North Ridge Wealth Advisors, Inc.
CIK 1974277 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- DFAC23.91%
- DFAX8.80%
- VGIT8.26%
- EDV6.15%
- DFIC5.36%
- VWOB4.82%
- DFGR4.70%
- VTIP4.53%
- IGOV4.41%
- DFEM3.25%
Share classes counted separately74.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -0.99 pp24.90% → 23.91%Shares -29.72K (-2.65%)
- MSFTWeight decreased · -0.88 pp3.19% → 2.31%Shares -668 (-5.67%)
- EDVWeight increased · +0.42 pp5.73% → 6.15%Shares +10.85K (+6.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $42.50M | 23.91% | 1.09M shares | 24.90% → 23.91%-0.99 pp -29.72K (-2.65%) | Reduced | ▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $15.64M | 8.80% | 460.31K shares | 9.08% → 8.80%-0.28 pp -35.42K (-7.15%) | Reduced | ▾ |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $14.69M | 8.26% | 246.64K shares | 8.02% → 8.26%+0.24 pp +7.52K (+3.14%) | Added | ▾ |
| 04 | EDVVANGUARD EXTENDED DUR TREASEXTENDED DUR View history and evidence | $10.92M | 6.15% | 168.16K shares | 5.73% → 6.15%+0.42 pp +10.85K (+6.89%) | Added | ▾ |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $9.52M | 5.36% | 268.03K shares | 5.43% → 5.36%-0.07 pp -13.54K (-4.81%) | Reduced | ▾ |
| 06 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $8.57M | 4.82% | 130.39K shares | 4.89% → 4.82%-0.07 pp +883 (+0.68%) | Added | ▾ |
| 07 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $8.36M | 4.70% | 314.57K shares | 4.34% → 4.70%+0.36 pp +21.27K (+7.25%) | Added | ▾ |
| 08 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $8.05M | 4.53% | 161.10K shares | 4.39% → 4.53%+0.14 pp +2.48K (+1.57%) | Added | ▾ |
| 09 | IGOVISHARES INTERNATIONAL TREASUINTL TREA BD ETF View history and evidence | $7.84M | 4.41% | 190.98K shares | 4.22% → 4.41%+0.19 pp +10.19K (+5.64%) | Added | ▾ |
| 10 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $5.77M | 3.25% | 166.95K shares | 3.30% → 3.25%-0.05 pp -11.43K (-6.41%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AVGE AVANTIS ALL EQTY MRKTS ETF | Non-derivative | -70 | -$6.01K | SEC filing ↗ | SEC filing ↗ |
| SCHX SCHWAB US LARGE-CAP ETF | Non-derivative | -160 | -$4.30K | SEC filing ↗ | SEC filing ↗ |
| VRT VERTIV HOLDINGS CO-A | Non-derivative | -14 | -$2.27K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1974277 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 177728779
}Research all 193 reported holdings.
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