North Ridge Wealth Advisors, Inc. — 13F holdings

North Ridge Wealth Advisors, Inc. reported 193 holdings worth $178M in its 13F filing for Q1 2026, filed May 14, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $42.5M (23.9%)
  2. DFAX DIMENSIONAL ETF TRUST — $15.6M (8.8%)
  3. VGIT VANGUARD SCOTTSDALE FDS — $14.7M (8.3%)
  4. EDV VANGUARD WORLD FD — $10.9M (6.1%)
  5. DFIC DIMENSIONAL ETF TRUST — $9.52M (5.4%)
  6. VWOB VANGUARD WHITEHALL FDS — $8.57M (4.8%)
  7. DFGR DIMENSIONAL ETF TRUST — $8.36M (4.7%)
  8. VTIP VANGUARD MALVERN FDS — $8.05M (4.5%)
  9. IGOV ISHARES TR — $7.84M (4.4%)
  10. DFEM DIMENSIONAL ETF TRUST — $5.77M (3.2%)