13F Insight
DOSSIER · 13F-HR · Q1 2026

North Ridge Wealth Advisors, Inc.

$178M in tracked AUM across 193 positions as of Q1 2026.

NR
CIK 0001974277 · last filed Mar 31, 2026
Total AUM
$178M
as of Q1 2026
Holdings
193
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

North Ridge Wealth Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$43M1.1M23.9%02
DFAX
DIMENSIONAL ETF TRUST
$16M460K8.8%03
VGIT
VANGUARD SCOTTSDALE FDS
$15M247K8.3%04
EDV
VANGUARD WORLD FD
$11M168K6.1%05
DFIC
DIMENSIONAL ETF TRUST
$10M268K5.4%06
VWOB
VANGUARD WHITEHALL FDS
$9M130K4.8%07
DFGR
DIMENSIONAL ETF TRUST
$8M315K4.7%08
VTIP
VANGUARD MALVERN FDS
$8M161K4.5%09
IGOV
ISHARES TR
$8M191K4.4%10
DFEM
DIMENSIONAL ETF TRUST
$6M167K3.2%

Filing history

2026Q1Mar 31
$178M▼ 0.5%
193 positionsView →2025Q4Dec 31
$179M▲ 2.2%
181 positionsView →2025Q3Sep 30
$175M▲ 7.4%
188 positionsView →2025Q2Jun 30
$163M▲ 77.6%
176 positionsLocked2025Q1Mar 31
$92M▲ 4.0%
73 positionsLocked2024Q4Dec 31
$88M▼ 40.1%
90 positionsLocked2024Q3Sep 30
$147M▲ 11.7%
42 positionsLocked2024Q2Jun 30
$132M▲ 2.1%
41 positionsLocked2024Q1Mar 31
$129M▲ 7.3%
40 positionsLocked2023Q4Dec 31
$120M▲ 17.0%
39 positionsLocked2023Q3Sep 30
$103M▼ 1.9%
36 positionsLocked2023Q2Jun 30
$105M▲ 4.7%
38 positionsLocked
Showing 12 of 13