North Ridge Wealth Advisors, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001974277 · BEAVERTON, OR

As of Sep 30, 2025, North Ridge Wealth Advisors, Inc. reported 188 positions worth 74.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	1,087,082	$41.9M	23.98%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	477,166	5.0M	8.56%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	232,730	4.0M	7.99%
VANGUARD EXTENDED DURATION TREASURY INDEX FUND	EDV	—	154,673	0.6M	6.06%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	280,648	$9.2M	5.26%
VANGUARD WHITEHALL FUNDS	VWOB	—	125,980	$8.4M	4.82%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	158,637	$8.0M	4.59%
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	—	271,499	$7.4M	4.24%
ISHARES INTERNATIONAL TREASURY BOND ETF	IGOV	—	172,975	$7.4M	4.22%
MICROSOFT CORP	MSFT	Technology	12,792	$6.6M	3.79%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	177,918	$5.7M	3.26%
AVANTIS US EQUITY ETF	AVUS	—	42,260	$4.6M	2.63%
AVANTIS REAL ESTATE ETF	AVRE	—	103,227	$4.6M	2.63%
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	DFNM	—	43,789	$2.1M	1.20%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	26,165	$2.1M	1.18%
VANGUARD GROWTH INDEX FUND	VUG	—	3,935	.9M	1.08%
VANGUARD VALUE INDEX FUND	VTV	—	9,933	.9M	1.06%
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	SCHR	—	65,129	.6M	0.94%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	4,759	.6M	0.89%
DIMENSIONAL ETF TRUST	DFSU	—	30,468	.3M	0.74%
ISHARES GLOBAL REIT ETF	REET	—	43,554	.1M	0.64%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	14,834	.1M	0.61%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	9,988	$750.2K	0.43%
AMERICAN CENTY ETF TR	AVNM	—	9,739	$687.5K	0.39%
BOEING CO	BA	Industrials	2,981	$643.3K	0.37%