StockDriftsStockDriftsTop 50 North Ridge Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.91% | 1.09M | $42.5M | -2.65%(-29.72K) | $26.51(+62.15%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.8% | 460.3K | $15.6M | -7.15%(-35.42K) | $23.10(+58.46%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.26% | 246.6K | $14.7M | +3.14%(+7.52K) | $59.21(-1.00%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 6.15% | 168.2K | $10.9M | +6.89%(+10.85K) | $79.35(-22.54%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.36% | 268.0K | $9.5M | -4.81%(-13.54K) | $23.81(+57.02%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.82% | 130.4K | $8.6M | +0.68%(+883) | $62.45(+5.92%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.7% | 314.6K | $8.4M | +7.25%(+21.27K) | $25.67(+10.04%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.53% | 161.1K | $8.0M | +1.57%(+2.48K) | $47.76(+5.49%) | 2026-03-31 | |
| IGOV | ISHARES TR | 4.41% | 191.0K | $7.8M | +5.64%(+10.19K) | $40.11(+2.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.25% | 167.0K | $5.8M | -6.41%(-11.43K) | $24.00(+63.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.85% | +25.44% | — | — | +25.44% |
| Top 20 Holdings Unweighted | +7.20% | +23.20% | — | — | +23.20% |
North Ridge Wealth Advisors Inc reports $177.73M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (23.9%), DFAX (8.8%) and VGIT (8.3%). The top 20 holdings account for 89.19% of reported assets. Its disclosed equity book has returned +25.44% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from North Ridge Wealth Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1974277). View North Ridge Wealth Advisors Inc’s 13F filings on SEC