North Ridge Wealth Advisors, Inc. - Portfolio overview

North Ridge Wealth Advisors, Inc. has 205 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 23.79%
2. DFAX - DIMENSIONAL ETF TRUST, 8.75%
3. VGIT - VANGUARD SCOTTSDALE FDS, 8.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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