DOSSIER · 13F-HR · Q1 2026

North Ridge Wealth Advisors, Inc.

North Ridge Wealth's family office based in London, UK $178M in tracked AUM across 193 positions as of Q1 2026.

NR
North Ridge Wealth·London, UK·Family Office
CIK 0001974277 · last filed Mar 31, 2026
Total AUM
$178M
19.4%
vs prior
Holdings
193
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · 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

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