North Ridge Wealth Advisors, Inc.

CIK

1974277

Location

BEAVERTON, OR

Portfolio Value

Small $165,310,631

Diversification

Highly concentrated

Filing Date

Global Rank

#6,240 / 8,807 ▲ 49 · as of Mar 2026

Top Industry

Software - Infrastructure 37.5%

Period ended 6 months ago

Filed May 14, 2026 · 5mo

13 quarters · since Mar 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

137 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

53.9%

−0.6 pts

Top 5

82.7%

−0.2 pts

Top 10

94.6%

−0.4 pts

HHI

3,159

Highly concentrated−63

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.1%	$153,941,350	30
Technology	2.9%	$4,770,558	15
Financial Services	1.3%	$2,076,645	12
Industrials	1.2%	$1,916,651	19
Healthcare	0.4%	$737,051	10
Consumer Cyclical	0.4%	$600,188	8
Energy	0.2%	$370,352	3
Utilities	0.2%	$365,603	8
Basic Materials	0.1%	$214,051	8
Consumer Defensive	0.1%	$110,357	14
Communication Services	0.1%	$109,961	8
Real Estate	0.1%	$97,864	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+10,846	168,530	$10,966,772
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,329	249,867	$0
BNDW	Vanguard Total World Bond ETF	+7,520	246,647	$14,687,807
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+2,483	161,104	$8,047,144
VEA	Vanguard FTSE Developed Markets ETF	+2,474	4,049	$259,459
VB	Vanguard Morningstar Small-Cap ETF	+2,307	22,767	$5,130,212
VEU	Vanguard FTSE All-World Ex-US ETF	+1,977	10,623	$564,101
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,678	2,938	$155,598
FNDA	Schwab Fundamental U.S. Small Company ETF	+1,514	68,005	$1,693,950
BRK-B	Berkshire Hathaway Inc	+1,012	1,472	$705,382
VIGI	Vanguard International Dividend Appreciation ETF	+883	130,388	$8,565,187
STT	State Street Corp	+379	779	$69,335
XOM	ExxonMobil Holdings Corp	+301	451	$76,516
NEE	Nextera Energy Inc	+152	172	$15,975
QQQ	Invesco Qqq Trust, Series 1	+64	253	$146,026
DELL	Dell Technologies Inc.	+44	49	$8,042
WMT	Walmart Inc.	+41	86	$10,688
—		+15	327	$15,653
VIG	Vanguard Dividend Appreciation ETF	+8	6,433	$577,809
HPQ	Hp Inc	+4	654	$12,563
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−52,752	2,456,175	$89,049,711
ACSG	American Century Small Cap Growth Insights ETF	−8,807	197,841	$13,382,310
BILZ	PIMCO Ultra Short Government Active ETF	−2,329	5,514	$352,951
FBTC	Fidelity Wise Origin Bitcoin Fund	−960	260	$15,347
MSFT	Microsoft Corp	−668	11,105	$4,110,737
AAPL	Apple Inc.	−137	1,280	$324,851
BA	Boeing Co	−100	2,797	$556,686
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	658	$70,731
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	73	$17,084
CEG	Constellation Energy Corp	46	$12,845
BUFC	AB Conservative Buffer ETF	485	$12,109
DUK	Duke Energy CORP	84	$10,998
NVDA	Nvidia Corp	61	$10,638
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	213	$10,028
BNDX	Vanguard Total International Bond ETF	162	$7,784
EXC	Exelon Corp	111	$5,441
GOOGL	Alphabet Inc.	4	$1,147
VSNT	Versant Media Group, Inc.	6	$222
UPS	United Parcel Service Inc	1	$98
BIV	Vanguard Intermediate-Term Bond ETF	1	$73
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	14	$2,268
AMD	Advanced Micro Devices Inc	10	$2,141
PWR	Quanta Services, Inc.	5	$2,110
OKLO	Oklo Inc.	21	$1,506
META	Meta Platforms, Inc.	1	$660
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $165,310,631 total · filing declares 193 positions · $177,728,779 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	2,456,175	-52,752	$89,049,711	−1.8%	53.87%
BNDW	Vanguard Total World Bond ETF	Added	246,647	+7,520	$14,687,807	+2.5%	8.88%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	197,841	-8,807	$13,382,310	−3.8%	8.10%
EDV	Vanguard World Funds Extended Duration ETF	Added	168,530	+10,846	$10,966,772	+6.8%	6.63%
VIGI	Vanguard International Dividend Appreciation ETF	Added	130,388	+883	$8,565,187	−1.9%	5.18%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	161,104	+2,483	$8,047,144	+2.6%	4.87%
VB	Vanguard Morningstar Small-Cap ETF	Added	22,767	+2,307	$5,130,212	+19.9%	3.10%
MSFT	Microsoft Corp Technology	Reduced	11,105	-668	$4,110,737	−27.8%	2.49%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	68,005	+1,514	$1,693,950	+1.6%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,472	+1,012	$705,382	+205.1%	0.43%
VIG	Vanguard Dividend Appreciation ETF	Added	6,433	+8	$577,809	+0.3%	0.35%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	10,623	+1,977	$564,101	+32.2%	0.34%
BA	Boeing Co Industrials	Reduced	2,797	-100	$556,686	−11.5%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,710	0	$503,013	−8.7%	0.30%
ROK	Rockwell Automation, Inc Industrials	Held	1,358	0	$487,359	−7.8%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Held	1,523	0	$412,108	−18.0%	0.25%
MA	Mastercard Inc Financial Services	Held	800	0	$399,728	−12.5%	0.24%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	5,514	-2,329	$352,951	−30.0%	0.21%
AAPL	Apple Inc. Technology	Reduced	1,280	-137	$324,851	−15.7%	0.20%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	0.17%
SHEL	Shell plc Energy	Held	2,952	0	$274,536	+26.6%	0.17%
VEA	Vanguard FTSE Developed Markets ETF	Added	4,049	+2,474	$259,459	+163.7%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Held	650	0	$241,637	−17.3%	0.15%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,000	0	$208,090	−0.3%	0.13%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,150	0	$192,618	+6.4%	0.12%
HON	Honeywell International Inc Industrials	Held	800	0	$180,824	+15.9%	0.11%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	2,938	+1,678	$155,598	+64.3%	0.09%
QQQ	Invesco Qqq Trust, Series 1	Added	253	+64	$146,026	+25.8%	0.09%
LMT	Lockheed Martin Corp Industrials	Held	227	0	$137,196	+25.0%	0.08%
PNW	Pinnacle West Capital Corp Utilities	Held	1,230	0	$123,922	+13.6%	0.07%
SPY	Spdr S&P 500 ETF Trust	Held	180	0	$117,061	−4.6%	0.07%
MLM	Martin Marietta Materials Inc Basic Materials	Held	188	0	$110,671	−5.5%	0.07%
XEL	Xcel Energy Inc Utilities	Held	1,356	0	$107,720	+7.6%	0.07%
GE	General Electric Co Industrials	Held	375	0	$106,413	−7.9%	0.06%
NTCT	Netscout Systems Inc Technology	Held	3,187	0	$101,314	+17.5%	0.06%
WY	Weyerhaeuser Co Real Estate	Held	3,638	0	$88,876	+3.1%	0.05%
PFE	Pfizer Inc Healthcare	Held	3,123	0	$87,693	+12.8%	0.05%
GEV	GE Vernova Inc. Industrials	Held	93	0	$81,179	+33.6%	0.05%
ALLY	Ally Financial Inc. Financial Services	Held	2,000	0	$78,460	−13.4%	0.05%
XOM	ExxonMobil Holdings Corp Energy	Added	451	+301	$76,516	+323.9%	0.05%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	NEW	658	NEW	$70,731	NEW	0.04%
STT	State Street Corp Financial Services	Added	779	+379	$69,335	+34.4%	0.04%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	144	0	$66,699	−3.6%	0.04%
AXP	American Express Co Financial Services	Held	200	0	$60,496	−18.2%	0.04%
JNJ	Johnson & Johnson Healthcare	Held	245	0	$59,887	+18.1%	0.04%
T	At&T Inc. Communication Services	Held	2,000	0	$57,980	+16.7%	0.04%
ED	Consolidated Edison Inc Utilities	Held	500	0	$56,590	+14.0%	0.03%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	3,644	0	$54,842	−23.6%	0.03%
ABBV	AbbVie Inc. Healthcare	Held	247	0	$53,720	−4.8%	0.03%
INTC	Intel Corp Technology	Held	1,200	0	$52,956	+19.6%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.