§ 13F · FUND PROFILE
North Ridge Wealth Advisors, Inc..
AUM · $175M (13F)Positions · 188Turnover · n/a · Q1Filed · May 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$273K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.09M | $43M | 23.9% | −3% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 460K | $16M | 8.8% | −7% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 247K | $15M | 8.3% | +3% |
| 4 | EDV | VANGUARD WORLD FD | 168K | $11M | 6.1% | +7% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 268K | $10M | 5.4% | −5% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | 130K | $9M | 4.8% | +1% |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 315K | $8M | 4.7% | +7% |
| 8 | VTIP | VANGUARD MALVERN FDS | 161K | $8M | 4.5% | +2% |
| 9 | IGOV | ISHARES TR | 191K | $8M | 4.4% | +6% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 167K | $6M | 3.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTH SIGNAL
AC read
North Ridge Wealth Advisors, Inc. is a Other fund managing $175 million in assets. The fund runs a portfolio of 188 positions.
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