SEC Form 13F

North Ridge Wealth Advisors, Inc. 13F Holdings

Report period2026-03-31
Publicly available2026-05-15
Reported value$177,728,779
Positions192

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS CORE EQUITY 2$42,503,7591,093,766
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$15,636,548460,305
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$14,687,509246,642
VANGUARD WORLD FDEDVEXTENDED DUR$10,921,846168,157
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$9,523,092268,030
VANGUARD WHITEHALL FDSVWOBEM MK GOV BD ETF$8,565,193130,388
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$8,361,279314,570
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$8,047,151161,104
ISHARES TRIGOVINTL TREA BD ETF$7,841,611190,980
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$5,768,238166,953

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