North Ridge Wealth Advisors, Inc.

CIK

1974277

Location

BEAVERTON, OR

Portfolio Value

Micro $11,694,556

Diversification

Diversified

Filing Date

Global Rank

#7,686 / 8,232 ▲ 154

Top Industry

Software - Infrastructure 37.6%

3Y Alpha vs SPY

-10.8%

Period ended 2 months ago

Filed May 14, 2026 · 31d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.0%

SPY

+76.3%

Annualised alpha

-10.8%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

35.2%

−8.8 pts

Top 5

54.4%

−6.6 pts

Top 10

68.9%

−4.4 pts

HHI

1,401

Diversified−657

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$4,770,558	15
Financial Services	17.6%	$2,057,934	12
Industrials	16.4%	$1,916,651	19
Healthcare	6.3%	$737,051	10
Consumer Cyclical	5.1%	$600,188	8
Energy	3.2%	$370,352	3
Utilities	3.1%	$365,603	8
Unclassified	3.0%	$345,133	4
Basic Materials	1.8%	$214,051	8
Consumer Defensive	0.9%	$110,357	14
Communication Services	0.9%	$108,814	7
Real Estate	0.8%	$97,864	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+1,012	1,472	$705,382
XOM	Exxon Mobil 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

6 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
EXC	Exelon Corp	111	$5,441
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

110 positions · $11,694,556 total · 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 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	11,105	-668	$4,110,737	−27.8%	35.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,472	+1,012	$705,382	+205.1%	6.03%
BA	Boeing Co Industrials	Reduced	2,797	-100	$556,686	−11.5%	4.76%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,710	0	$503,013	−8.7%	4.30%
ROK	Rockwell Automation, Inc Industrials	Held	1,358	0	$487,359	−7.8%	4.17%
UNH	Unitedhealth Group Inc Healthcare	Held	1,523	0	$412,108	−18.0%	3.52%
MA	Mastercard Inc Financial Services	Held	800	0	$399,728	−12.5%	3.42%
AAPL	Apple Inc. Technology	Reduced	1,280	-137	$324,851	−15.7%	2.78%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	2.42%
SHEL	Shell plc Energy	Held	2,952	0	$274,536	+26.6%	2.35%
TSLA	Tesla, Inc. Consumer Cyclical	Held	650	0	$241,637	−17.3%	2.07%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,000	0	$208,090	−0.3%	1.78%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,150	0	$192,618	+6.4%	1.65%
HON	Honeywell International Inc Industrials	Held	800	0	$180,824	+15.9%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Added	253	+64	$146,026	+25.8%	1.25%
LMT	Lockheed Martin Corp Industrials	Held	227	0	$137,196	+25.0%	1.17%
PNW	Pinnacle West Capital Corp Utilities	Held	1,230	0	$123,922	+13.6%	1.06%
SPY	Spdr S&P 500 ETF Trust	Held	180	0	$117,061	−4.6%	1.00%
MLM	Martin Marietta Materials Inc Basic Materials	Held	188	0	$110,671	−5.5%	0.95%
XEL	Xcel Energy Inc Utilities	Held	1,356	0	$107,720	+7.6%	0.92%
GE	General Electric Co Industrials	Held	375	0	$106,413	−7.9%	0.91%
NTCT	Netscout Systems Inc Technology	Held	3,187	0	$101,314	+17.5%	0.87%
WY	Weyerhaeuser Co Real Estate	Held	3,638	0	$88,876	+3.1%	0.76%
PFE	Pfizer Inc Healthcare	Held	3,123	0	$87,693	+12.8%	0.75%
GEV	GE Vernova Inc. Industrials	Held	93	0	$81,179	+33.6%	0.69%
ALLY	Ally Financial Inc. Financial Services	Held	2,000	0	$78,460	−13.4%	0.67%
XOM	Exxon Mobil Corp Energy	Added	451	+301	$76,516	+323.9%	0.65%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	144	0	$66,699	−3.6%	0.57%
AXP	American Express Co Financial Services	Held	200	0	$60,496	−18.2%	0.52%
JNJ	Johnson & Johnson Healthcare	Held	245	0	$59,887	+18.1%	0.51%
T	At&T Inc. Communication Services	Held	2,000	0	$57,980	+16.7%	0.50%
ED	Consolidated Edison Inc Utilities	Held	500	0	$56,590	+14.0%	0.48%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	3,644	0	$54,842	−23.6%	0.47%
ABBV	AbbVie Inc. Healthcare	Held	247	0	$53,720	−4.8%	0.46%
INTC	Intel Corp Technology	Held	1,200	0	$52,956	+19.6%	0.45%
ABT	Abbott Laboratories Healthcare	Held	500	0	$51,335	−18.1%	0.44%
STT	State Street Corp Financial Services	Held	400	0	$50,624	−1.9%	0.43%
F	Ford Motor Co Consumer Cyclical	Held	4,250	0	$49,045	−12.0%	0.42%
ASML	Asml Holding NV Technology	Held	36	0	$47,549	+23.5%	0.41%
MMM	3M Co Industrials	Held	288	0	$41,826	−9.3%	0.36%
CTVA	Corteva, Inc. Basic Materials	Held	427	0	$35,744	+24.9%	0.31%
COLB	Columbia Banking System, Inc. Financial Services	Held	1,191	0	$32,669	−1.9%	0.28%
BMY	Bristol Myers Squibb Co Healthcare	Held	530	0	$32,144	+12.4%	0.27%
AVA	Avista Corp Utilities	Held	800	0	$32,112	+4.2%	0.27%
ORCL	Oracle Corp Technology	Held	205	0	$30,157	−24.5%	0.26%
TDC	Teradata Corp /De/ Technology	Held	1,000	0	$25,630	−15.8%	0.22%
VZ	Verizon Communications Inc Communication Services	Held	500	0	$25,100	+23.3%	0.21%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	200	0	$25,092	−14.4%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	25	0	$24,910	+15.5%	0.21%
Q	Qnity Electronics, Inc. Technology	Held	212	0	$24,460	+41.3%	0.21%