Q4 2024 New
$258B
$1.67 Million 0.0% of portfolio
10
Q4 2024 New
$346B
$1.54 Million 0.0% of portfolio
10
Q4 2024 New
$1.37T
$655,000 0.0% of portfolio
1
Q4 2024 New
$204B
$2.11 Million 0.0% of portfolio
15
Q4 2024 New
$367B
$6.08 Million 0.0% of portfolio
15
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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