North Ridge Wealth Advisors

BEAVERTON, ORfiles as North Ridge Wealth Advisors, Inc.

$178m in 193 US stocks at the end of 31 March 2026. The top 10 are 74.2% of the money. It changed about 3.3% of the portfolio this quarter.

Value

$178m

Stocks

193

Top 10 share

74.2%

Turnover

3.3%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustSPIB
<0.1% of the fund
Ishares TRQUAL
<0.1% of the fund
Vanguard Admiral FDSVIOV
<0.1% of the fund
Vanguard Admiral FDSIVOO
<0.1% of the fund
Select Sector Spdr TRXLF
<0.1% of the fund
First TR Exchange-Traded FDFDN
<0.1% of the fund
Constellation EnergyCEG
<0.1% of the fund
AB Active EtfsCAM
<0.1% of the fund
Duke EnergyDUK
<0.1% of the fund
NvidiaNVDA
<0.1% of the fund
J P Morgan Exchange Traded FJCPB
<0.1% of the fund
Vanguard Charlotte FDSBNDX
<0.1% of the fund
ExelonEXC
<0.1% of the fund
Vanguard Index FDSVV
<0.1% of the fund
AlphabetGOOG
<0.1% of the fund
Versant Media GroupVSNT
<0.1% of the fund
Ishares TRIAGG
<0.1% of the fund
United Parcel ServiceUPS
<0.1% of the fund
Vanguard BD Index FDSBND
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSVGIT
8.3% of the fund
+3%
Vanguard World FDEDV
6.1% of the fund
+7%
Dimensional ETF TrustDFGR
4.7% of the fund
+7%
Ishares TRIGOV
4.4% of the fund
+6%
Dimensional ETF TrustDFNM
1.7% of the fund
+30%
Dimensional ETF TrustDFSU
1.0% of the fund
+4%
Schwab Strategic TRSCHR
0.9% of the fund
+2%
Vanguard Index FDSVTI
0.9% of the fund
+8%
Vanguard Index FDSVOO
0.4% of the fund
+608%
Berkshire HathawayBRK-B
0.4% of the fund
+220%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
+157%
Vanguard Index FDSVO
0.1% of the fund
+105%
Vanguard Intl Equity Index FVEU
0.1% of the fund
+206%
Ishares TRIVV
<0.1% of the fund
+31%
Invesco QQQ TRQQQ
<0.1% of the fund
+34%
Spdr Series TrustSPYM
<0.1% of the fund
+22%
Dimensional World EquityDFAW
<0.1% of the fund
+5%
ExxonMobil HoldingsXOM
<0.1% of the fund
+201%
Vanguard Index FDSVBR
<0.1% of the fund
+1814%
Vanguard Index FDSVOE
<0.1% of the fund
+1068%
Vanguard Intl Equity Index FVWO
<0.1% of the fund
+14%
NextEra EnergyNEE
<0.1% of the fund
+760%
Spdr Series TrustSPSM
<0.1% of the fund
+7%
WalmartWMT
<0.1% of the fund
+91%
Dell TechnologiesDELL
<0.1% of the fund
+880%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAC
23.9% of the fund
-3%
Dimensional ETF TrustDFAX
8.8% of the fund
-7%
Dimensional ETF TrustDFIC
5.4% of the fund
-5%
Dimensional ETF TrustDFEM
3.2% of the fund
-6%
American Centy ETF TRAVRE
2.5% of the fund
-2%
MicrosoftMSFT
2.3% of the fund
-6%
American Centy ETF TRAVDE
1.1% of the fund
-16%
Vanguard Index FDSVUG
0.9% of the fund
-3%
American Centy ETF TRAVEM
0.4% of the fund
-17%
BoeingBA
0.3% of the fund
-3%
Pimco ETF TRZROZ
0.2% of the fund
-30%
AppleAAPL
0.2% of the fund
-10%
Ishares TRIEFA
<0.1% of the fund
-4%
Ishares TRAGG
<0.1% of the fund
-21%
Fidelity Wise Origin BitcoinFBTC
<0.1% of the fund
-79%
Spdr Series TrustSPMD
<0.1% of the fund
-21%
Spdr Series TrustTFI
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

American Centy ETF TRAVGE
-100%
Schwab Strategic TRSCHX
-100%
Vertiv HoldingsVRT
-100%
Advanced Micro DevicesAMD
-100%
Quanta ServicesPWR
-100%
OkloOKLO
-100%
Meta PlatformsMETA
-100%

Holdings

Dimensional ETF TrustDFAC
Share
23.9%
Value
$43m
Shares
1,093,766
-3%
Dimensional ETF TrustDFAX
Share
8.8%
Value
$16m
Shares
460,305
-7%
Vanguard Scottsdale FDSVGIT
Share
8.3%
Value
$15m
Shares
246,642
+3%
Vanguard World FDEDV
Share
6.1%
Value
$11m
Shares
168,157
+7%
Dimensional ETF TrustDFIC
Share
5.4%
Value
$10m
Shares
268,030
-5%
Vanguard Whitehall FDSVWOB
Share
4.8%
Value
$9m
Shares
130,388
Held
Dimensional ETF TrustDFGR
Share
4.7%
Value
$8m
Shares
314,570
+7%
Vanguard Malvern FDSVTIP
Share
4.5%
Value
$8m
Shares
161,104
Held
Ishares TRIGOV
Share
4.4%
Value
$8m
Shares
190,980
+6%
Dimensional ETF TrustDFEM
Share
3.2%
Value
$6m
Shares
166,953
-6%
American Centy ETF TRAVUS
Share
2.6%
Value
$5m
Shares
40,954
Held
American Centy ETF TRAVRE
Share
2.5%
Value
$5m
Shares
102,837
-2%
MicrosoftMSFT
Share
2.3%
Value
$4m
Shares
11,105
-6%
Dimensional ETF TrustDFNM
Share
1.7%
Value
$3m
Shares
61,775
+30%
Vanguard Index FDSVTV
Share
1.1%
Value
$2m
Shares
9,933
Held
American Centy ETF TRAVDE
Share
1.1%
Value
$2m
Shares
22,055
-16%
Dimensional ETF TrustDFSU
Share
1.0%
Value
$2m
Shares
42,290
+4%
Schwab Strategic TRSCHR
Share
0.9%
Value
$2m
Shares
67,169
+2%
Vanguard Index FDSVUG
Share
0.9%
Value
$2m
Shares
3,813
-3%
Vanguard Index FDSVTI
Share
0.9%
Value
$2m
Shares
4,980
+8%
Ishares TRREET
Share
0.6%
Value
$1m
Shares
42,915
Held
Dimensional ETF TrustDFUS
Share
0.6%
Value
$1m
Shares
14,584
Held
Vanguard Index FDSVOO
Share
0.4%
Value
$773,759
Shares
1,295
+608%
Dimensional ETF TrustDFSI
Share
0.4%
Value
$760,162
Shares
17,929
Held
American Centy ETF TRAVNM
Share
0.4%
Value
$733,431
Shares
9,629
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$705,383
Shares
1,472
+220%
American Centy ETF TRAVEM
Share
0.4%
Value
$672,481
Shares
8,346
-17%
American Centy ETF TRAVSU
Share
0.3%
Value
$581,631
Shares
7,868
Held
Vanguard Index FDSVNQ
Share
0.3%
Value
$565,530
Shares
6,376
Held
BoeingBA
Share
0.3%
Value
$556,600
Shares
2,797
-3%
Dimensional ETF TrustDFSE
Share
0.3%
Value
$553,210
Shares
13,057
Held
Ishares TRITOT
Share
0.3%
Value
$518,161
Shares
3,638
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$503,014
Shares
1,710
Held
Rockwell AutomationROK
Share
0.3%
Value
$487,360
Shares
1,358
Held
Ishares TRSTIP
Share
0.3%
Value
$465,301
Shares
4,498
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$412,109
Shares
1,523
Held
MastercardMA
Share
0.2%
Value
$399,728
Shares
800
Held
Ishares TREMB
Share
0.2%
Value
$374,469
Shares
3,987
Held
Pimco ETF TRZROZ
Share
0.2%
Value
$352,982
Shares
5,514
-30%
American Centy ETF TRAVSD
Share
0.2%
Value
$352,550
Shares
4,787
Held
AppleAAPL
Share
0.2%
Value
$324,968
Shares
1,280
-10%
Vanguard Intl Equity Index FVNQI
Share
0.2%
Value
$314,652
Shares
7,079
Held
CaterpillarCAT
Share
0.2%
Value
$283,384
Shares
400
Held
ShellSHEL
Share
0.2%
Value
$274,536
Shares
2,952
Held
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$259,475
Shares
4,049
+157%
Vanguard Index FDSVO
Share
0.1%
Value
$253,242
Shares
901
+105%
TeslaTSLA
Share
0.1%
Value
$241,638
Shares
650
Held
Vanguard Index FDSVB
Share
0.1%
Value
$239,657
Shares
915
Held
PNC Financial Services GroupPNC
Share
0.1%
Value
$208,090
Shares
1,000
Held
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$206,541
Shares
2,750
+206%
StarbucksSBUX
Share
0.1%
Value
$192,619
Shares
2,150
Held
Honeywell InternationalHON
Share
0.1%
Value
$180,824
Shares
800
Held
Ishares TRIVV
Share
<0.1%
Value
$154,389
Shares
236
+31%
Ishares TRIEFA
Share
<0.1%
Value
$147,293
Shares
1,627
-4%
Invesco QQQ TRQQQ
Share
<0.1%
Value
$146,303
Shares
253
+34%
Lockheed MartinLMT
Share
<0.1%
Value
$137,197
Shares
227
Held
Pinnacle West CapitalPNW
Share
<0.1%
Value
$123,923
Shares
1,230
Held
Vanguard Index FDSVBK
Share
<0.1%
Value
$120,900
Shares
400
Held
Dimensional ETF TrustDFAS
Share
<0.1%
Value
$120,068
Shares
1,688
Held
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$117,081
Shares
180
Held
Martin Marietta MaterialsMLM
Share
<0.1%
Value
$110,672
Shares
188
Held
Xcel EnergyXEL
Share
<0.1%
Value
$107,725
Shares
1,356
Held
General ElectricGE
Share
<0.1%
Value
$106,414
Shares
375
Held
Netscout SystemsNTCT
Share
<0.1%
Value
$101,315
Shares
3,187
Held
Spdr Series TrustSPYM
Share
<0.1%
Value
$91,215
Shares
1,192
+22%
American Centy ETF TRAVSE
Share
<0.1%
Value
$90,875
Shares
1,365
Held
Dimensional World EquityDFAW
Share
<0.1%
Value
$90,602
Shares
1,228
+5%
WeyerhaeuserWY
Share
<0.1%
Value
$88,877
Shares
3,638
Held
PfizerPFE
Share
<0.1%
Value
$87,694
Shares
3,123
Held
Ishares TRIJR
Share
<0.1%
Value
$87,017
Shares
700
Held
GE VernovaGEV
Share
<0.1%
Value
$81,180
Shares
93
Held
Ally FinancialALLY
Share
<0.1%
Value
$78,460
Shares
2,000
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$76,464
Shares
451
+201%
State STR Spdr DOW Jones INDDIA
Share
<0.1%
Value
$66,700
Shares
144
Held
American ExpressAXP
Share
<0.1%
Value
$60,496
Shares
200
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$59,888
Shares
245
Held
Vanguard Index FDSVBR
Share
<0.1%
Value
$58,323
Shares
268
+1814%
AT&TT
Share
<0.1%
Value
$57,980
Shares
2,000
Held
Consolidated EdisonED
Share
<0.1%
Value
$56,590
Shares
500
Held
Rivian AutomotiveRIVN
Share
<0.1%
Value
$54,843
Shares
3,644
Held
AbbVieABBV
Share
<0.1%
Value
$53,721
Shares
247
Held
Ishares TRIWB
Share
<0.1%
Value
$53,484
Shares
150
Held
IntelINTC
Share
<0.1%
Value
$52,956
Shares
1,200
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$51,335
Shares
500
Held
Spdr Series TrustSPIB
Share
<0.1%
Value
$50,976
Shares
1,520
New
State StreetSTT
Share
<0.1%
Value
$50,624
Shares
400
Held
Ford MotorF
Share
<0.1%
Value
$49,045
Shares
4,250
Held
ASML Holding NVASML
Share
<0.1%
Value
$47,550
Shares
36
Held
Vanguard Index FDSVOE
Share
<0.1%
Value
$47,298
Shares
257
+1068%
Ishares TRQUAL
Share
<0.1%
Value
$42,849
Shares
223
New
3MMMM
Share
<0.1%
Value
$41,754
Shares
288
Held
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$38,629
Shares
794
+14%
Vanguard Admiral FDSVIOV
Share
<0.1%
Value
$36,275
Shares
357
New
Vanguard World FDESGV
Share
<0.1%
Value
$36,151
Shares
322
Held
CortevaCTVA
Share
<0.1%
Value
$35,745
Shares
427
Held
Vanguard Admiral FDSIVOO
Share
<0.1%
Value
$34,366
Shares
301
New
Columbia Banking SystemCOLB
Share
<0.1%
Value
$32,670
Shares
1,191
Held
Bristol-Myers SquibbBMY
Share
<0.1%
Value
$32,145
Shares
530
Held
AvistaAVA
Share
<0.1%
Value
$32,112
Shares
800
Held
Ishares TRESGD
Share
<0.1%
Value
$31,077
Shares
325
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	23.9%	$43m	1,093,766	-3%
Dimensional ETF TrustDFAX	8.8%	$16m	460,305	-7%
Vanguard Scottsdale FDSVGIT	8.3%	$15m	246,642	+3%
Vanguard World FDEDV	6.1%	$11m	168,157	+7%
Dimensional ETF TrustDFIC	5.4%	$10m	268,030	-5%
Vanguard Whitehall FDSVWOB	4.8%	$9m	130,388	Held
Dimensional ETF TrustDFGR	4.7%	$8m	314,570	+7%
Vanguard Malvern FDSVTIP	4.5%	$8m	161,104	Held
Ishares TRIGOV	4.4%	$8m	190,980	+6%
Dimensional ETF TrustDFEM	3.2%	$6m	166,953	-6%
American Centy ETF TRAVUS	2.6%	$5m	40,954	Held
American Centy ETF TRAVRE	2.5%	$5m	102,837	-2%
MicrosoftMSFT	2.3%	$4m	11,105	-6%
Dimensional ETF TrustDFNM	1.7%	$3m	61,775	+30%
Vanguard Index FDSVTV	1.1%	$2m	9,933	Held
American Centy ETF TRAVDE	1.1%	$2m	22,055	-16%
Dimensional ETF TrustDFSU	1.0%	$2m	42,290	+4%
Schwab Strategic TRSCHR	0.9%	$2m	67,169	+2%
Vanguard Index FDSVUG	0.9%	$2m	3,813	-3%
Vanguard Index FDSVTI	0.9%	$2m	4,980	+8%
Ishares TRREET	0.6%	$1m	42,915	Held
Dimensional ETF TrustDFUS	0.6%	$1m	14,584	Held
Vanguard Index FDSVOO	0.4%	$773,759	1,295	+608%
Dimensional ETF TrustDFSI	0.4%	$760,162	17,929	Held
American Centy ETF TRAVNM	0.4%	$733,431	9,629	Held
Berkshire HathawayBRK-B	0.4%	$705,383	1,472	+220%
American Centy ETF TRAVEM	0.4%	$672,481	8,346	-17%
American Centy ETF TRAVSU	0.3%	$581,631	7,868	Held
Vanguard Index FDSVNQ	0.3%	$565,530	6,376	Held
BoeingBA	0.3%	$556,600	2,797	-3%
Dimensional ETF TrustDFSE	0.3%	$553,210	13,057	Held
Ishares TRITOT	0.3%	$518,161	3,638	Held
JPMorgan ChaseJPM	0.3%	$503,014	1,710	Held
Rockwell AutomationROK	0.3%	$487,360	1,358	Held
Ishares TRSTIP	0.3%	$465,301	4,498	Held
UnitedHealth GroupUNH	0.2%	$412,109	1,523	Held
MastercardMA	0.2%	$399,728	800	Held
Ishares TREMB	0.2%	$374,469	3,987	Held
Pimco ETF TRZROZ	0.2%	$352,982	5,514	-30%
American Centy ETF TRAVSD	0.2%	$352,550	4,787	Held
AppleAAPL	0.2%	$324,968	1,280	-10%
Vanguard Intl Equity Index FVNQI	0.2%	$314,652	7,079	Held
CaterpillarCAT	0.2%	$283,384	400	Held
ShellSHEL	0.2%	$274,536	2,952	Held
Vanguard Tax-Managed FDSVEA	0.1%	$259,475	4,049	+157%
Vanguard Index FDSVO	0.1%	$253,242	901	+105%
TeslaTSLA	0.1%	$241,638	650	Held
Vanguard Index FDSVB	0.1%	$239,657	915	Held
PNC Financial Services GroupPNC	0.1%	$208,090	1,000	Held
Vanguard Intl Equity Index FVEU	0.1%	$206,541	2,750	+206%
StarbucksSBUX	0.1%	$192,619	2,150	Held
Honeywell InternationalHON	0.1%	$180,824	800	Held
Ishares TRIVV	<0.1%	$154,389	236	+31%
Ishares TRIEFA	<0.1%	$147,293	1,627	-4%
Invesco QQQ TRQQQ	<0.1%	$146,303	253	+34%
Lockheed MartinLMT	<0.1%	$137,197	227	Held
Pinnacle West CapitalPNW	<0.1%	$123,923	1,230	Held
Vanguard Index FDSVBK	<0.1%	$120,900	400	Held
Dimensional ETF TrustDFAS	<0.1%	$120,068	1,688	Held
State STR Spdr S&P 500 ETF TSPY	<0.1%	$117,081	180	Held
Martin Marietta MaterialsMLM	<0.1%	$110,672	188	Held
Xcel EnergyXEL	<0.1%	$107,725	1,356	Held
General ElectricGE	<0.1%	$106,414	375	Held
Netscout SystemsNTCT	<0.1%	$101,315	3,187	Held
Spdr Series TrustSPYM	<0.1%	$91,215	1,192	+22%
American Centy ETF TRAVSE	<0.1%	$90,875	1,365	Held
Dimensional World EquityDFAW	<0.1%	$90,602	1,228	+5%
WeyerhaeuserWY	<0.1%	$88,877	3,638	Held
PfizerPFE	<0.1%	$87,694	3,123	Held
Ishares TRIJR	<0.1%	$87,017	700	Held
GE VernovaGEV	<0.1%	$81,180	93	Held
Ally FinancialALLY	<0.1%	$78,460	2,000	Held
ExxonMobil HoldingsXOM	<0.1%	$76,464	451	+201%
State STR Spdr DOW Jones INDDIA	<0.1%	$66,700	144	Held
American ExpressAXP	<0.1%	$60,496	200	Held
Johnson & JohnsonJNJ	<0.1%	$59,888	245	Held
Vanguard Index FDSVBR	<0.1%	$58,323	268	+1814%
AT&TT	<0.1%	$57,980	2,000	Held
Consolidated EdisonED	<0.1%	$56,590	500	Held
Rivian AutomotiveRIVN	<0.1%	$54,843	3,644	Held
AbbVieABBV	<0.1%	$53,721	247	Held
Ishares TRIWB	<0.1%	$53,484	150	Held
IntelINTC	<0.1%	$52,956	1,200	Held
Abbott LaboratoriesABT	<0.1%	$51,335	500	Held
Spdr Series TrustSPIB	<0.1%	$50,976	1,520	New
State StreetSTT	<0.1%	$50,624	400	Held
Ford MotorF	<0.1%	$49,045	4,250	Held
ASML Holding NVASML	<0.1%	$47,550	36	Held
Vanguard Index FDSVOE	<0.1%	$47,298	257	+1068%
Ishares TRQUAL	<0.1%	$42,849	223	New
3MMMM	<0.1%	$41,754	288	Held
Vanguard Intl Equity Index FVWO	<0.1%	$38,629	794	+14%
Vanguard Admiral FDSVIOV	<0.1%	$36,275	357	New
Vanguard World FDESGV	<0.1%	$36,151	322	Held
CortevaCTVA	<0.1%	$35,745	427	Held
Vanguard Admiral FDSIVOO	<0.1%	$34,366	301	New
Columbia Banking SystemCOLB	<0.1%	$32,670	1,191	Held
Bristol-Myers SquibbBMY	<0.1%	$32,145	530	Held
AvistaAVA	<0.1%	$32,112	800	Held
Ishares TRESGD	<0.1%	$31,077	325	Held

Showing the largest 100 of 193.

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 9.2% since 30 June 2025.

Where the money is

Technology2.7%

Financial services1.2%

Industrials1.1%

Health care0.4%

Retail & consumer0.3%

Utilities0.2%

Materials0.1%

Everyday goods0.1%

Media & telecom0.1%

Real estate0.1%

Energy0.0%

Other93.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.