North Ridge Wealth Advisors, Inc.

CIK

1974277

Location

BEAVERTON, OR

Portfolio Value

Micro $600,188

Diversification

Diversified

Filing Date

Global Rank

#8,031 / 8,578 ▼ 4

Top Industry

Software - Infrastructure 37.6%

3Y Alpha vs SPY

-11.5%

Period ended 3 months ago

Filed May 14, 2026 · 32d

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

+31.6%

SPY

+77.5%

Annualised alpha

-11.5%

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

8 positions · $600,188 total · Consumer Cyclical only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Held	650	$241,637	−17.3%	40.26%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,150	$192,618	+6.4%	32.09%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	3,644	$54,842	−23.6%	9.14%
F	Ford Motor Co Consumer Cyclical	Held	4,250	$49,045	−12.0%	8.17%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	200	$25,092	−14.4%	4.18%
M	Macy's, Inc. Consumer Cyclical	Held	1,000	$18,090	−18.0%	3.01%
HOG	Harley-Davidson, Inc. Consumer Cyclical	Held	689	$13,931	−1.3%	2.32%
HD	Home Depot, Inc. Consumer Cyclical	Held	15	$4,933	−4.4%	0.82%