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North Ridge Wealth Advisors, Inc.
North Ridge Wealth Advisors, Inc. is an SEC-registered investment advisory firm headquartered in Beaverton, Oregon, serving individuals and some high-net-worth clients. Founded before 2013 (with SEC records from at least 2011), the firm operates with a small team of 3-4 employees. North Ridge offers general advisory services and investment management, emphasizing compliance and personalized service for U.S.-based investors.
Investment Strategy
North Ridge Wealth Advisors provides discretionary investment management primarily for individuals and high-net-worth clients, allocating assets across diversified portfolios. Their holdings focus on ETFs and mutual funds covering U.S. and international core equities, intermediate-term and extended duration treasuries, and other diversified asset classes. The firm emphasizes tailored portfolio construction and asset allocation based on client objectives and risk tolerance.
Latest 13F Filing Activity
North Ridge Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $163M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, American Centy Etf TR among other positions. North Ridge Wealth Advisors, Inc. reduced exposure to Dimensional Etf Trust, Unitedhealth Group Inc., SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 24.34% | $39.6M | 1,105,705 | $26.67 | $35.84 | +$3.6M |
D DFAX | DIMENSIONAL ETF TRUST | 8.86% | $14.4M | 491,243 | $23.39 | $29.37 | +$1.4M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.09% | $13.2M | 220,167 | $59.68 | $59.81 | +$793.3K |
E EDV | VANGUARD WORLD FD | 5.84% | $9.5M | 141,363 | $83.17 | $67.30 | +$10.2K |
D DFIC | DIMENSIONAL ETF TRUST | 5.38% | $8.8M | 281,561 | $24.53 | $31.09 | +$366.2K |
Industry Allocation
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