The Analysis of North Ridge Wealth Advisors, Inc.'s Holdings

Currently, North Ridge Wealth Advisors, Inc. holds 181 types of securities in its portfolio with a total value $178.6M. In the most recent quarter, they have increased their positions in DFAC (+36.4K shares, valued at $1.4M), DFAX (+18.6K shares, valued at $607.6K), DFGR (+21.8K shares, valued at $575.9K); decreased their positions in MSFT (-1.0K shares, valued at $492.8K), SPY (-253 shares, valued at $172.5K), N/A (-275 shares, valued at $172.5K); initiated new positions in N/A (+212 shares, valued at $17.3K), N/A (+200 shares, valued at $9.7K), VRT (+14 shares, valued at $2.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares3.35%2025-12-312026-02-13

DFAX DIMENSIONAL ETF TRUST495.7K shares3.89%2025-12-312026-02-13

VGIT VANGUARD SCOTTSDALE FDS239.1K shares2.75%2025-12-312026-02-13

EDV VANGUARD WORLD FD157.3K shares1.71%2025-12-312026-02-13

DFIC DIMENSIONAL ETF TRUST281.6K shares0.33%2025-12-312026-02-13

VWOB VANGUARD WHITEHALL FDS129.5K shares2.80%2025-12-312026-02-13

VTIP VANGUARD MALVERN FDS158.6K shares-0.01%2025-12-312026-02-13

DFGR DIMENSIONAL ETF TRUST293.3K shares8.03%2025-12-312026-02-13

Sponsored

IGOV ISHARES TR180.8K shares4.52%2025-12-312026-02-13

DFEM DIMENSIONAL ETF TRUST178.4K shares0.26%2025-12-312026-02-13

MSFT MICROSOFT CORP11.8K shares-7.97%2025-12-312026-02-13

AVUS AMERICAN CENTY ETF TR41.6K shares-1.62%2025-12-312026-02-13

AVRE AMERICAN CENTY ETF TR105.0K shares1.76%2025-12-312026-02-13

DFNM DIMENSIONAL ETF TRUST47.6K shares8.65%2025-12-312026-02-13

AVDE AMERICAN CENTY ETF TR26.2K shares0.07%2025-12-312026-02-13

VUG VANGUARD INDEX FDS3.9K shares-0.25%2025-12-312026-02-13

Sponsored

VTV VANGUARD INDEX FDS9.9K shares0.00%2025-12-312026-02-13

DFSU DIMENSIONAL ETF TRUST40.6K shares33.14%2025-12-312026-02-13

SCHR SCHWAB STRATEGIC TR65.7K shares0.81%2025-12-312026-02-13

VTI VANGUARD INDEX FDS4.6K shares-2.75%2025-12-312026-02-13

DFUS DIMENSIONAL ETF TRUST14.6K shares-1.69%2025-12-312026-02-13

REET ISHARES TR42.9K shares-1.48%2025-12-312026-02-13

AVEM AMERICAN CENTY ETF TR10.0K shares0.13%2025-12-312026-02-13

DFSI DIMENSIONAL ETF TRUST17.7K shares25.57%2025-12-312026-02-13

Sponsored

AVNM AMERICAN CENTY ETF TR9.7K shares0.04%2025-12-312026-02-13

BA BOEING CO2.9K shares-2.82%2025-12-312026-02-13

AVSU AMERICAN CENTY ETF TR7.9K shares-3.86%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS6.4K shares0.43%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.1.7K shares-1.50%2025-12-312026-02-13

DFSE DIMENSIONAL ETF TRUST13.2K shares15.00%2025-12-312026-02-13

ITOT ISHARES TR3.6K shares-6.79%2025-12-312026-02-13

ROK ROCKWELL AUTOMATION INC1.4K shares-3.69%2025-12-312026-02-13

Sponsored

ZROZ PIMCO ETF TR7.8K shares21.71%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2025-12-312026-02-13

STIP ISHARES TR4.5K shares-0.95%2025-12-312026-02-13

MA MASTERCARD INCORPORATED800 shares0.00%2025-12-312026-02-13

AAPL APPLE INC1.4K shares0.00%2025-12-312026-02-13

EMB ISHARES TR4.0K shares-8.01%2025-12-312026-02-13

AVSD AMERICAN CENTY ETF TR4.8K shares-1.03%2025-12-312026-02-13

VNQI VANGUARD INTL EQUITY INDEX F7.1K shares-1.80%2025-12-312026-02-13

Sponsored

TSLA TESLA INC650 shares-11.92%2025-12-312026-02-13

VB VANGUARD INDEX FDS915 shares0.00%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL460 shares0.00%2025-12-312026-02-13

CAT CATERPILLAR INC400 shares0.00%2025-12-312026-02-13

SHEL SHELL PLC3.0K shares0.00%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2025-12-312026-02-13

SBUX STARBUCKS CORP2.1K shares-25.86%2025-12-312026-02-13

HON HONEYWELL INTL INC800 shares0.00%2025-12-312026-02-13

Sponsored

IEFA ISHARES TR1.7K shares-11.58%2025-12-312026-02-13

VO VANGUARD INDEX FDS440 shares0.00%2025-12-312026-02-13

IVV ISHARES TR180 shares-58.24%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR180 shares-58.43%2025-12-312026-02-13

VBK VANGUARD INDEX FDS400 shares0.00%2025-12-312026-02-13

DFAS DIMENSIONAL ETF TRUST1.7K shares0.00%2025-12-312026-02-13

MLM MARTIN MARIETTA MATLS INC188 shares0.00%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR189 shares0.00%2025-12-312026-02-13

Sponsored

GE AEROSPACE GE AEROSPACE375 shares0.00%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS183 shares-60.04%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP227 shares0.00%2025-12-312026-02-13

PNW PINNACLE WEST CAP CORP1.2K shares0.00%2025-12-312026-02-13

XEL XCEL ENERGY INC1.4K shares0.00%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS1.6K shares1.16%2025-12-312026-02-13

FBTC FIDELITY WISE ORIGIN BITCOIN1.2K shares-9.70%2025-12-312026-02-13

ALLY ALLY FINL INC2.0K shares0.00%2025-12-312026-02-13

Sponsored

AVSE AMERICAN CENTY ETF TR1.4K shares0.00%2025-12-312026-02-13

NTCT NETSCOUT SYS INC3.2K shares0.00%2025-12-312026-02-13

DFAW DIMENSIONAL ETF TRUST1.2K shares2.19%2025-12-312026-02-13

WY WEYERHAEUSER CO MTN BE3.6K shares0.00%2025-12-312026-02-13

IJR ISHARES TR700 shares0.00%2025-12-312026-02-13

SPYM SPDR SERIES TRUST975 shares5.98%2025-12-312026-02-13

PFE PFIZER INC3.1K shares0.00%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO200 shares0.00%2025-12-312026-02-13

Sponsored

RIVN RIVIAN AUTOMOTIVE INC3.6K shares0.00%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE144 shares0.00%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F900 shares0.00%2025-12-312026-02-13

ABT ABBOTT LABS500 shares0.00%2025-12-312026-02-13

GEV GE VERNOVA INC93 shares0.00%2025-12-312026-02-13

ABBV ABBVIE INC247 shares0.00%2025-12-312026-02-13

IWB ISHARES TR150 shares0.00%2025-12-312026-02-13

F FORD MTR CO4.3K shares0.00%2025-12-312026-02-13

Sponsored

STT STATE STR CORP400 shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON245 shares-50.51%2025-12-312026-02-13

T AT&T INC2.0K shares0.00%2025-12-312026-02-13

ED CONSOLIDATED EDISON INC500 shares0.00%2025-12-312026-02-13

MMM 3M CO288 shares0.00%2025-12-312026-02-13

INTC INTEL CORP1.2K shares0.00%2025-12-312026-02-13

ORCL ORACLE CORP205 shares0.00%2025-12-312026-02-13

ESGV VANGUARD WORLD FD322 shares0.00%2025-12-312026-02-13

Sponsored

ASML ASML HOLDING N V36 shares0.00%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F695 shares3.73%2025-12-312026-02-13

AGG ISHARES TR363 shares15.61%2025-12-312026-02-13

COLB COLUMBIA BKG SYS INC1.2K shares0.00%2025-12-312026-02-13

ESGD ISHARES TR325 shares0.00%2025-12-312026-02-13

AVA AVISTA CORP800 shares0.00%2025-12-312026-02-13

TDC TERADATA CORP DEL1.0K shares0.00%2025-12-312026-02-13

BABA ALIBABA GROUP HLDG LTD200 shares0.00%2025-12-312026-02-13

Sponsored

CTVA CORTEVA INC427 shares0.00%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO530 shares0.00%2025-12-312026-02-13

CVS CVS HEALTH CORP334 shares0.00%2025-12-312026-02-13

LPX LOUISIANA PAC CORP300 shares0.00%2025-12-312026-02-13

M MACYS INC1.0K shares0.00%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW25 shares0.00%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC500 shares0.00%2025-12-312026-02-13

HPE HEWLETT PACKARD ENTERPRISE C779 shares0.00%2025-12-312026-02-13

Sponsored

IEMG ISHARES INC269 shares-24.23%2025-12-312026-02-13

XOM EXXON MOBIL CORP150 shares0.00%2025-12-312026-02-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC212 sharesnew addition2025-12-312026-02-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC427 shares0.00%2025-12-312026-02-13

SPMD SPDR SERIES TRUST285 shares5.17%2025-12-312026-02-13

ET ENERGY TRANSFER L P1.0K shares0.00%2025-12-312026-02-13

NUE NUCOR CORP101 shares0.00%2025-12-312026-02-13

TROW PRICE T ROWE GROUP INC160 shares0.00%2025-12-312026-02-13

Sponsored

PM PHILIP MORRIS INTL INC100 shares0.00%2025-12-312026-02-13

SCHF SCHWAB STRATEGIC TR616 shares0.00%2025-12-312026-02-13

SYY SYSCO CORP200 shares0.00%2025-12-312026-02-13

HP INC HP INC650 shares0.46%2025-12-312026-02-13

HOG HARLEY DAVIDSON INC689 shares0.00%2025-12-312026-02-13

DIS DISNEY WALT CO116 shares0.00%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS57 shares0.00%2025-12-312026-02-13

SPSM SPDR SERIES TRUST260 shares4.84%2025-12-312026-02-13

Sponsored

VXUS VANGUARD STAR FDS155 shares-70.92%2025-12-312026-02-13

DHR DANAHER CORPORATION51 shares0.00%2025-12-312026-02-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC200 sharesnew addition2025-12-312026-02-13

ARKF ARK ETF TR198 shares0.00%2025-12-312026-02-13

SPOT SPOTIFY TECHNOLOGY S A16 shares0.00%2025-12-312026-02-13

CAG CONAGRA BRANDS INC500 shares0.00%2025-12-312026-02-13

KMB KIMBERLY-CLARK CORP84 shares0.00%2025-12-312026-02-13

KIM KIMCO RLTY CORP400 shares0.00%2025-12-312026-02-13

Sponsored

LW LAMB WESTON HLDGS INC179 shares0.00%2025-12-312026-02-13

DOW DOW INC320 shares0.00%2025-12-312026-02-13

CMCSA COMCAST CORP NEW222 shares0.00%2025-12-312026-02-13

ARKK ARK ETF TR86 shares0.00%2025-12-312026-02-13

VDE VANGUARD WORLD FD51 shares0.00%2025-12-312026-02-13

AVGE AMERICAN CENTY ETF TR70 shares0.00%2025-12-312026-02-13

MO ALTRIA GROUP INC100 shares0.00%2025-12-312026-02-13

HD HOME DEPOT INC15 shares0.00%2025-12-312026-02-13

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I63 shares0.00%2025-12-312026-02-13

WMT WALMART INC45 shares0.00%2025-12-312026-02-13

UNP UNION PAC CORP20 shares0.00%2025-12-312026-02-13

IONQ IONQ INC100 shares0.00%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR160 shares0.00%2025-12-312026-02-13

VOE VANGUARD INDEX FDS22 shares0.00%2025-12-312026-02-13

DOV DOVER CORP20 shares0.00%2025-12-312026-02-13

MDLZ MONDELEZ INTL INC69 shares0.00%2025-12-312026-02-13

Sponsored

DLTR DOLLAR TREE INC30 shares0.00%2025-12-312026-02-13

CSX CSX CORP90 shares0.00%2025-12-312026-02-13

MUB ISHARES TR30 shares30.43%2025-12-312026-02-13

JETS ETF SER SOLUTIONS110 shares0.00%2025-12-312026-02-13

VBR VANGUARD INDEX FDS14 shares0.00%2025-12-312026-02-13

WFC WELLS FARGO CO NEW30 shares0.00%2025-12-312026-02-13

SOLV SOLVENTUM CORP31 shares0.00%2025-12-312026-02-13

TFI SPDR SERIES TRUST52 shares-5.45%2025-12-312026-02-13

Sponsored

VRT VERTIV HOLDINGS CO14 sharesnew addition2025-12-312026-02-13

PEP PEPSICO INC15 shares0.00%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC10 sharesnew addition2025-12-312026-02-13

PWR QUANTA SVCS INC5 sharesnew addition2025-12-312026-02-13

KO COCA COLA CO30 shares0.00%2025-12-312026-02-13

CB CHUBB LIMITED6 shares0.00%2025-12-312026-02-13

RTX RTX CORPORATION10 shares0.00%2025-12-312026-02-13

VLTO VERALTO CORP17 shares0.00%2025-12-312026-02-13

Sponsored

NEE NEXTERA ENERGY INC20 shares0.00%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR60 shares0.00%2025-12-312026-02-13

OKLO OKLO INC21 sharesnew addition2025-12-312026-02-13

JCI JOHNSON CTLS INTL PLC12 shares0.00%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO10 shares0.00%2025-12-312026-02-13

XYL XYLEM INC10 shares0.00%2025-12-312026-02-13

MT ARCELORMITTAL SA LUXEMBOURG28 shares0.00%2025-12-312026-02-13

EWT ISHARES INC20 shares0.00%2025-12-312026-02-13

Sponsored

MET METLIFE INC10 shares0.00%2025-12-312026-02-13

CE CELANESE CORP DEL15 shares0.00%2025-12-312026-02-13

DELL DELL TECHNOLOGIES INC5 shares0.00%2025-12-312026-02-13

META META PLATFORMS INC1 shares0.00%2025-12-312026-02-13

KHC KRAFT HEINZ CO23 shares0.00%2025-12-312026-02-13

CARR CARRIER GLOBAL CORPORATION10 shares0.00%2025-12-312026-02-13

OTIS OTIS WORLDWIDE CORP5 shares0.00%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS7 shares0.00%2025-12-312026-02-13

Sponsored

VGLT VANGUARD SCOTTSDALE FDS5 shares-50.00%2025-12-312026-02-13

DXC DXC TECHNOLOGY CO17 shares0.00%2025-12-312026-02-13

LUMN LUMEN TECHNOLOGIES INC29 shares0.00%2025-12-312026-02-13

SCHA SCHWAB STRATEGIC TR1 shares0.00%2025-12-312026-02-13

USBC INC. USBC INC.47 shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available