North Ridge Wealth Advisors, Inc.
CIK: 0001974277SEC EDGAR →
Portfolio Value
$178.6M
Holdings
181
As of
Q4 2025
New Positions
15
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,123,490 | $44.5M | 24.90% |
| 2 | DIMENSIONAL ETF TRUST | 495,730 | $16.2M | 9.08% |
| 3 | VANGUARD SCOTTSDALE FDS | 239,122 | $14.3M | 8.02% |
| 4 | VANGUARD WORLD FD | 157,311 | $10.2M | 5.72% |
| 5 | DIMENSIONAL ETF TRUST | 281,572 | $9.7M | 5.43% |
| 6 | VANGUARD WHITEHALL FDS | 129,505 | $8.7M | 4.89% |
| 7 | VANGUARD MALVERN FDS | 158,621 | $7.8M | 4.39% |
| 8 | DIMENSIONAL ETF TRUST | 293,297 | $7.7M | 4.34% |
| 9 | ISHARES TR | 180,788 | $7.5M | 4.22% |
| 10 | DIMENSIONAL ETF TRUST | 178,383 | $5.9M | 3.30% |
Quarterly Changes
Top Buys
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $167.3M | 93.7% |
| Technology | 13 | $6.3M | 3.5% |
| Industrials | 18 | $1.8M | 1.0% |
| Healthcare | 10 | $819K | 0.5% |
| Consumer Cyclical | 7 | $647K | 0.4% |
| Unknown | 7 | $637K | 0.4% |
| Utilities | 7 | $350K | 0.2% |
| Energy | 3 | $250K | 0.1% |
| Basic Materials | 9 | $219K | 0.1% |
| Real Estate | 2 | $94K | 0.1% |
| Consumer Defensive | 13 | $79K | 0.0% |
| Communication Services | 6 | $77K | 0.0% |