North Ridge Wealth Advisors, Inc.

CIK 0001974277 • 6 13F filings • May 9, 2025 – May 14, 2026

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Filer information

Filed by: North Ridge Wealth Advisors, Inc., Principal
Address: 8285 SW NIMBUS AVENUE, SUITE 155, BEAVERTON, OR, 97008
Phone: 503-206-8784
AUM: $178.6M

AUM over time

$177.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $178.6M176 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$46K	0.0%Prev: 0.0%	288 SH	Increased-62 SH
ABBOTT LABS	COM	$63K	0.0%Prev: 0.0%	500 SH	Increased
ABBVIE INC	COM	$56K	0.0%Prev: 0.0%	247 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$2K	0.0%	10 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$29K	0.0%	200 SH	New
ALLY FINL INC	COM	$91K	0.1%Prev: 0.0%	2,000 SH	Increased
ALTRIA GROUP INC	COM	$6K	0.0%	100 SH	New
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$6K	0.0%Prev: 0.0%	70 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$716K	0.4%Prev: 0.0%	9,743 SH	Increased+9,260 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$770K	0.4%Prev: 0.3%	10,001 SH	Increased+1,901 SH
AMERICAN CENTY ETF TR	AVANTIS RESPON U	$600K	0.3%Prev: 0.2%	7,868 SH	Increased+4,573 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$445K	0.2%Prev: 0.1%	6,169 SH	Increased+3,729 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	1.2%Prev: 0.9%	26,183 SH	Increased+4,970 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$4.6M	2.6%Prev: 3.0%	105,039 SH	Increased+1,787 SH
AMERICAN CENTY ETF TR	US EQT ETF	$4.6M	2.6%Prev: 2.3%	41,575 SH	Increased+6,620 SH
AMERICAN EXPRESS CO	COM	$74K	0.0%Prev: 0.0%	200 SH	Increased
APPLE INC	COM	$385K	0.2%Prev: 0.3%	1,417 SH	Decreased-253 SH
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	$1K	0.0%Prev: 0.0%	28 SH	Increased
ARK ETF TR	BLOCKCHAIN & FIN	$9K	0.0%	198 SH	New
ARK ETF TR	INNOVATION ETF	$7K	0.0%Prev: 0.0%	86 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$39K	0.0%Prev: 0.0%	36 SH	Increased
AT&T INC	COM	$50K	0.0%Prev: 0.0%	2,000 SH	Increased
AVISTA CORP	COM	$31K	0.0%Prev: 0.0%	800 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$231K	0.1%Prev: 0.2%	460 SH	Increased-38 SH
BOEING CO	COM	$629K	0.4%Prev: 0.3%	2,897 SH	Increased+102 SH
BRISTOL-MYERS SQUIBB CO	COM	$29K	0.0%Prev: 0.0%	530 SH	Decreased
CARRIER GLOBAL CORPORATION	COM	$529	0.0%Prev: 0.0%	10 SH	Decreased
CATERPILLAR INC	COM	$229K	0.1%Prev: 0.1%	400 SH	Increased
CELANESE CORP DEL	COM	$635	0.0%Prev: 0.0%	15 SH	Decreased
CHUBB LIMITED	COM	$2K	0.0%Prev: 0.0%	6 SH	Increased
COCA COLA CO	COM	$2K	0.0%Prev: 0.0%	30 SH	Increased
COLUMBIA BKG SYS INC	COM	$33K	0.0%Prev: 0.0%	1,191 SH	Increased
COMCAST CORP NEW	CL A	$7K	0.0%Prev: 0.0%	222 SH	Increased+90 SH
CONAGRA BRANDS INC	COM	$9K	0.0%Prev: 0.0%	500 SH	Decreased-138 SH
CONSOLIDATED EDISON INC	COM	$50K	0.0%Prev: 0.0%	500 SH	Increased
CORTEVA INC	COM	$29K	0.0%Prev: 0.0%	427 SH	Increased
COSTCO WHSL CORP NEW	COM	$22K	0.0%Prev: 0.0%	25 SH	Decreased-25 SH
CSX CORP	COM	$3K	0.0%Prev: 0.0%	90 SH	Increased
CVS HEALTH CORP	COM	$27K	0.0%Prev: 0.0%	334 SH	Decreased-334 SH
DANAHER CORPORATION	COM	$12K	0.0%Prev: 0.0%	51 SH	Decreased
DELL TECHNOLOGIES INC	CL C	$630	0.0%Prev: 0.0%	5 SH	Increased
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$547K	0.3%Prev: 0.3%	13,186 SH	Increased+133 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.9M	3.3%Prev: 3.1%	178,383 SH	Increased+4,637 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$7.7M	4.3%Prev: 3.9%	293,297 SH	Increased+71,250 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$758K	0.4%Prev: 0.4%	17,689 SH	Increased+864 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$9.7M	5.4%Prev: 5.3%	281,572 SH	Increased-14,508 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.3M	1.3%Prev: 1.5%	47,577 SH	Increased+1,123 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$44.5M	24.9%Prev: 25.2%	1,123,490 SH	Increased+72,183 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.1M	0.6%Prev: 0.6%	14,584 SH	Increased-38 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$118K	0.1%Prev: 0.1%	1,688 SH	Increased
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.8M	1.0%Prev: 0.7%	40,566 SH	Increased+12,144 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$86K	0.0%	1,165 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.2M	9.1%Prev: 8.1%	495,730 SH	Increased+23,761 SH
DISNEY WALT CO	COM	$13K	0.0%Prev: 0.0%	116 SH	Increased
DOLLAR TREE INC	COM	$4K	0.0%Prev: 0.0%	30 SH	Increased
DOVER CORP	COM	$4K	0.0%Prev: 0.0%	20 SH	Increased
DOW INC	COM	$7K	0.0%Prev: 0.0%	320 SH	Decreased-107 SH
DUPONT DE NEMOURS INC	COM	$17K	0.0%Prev: 0.0%	427 SH	Decreased
DXC TECHNOLOGY CO	COM	$250	0.0%Prev: 0.0%	17 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$16K	0.0%	1,000 SH	New
ETF SER SOLUTIONS	US GLB JETS	$3K	0.0%Prev: 0.0%	110 SH	Increased
EXXON MOBIL CORP	COM	$18K	0.0%	150 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$93K	0.1%Prev: 0.1%	1,220 SH	Increased+91 SH
FORD MTR CO	COM	$56K	0.0%Prev: 0.0%	4,250 SH	Increased
GE AEROSPACE	COM NEW	$116K	0.1%Prev: 0.0%	375 SH	Increased
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$5K	0.0%Prev: 0.0%	63 SH	Decreased-62 SH
GE VERNOVA INC	COM	$61K	0.0%Prev: 0.0%	93 SH	Increased
HARLEY DAVIDSON INC	COM	$14K	0.0%Prev: 0.0%	689 SH	Decreased
HEWLETT PACKARD ENTERPRISE C	COM	$19K	0.0%Prev: 0.0%	779 SH	Increased+573 SH
HOME DEPOT INC	COM	$5K	0.0%Prev: 0.0%	15 SH	Decreased
HONEYWELL INTL INC	COM	$156K	0.1%Prev: 0.1%	800 SH	Decreased
HP INC	COM	$14K	0.0%Prev: 0.0%	650 SH	Increased+373 SH
INTEL CORP	COM	$44K	0.0%Prev: 0.0%	1,200 SH	Increased-449 SH
INVESCO QQQ TR	UNIT SER 1	$116K	0.1%Prev: 0.0%	189 SH	Increased+66 SH
IONQ INC	COM	$4K	0.0%	100 SH	New
ISHARES INC	CORE MSCI EMKT	$18K	0.0%Prev: 0.0%	269 SH	Decreased-162 SH
ISHARES INC	MSCI TAIWAN ETF	$1K	0.0%Prev: 0.0%	20 SH	Decreased-87 SH
ISHARES TR	0-5 YR TIPS ETF	$461K	0.3%Prev: 0.3%	4,497 SH	Increased-43 SH
ISHARES TR	CORE MSCI EAFE	$152K	0.1%Prev: 0.1%	1,702 SH	Increased-356 SH
ISHARES TR	CORE S&P SCP ETF	$84K	0.0%Prev: 0.1%	700 SH	Increased
ISHARES TR	CORE S&P TTL STK	$541K	0.3%Prev: 0.4%	3,638 SH	Decreased-1,060 SH
ISHARES TR	CORE S&P500 ETF	$123K	0.1%Prev: 0.1%	180 SH	Increased
ISHARES TR	CORE US AGGBD ET	$36K	0.0%	363 SH	New
ISHARES TR	ESG AW MSCI EAFE	$31K	0.0%Prev: 0.0%	325 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$1.1M	0.6%Prev: 0.7%	42,909 SH	Increased+492 SH
ISHARES TR	INTL TREA BD ETF	$7.5M	4.2%Prev: 3.9%	180,788 SH	Increased+35,113 SH
ISHARES TR	JPMORGAN USD EMG	$384K	0.2%Prev: 0.2%	3,987 SH	Increased+479 SH
ISHARES TR	NATIONAL MUN ETF	$3K	0.0%	30 SH	New
ISHARES TR	RUS 1000 ETF	$56K	0.0%Prev: 0.0%	150 SH	Increased
JOHNSON & JOHNSON	COM	$51K	0.0%Prev: 0.0%	245 SH	Increased-75 SH
JOHNSON CTLS INTL PLC	SHS	$1K	0.0%Prev: 0.0%	12 SH	Increased
JPMORGAN CHASE & CO.	COM	$551K	0.3%Prev: 0.3%	1,710 SH	Increased-26 SH
KIMBERLY-CLARK CORP	COM	$8K	0.0%Prev: 0.0%	84 SH	Decreased
KIMCO RLTY CORP	COM	$8K	0.0%Prev: 0.0%	400 SH	Decreased
KRAFT HEINZ CO	COM	$558	0.0%	23 SH	New
LAMB WESTON HLDGS INC	COM	$7K	0.0%Prev: 0.0%	179 SH	Decreased
LOCKHEED MARTIN CORP	COM	$110K	0.1%Prev: 0.1%	227 SH	Decreased
LOUISIANA PAC CORP	COM	$24K	0.0%	300 SH	New
LUMEN TECHNOLOGIES INC	COM	$226	0.0%	29 SH	New
MACYS INC	COM	$22K	0.0%	1,000 SH	New
MARTIN MARIETTA MATLS INC	COM	$117K	0.1%Prev: 0.1%	188 SH	Increased
MASTERCARD INCORPORATED	CL A	$457K	0.3%Prev: 0.3%	800 SH	Increased
META PLATFORMS INC	CL A	$589	0.0%Prev: 0.0%	1 SH	Increased
METLIFE INC	COM	$790	0.0%Prev: 0.0%	10 SH	Decreased
MICROSOFT CORP	COM	$5.7M	3.2%Prev: 4.0%	11,773 SH	Decreased-1,817 SH
MONDELEZ INTL INC	CL A	$4K	0.0%	69 SH	New
NETSCOUT SYS INC	COM	$86K	0.0%Prev: 0.0%	3,187 SH	Increased
NEXTERA ENERGY INC	COM	$2K	0.0%Prev: 0.0%	20 SH	Increased
NUCOR CORP	COM	$16K	0.0%Prev: 0.0%	101 SH	Increased
OKLO INC	COM CL A	$2K	0.0%	21 SH	New
ORACLE CORP	COM	$40K	0.0%Prev: 0.0%	205 SH	Increased
OTIS WORLDWIDE CORP	COM	$437	0.0%Prev: 0.0%	5 SH	Decreased
PEPSICO INC	COM	$2K	0.0%Prev: 0.0%	15 SH	Decreased
PFIZER INC	COM	$78K	0.0%Prev: 0.1%	3,123 SH	Increased+300 SH
PHILIP MORRIS INTL INC	COM	$16K	0.0%	100 SH	New
PIMCO ETF TR	25YR+ ZERO U S	$504K	0.3%Prev: 0.2%	7,843 SH	Increased+2,911 SH
PINNACLE WEST CAP CORP	COM	$109K	0.1%Prev: 0.1%	1,230 SH	Increased
PNC FINL SVCS GROUP INC	COM	$209K	0.1%Prev: 0.1%	1,000 SH	Increased
PRICE T ROWE GROUP INC	COM	$16K	0.0%Prev: 0.0%	160 SH	Decreased
PROCTER AND GAMBLE CO	COM	$1K	0.0%Prev: 0.0%	10 SH	Decreased
QNITY ELECTRONICS INC	COMMON STOCK	$17K	0.0%	212 SH	New
QUANTA SVCS INC	COM	$2K	0.0%	5 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$72K	0.0%Prev: 0.0%	3,644 SH	Increased
ROCKWELL AUTOMATION INC	COM	$528K	0.3%Prev: 0.3%	1,358 SH	Increased-52 SH
RTX CORPORATION	COM	$2K	0.0%Prev: 0.0%	10 SH	Increased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.6M	0.9%Prev: 1.1%	65,654 SH	Increased-1,844 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$15K	0.0%Prev: 0.0%	616 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2K	0.0%Prev: 0.0%	60 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4K	0.0%	160 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$25	0.0%	1 SH	New
SHELL PLC	SPON ADS	$217K	0.1%Prev: 0.1%	2,952 SH	Increased
SOLSTICE ADVANCED MATLS INC	COM SHS	$10K	0.0%	200 SH	New
SOLVENTUM CORP	COM SHS	$2K	0.0%Prev: 0.0%	31 SH	Decreased-31 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$69K	0.0%Prev: 0.0%	144 SH	Increased+139 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$309	0.0%	7 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$123K	0.1%Prev: 0.1%	180 SH	Increased+39 SH
SPDR SERIES TRUST	STATE STREET SPD	$109K	0.1%	1,572 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$9K	0.0%Prev: 0.0%	16 SH	Increased
STARBUCKS CORP	COM	$181K	0.1%Prev: 0.1%	2,150 SH	Decreased
STATE STR CORP	COM	$52K	0.0%Prev: 0.0%	400 SH	Increased
SYSCO CORP	COM	$15K	0.0%Prev: 0.0%	200 SH	Decreased
TERADATA CORP DEL	COM	$30K	0.0%Prev: 0.1%	1,000 SH	Decreased-3,584 SH
TESLA INC	COM	$292K	0.2%Prev: 0.4%	650 SH	Decreased-640 SH
UNION PAC CORP	COM	$5K	0.0%Prev: 0.1%	20 SH	Decreased-611 SH
UNITEDHEALTH GROUP INC	COM	$503K	0.3%Prev: 0.7%	1,523 SH	Decreased-471 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	1.1%Prev: 1.1%	3,925 SH	Increased-75 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4K	0.0%	22 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$128K	0.1%Prev: 0.0%	440 SH	Increased+436 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$563K	0.3%Prev: 0.4%	6,368 SH	Increased+210 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$115K	0.1%	183 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$3K	0.0%	14 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$236K	0.1%Prev: 0.2%	915 SH	Increased
VANGUARD INDEX FDS	SML CP GRW ETF	$121K	0.1%	400 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.9%Prev: 0.9%	4,628 SH	Increased-51 SH
VANGUARD INDEX FDS	VALUE ETF	$1.9M	1.1%Prev: 1.2%	9,933 SH	Increased-38 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$66K	0.0%Prev: 0.0%	900 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$37K	0.0%Prev: 0.0%	695 SH	Increased+509 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$323K	0.2%Prev: 0.2%	7,051 SH	Increased+441 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$7.8M	4.4%Prev: 4.7%	158,621 SH	Increased+18,278 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$14.3M	8.0%Prev: 7.9%	239,122 SH	Increased+42,632 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$261	0.0%Prev: 0.0%	5 SH	Decreased-11 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13K	0.0%Prev: 0.1%	57 SH	Decreased-374 SH
VANGUARD STAR FDS	VG TL INTL STK F	$12K	0.0%Prev: 0.0%	155 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$98K	0.1%Prev: 0.0%	1,575 SH	Increased+1,530 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$8.7M	4.9%Prev: 5.1%	129,505 SH	Increased+13,889 SH
VANGUARD WORLD FD	ENERGY ETF	$6K	0.0%Prev: 0.0%	51 SH	Increased
VANGUARD WORLD FD	ESG US STK ETF	$39K	0.0%Prev: 0.0%	322 SH	Increased
VANGUARD WORLD FD	EXTENDED DUR	$10.2M	5.7%Prev: 5.8%	157,311 SH	Increased+34,518 SH
VERALTO CORP	COM SHS	$2K	0.0%Prev: 0.0%	17 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$20K	0.0%Prev: 0.0%	500 SH	Increased
VERTIV HOLDINGS CO	COM CL A	$2K	0.0%	14 SH	New
WALMART INC	COM	$5K	0.0%Prev: 0.0%	45 SH	Increased
WELLS FARGO CO NEW	COM	$3K	0.0%Prev: 0.0%	30 SH	Increased
WEYERHAEUSER CO MTN BE	COM NEW	$86K	0.0%Prev: 0.1%	3,638 SH	Decreased+219 SH
XCEL ENERGY INC	COM	$100K	0.1%Prev: 0.1%	1,356 SH	Increased
XYLEM INC	COM	$1K	0.0%Prev: 0.0%	10 SH	Increased

Sold (vs prior filing)

AMAZON COM INC — $23K
AMERICAN CENTY ETF TR — $39K
ARK ETF TR — $7K
CALAVO GROWERS INC — $5K
CISCO SYS INC — $4K
DBX ETF TR — $870
EVERGREEN CORPORATION — $28
INVESCO EXCH TRD SLF IDX FD — $868
INVESCO EXCHANGE TRADED FD T — $2K
INVESCO EXCHANGE TRADED FD T — $6K
INVESCO EXCHANGE TRADED FD T — $677
ISHARES INC — $8K
ISHARES INC — $271
ISHARES INC — $605
ISHARES INC — $222
ISHARES INC — $6K
ISHARES INC — $4K
ISHARES INC — $4K
ISHARES INC — $2K
ISHARES INC — $1K
… and 28 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001974277-26-000003	$178.6M	View
May 9, 2025	Q4 2024	13F-HR	0002054664-25-000005	$144.5M	View
Nov 14, 2025	Q3 2025