North Ridge Wealth Advisors, Inc.

CIK

1974277

Location

BEAVERTON, OR

Portfolio Value

Micro $23,355,134

Diversification

Highly concentrated

Filing Date

Global Rank

#8,037 / 8,698 ▲ 63 · as of Mar 2026

Top Industry

Software - Infrastructure 37.6%

3Y Alpha vs SPY

-16.7%

Period ended 5 months ago

Filed May 14, 2026 · 3mo

13 quarters · since Mar 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.6%

SPY

+75.3%

Annualised alpha

-17.2%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

46.8%

+3.4 pts

Top 5

71.9%

−2.8 pts

Top 10

80.1%

−2.5 pts

HHI

2,541

Highly concentrated+43

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.4%	$12,004,564	11
Technology	20.4%	$4,770,558	15
Financial Services	8.8%	$2,057,934	12
Industrials	8.2%	$1,916,651	19
Healthcare	3.2%	$737,051	10
Consumer Cyclical	2.6%	$600,188	8
Energy	1.6%	$370,352	3
Utilities	1.6%	$365,603	8
Basic Materials	0.9%	$214,051	8
Consumer Defensive	0.5%	$110,357	14
Communication Services	0.5%	$109,961	8
Real Estate	0.4%	$97,864	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+10,846	168,157	$10,921,797
VEA	Vanguard FTSE Developed Markets ETF	+2,474	4,049	$259,459
VEU	Vanguard FTSE All-World Ex-US ETF	+1,850	2,750	$206,525
BRK-B	Berkshire Hathaway Inc	+1,012	1,472	$705,382
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
HPQ	Hp Inc	+4	654	$12,563
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
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

8 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	46	$12,845
DUK	Duke Energy CORP	84	$10,998
NVDA	Nvidia Corp	61	$10,638
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
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

118 tracked positions · $23,355,134 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 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	Added	168,157	+10,846	$10,921,797	+6.8%	46.76%
MSFT	Microsoft Corp Technology	Reduced	11,105	-668	$4,110,737	−27.8%	17.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,472	+1,012	$705,382	+205.1%	3.02%
BA	Boeing Co Industrials	Reduced	2,797	-100	$556,686	−11.5%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,710	0	$503,013	−8.7%	2.15%
ROK	Rockwell Automation, Inc Industrials	Held	1,358	0	$487,359	−7.8%	2.09%
UNH	Unitedhealth Group Inc Healthcare	Held	1,523	0	$412,108	−18.0%	1.76%
MA	Mastercard Inc Financial Services	Held	800	0	$399,728	−12.5%	1.71%
AAPL	Apple Inc. Technology	Reduced	1,280	-137	$324,851	−15.7%	1.39%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	1.21%
SHEL	Shell plc Energy	Held	2,952	0	$274,536	+26.6%	1.18%
VEA	Vanguard FTSE Developed Markets ETF	Added	4,049	+2,474	$259,459	+163.7%	1.11%
TSLA	Tesla, Inc. Consumer Cyclical	Held	650	0	$241,637	−17.3%	1.03%
VB	Vanguard Morningstar Small-Cap ETF	Held	915	0	$239,656	+1.5%	1.03%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,000	0	$208,090	−0.3%	0.89%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	2,750	+1,850	$206,525	+212.0%	0.88%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,150	0	$192,618	+6.4%	0.82%
HON	Honeywell International Inc Industrials	Held	800	0	$180,824	+15.9%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Added	253	+64	$146,026	+25.8%	0.63%
LMT	Lockheed Martin Corp Industrials	Held	227	0	$137,196	+25.0%	0.59%
PNW	Pinnacle West Capital Corp Utilities	Held	1,230	0	$123,922	+13.6%	0.53%
SPY	Spdr S&P 500 ETF Trust	Held	180	0	$117,061	−4.6%	0.50%
MLM	Martin Marietta Materials Inc Basic Materials	Held	188	0	$110,671	−5.5%	0.47%
XEL	Xcel Energy Inc Utilities	Held	1,356	0	$107,720	+7.6%	0.46%
GE	General Electric Co Industrials	Held	375	0	$106,413	−7.9%	0.46%
NTCT	Netscout Systems Inc Technology	Held	3,187	0	$101,314	+17.5%	0.43%
WY	Weyerhaeuser Co Real Estate	Held	3,638	0	$88,876	+3.1%	0.38%
PFE	Pfizer Inc Healthcare	Held	3,123	0	$87,693	+12.8%	0.38%
GEV	GE Vernova Inc. Industrials	Held	93	0	$81,179	+33.6%	0.35%
ALLY	Ally Financial Inc. Financial Services	Held	2,000	0	$78,460	−13.4%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Added	451	+301	$76,516	+323.9%	0.33%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	144	0	$66,699	−3.6%	0.29%
AXP	American Express Co Financial Services	Held	200	0	$60,496	−18.2%	0.26%
JNJ	Johnson & Johnson Healthcare	Held	245	0	$59,887	+18.1%	0.26%
T	At&T Inc. Communication Services	Held	2,000	0	$57,980	+16.7%	0.25%
ED	Consolidated Edison Inc Utilities	Held	500	0	$56,590	+14.0%	0.24%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	3,644	0	$54,842	−23.6%	0.23%
ABBV	AbbVie Inc. Healthcare	Held	247	0	$53,720	−4.8%	0.23%
INTC	Intel Corp Technology	Held	1,200	0	$52,956	+19.6%	0.23%
ABT	Abbott Laboratories Healthcare	Held	500	0	$51,335	−18.1%	0.22%
STT	State Street Corp Financial Services	Held	400	0	$50,624	−1.9%	0.22%
F	Ford Motor Co Consumer Cyclical	Held	4,250	0	$49,045	−12.0%	0.21%
ASML	Asml Holding NV Technology	Held	36	0	$47,549	+23.5%	0.20%
MMM	3M Co Industrials	Held	288	0	$41,826	−9.3%	0.18%
CTVA	Corteva, Inc. Basic Materials	Held	427	0	$35,744	+24.9%	0.15%
COLB	Columbia Banking System, Inc. Financial Services	Held	1,191	0	$32,669	−1.9%	0.14%
BMY	Bristol Myers Squibb Co Healthcare	Held	530	0	$32,144	+12.4%	0.14%
AVA	Avista Corp Utilities	Held	800	0	$32,112	+4.2%	0.14%
ORCL	Oracle Corp Technology	Held	205	0	$30,157	−24.5%	0.13%
TDC	Teradata Corp /De/ Technology	Held	1,000	0	$25,630	−15.8%	0.11%

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.