North Ridge Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on May 14, 2026, North Ridge Wealth Advisors, Inc. disclosed 193 stock positions valued at approximately $177.73M as of quarter-end March 31, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS.
- Report Period
- March 31, 2026
- No. of Stocks
- 193
- Portfolio Value
- $177.73M
Holdings by Sector
North Ridge Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 23.91% | 1,093,766 | -29,724 | -2.65% | $42,503,759 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 8.80% | 460,305 | -35,425 | -7.15% | $15,636,548 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 8.26% | 246,642 | +7,520 | +3.14% | $14,687,509 |
| VANGUARD WORLD FD | EDV | Other | 6.15% | 168,157 | +10,846 | +6.89% | $10,921,846 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.36% | 268,030 | -13,542 | -4.81% | $9,523,092 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 4.82% | 130,388 | +883 | +0.68% | $8,565,193 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 4.70% | 314,570 | +21,273 | +7.25% | $8,361,279 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.53% | 161,104 | +2,483 | +1.57% | $8,047,151 |
| ISHARES TR | IGOV | Other | 4.41% | 190,980 | +10,192 | +5.64% | $7,841,611 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.25% | 166,953 | -11,430 | -6.41% | $5,768,238 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.56% | 40,954 | -621 | -1.49% | $4,553,282 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.55% | 102,837 | -2,202 | -2.10% | $4,526,887 |
| MICROSOFT CORP | MSFT | Technology | 2.31% | 11,105 | -668 | -5.67% | $4,110,800 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.67% | 61,775 | +14,198 | +29.84% | $2,960,879 |
| VANGUARD INDEX FDS | VTV | Other | 1.10% | 9,933 | - | - | $1,948,802 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.05% | 22,055 | -4,128 | -15.77% | $1,871,143 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.98% | 42,290 | +1,724 | +4.25% | $1,737,695 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.94% | 67,169 | +1,515 | +2.31% | $1,673,180 |
| VANGUARD INDEX FDS | VUG | Other | 0.94% | 3,813 | -112 | -2.85% | $1,665,481 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 4,980 | +352 | +7.61% | $1,597,749 |
| ISHARES TR | REET | Other | 0.61% | 42,915 | +6 | +0.01% | $1,079,313 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.58% | 14,584 | - | - | $1,034,152 |
| VANGUARD INDEX FDS | VOO | Other | 0.44% | 1,295 | +1,112 | +607.65% | $773,759 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.43% | 17,929 | +240 | +1.36% | $760,162 |
| AMERICAN CENTY ETF TR | AVNM | Other | 0.41% | 9,629 | -114 | -1.17% | $733,431 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.40% | 1,472 | +1,012 | +220.00% | $705,383 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.38% | 8,346 | -1,655 | -16.55% | $672,481 |
| AMERICAN CENTY ETF TR | AVSU | Other | 0.33% | 7,868 | - | - | $581,631 |
| VANGUARD INDEX FDS | VNQ | Other | 0.32% | 6,376 | +8 | +0.13% | $565,530 |
| BOEING CO | BA | Industrials | 0.31% | 2,797 | -100 | -3.45% | $556,600 |
Showing 30 of 193 holdings in the latest reporting period.