North Ridge Wealth Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1974277
Institutional-grade research for retail investors
13F Reported Value
ⓘ$177.7M
Holdings
193
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
North Ridge Wealth Advisors, Inc. disclosed 193 positions worth $177.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 5 and a full exit from $VRT. The portfolio is most concentrated in Other (88.8% of disclosed assets). All figures are sourced directly from North Ridge Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1974277.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST
23.9% weight
Held 5 quarters
DIMENSIONAL ETF TRUST
8.8% weight
Held 5 quarters
VANGUARD SCOTTSDALE FDS
8.3% weight
Held 5 quarters
VANGUARD WORLD FD
6.2% weight
Held 5 quarters
DIMENSIONAL ETF TRUST
5.4% weight
Held 5 quarters
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
VANGUARD WORLD FD
5 quarters accumulating
$SNPS5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
ISHARES TR
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$42.5M1,093,766 shDIMENSIONAL ETF TRUST
—Quality
$15.6M460,305 shVANGUARD SCOTTSDALE FDS
—Quality
$14.7M246,642 shVANGUARD WORLD FD
—Quality
$10.9M168,157 shDIMENSIONAL ETF TRUST
—Quality
$9.5M268,030 sh- 63.1
Quality
$8.6M130,388 sh DIMENSIONAL ETF TRUST
—Quality
$8.4M314,570 shVANGUARD MALVERN FDS
—Quality
$8.0M161,104 shISHARES TR
—Quality
$7.8M190,980 shDIMENSIONAL ETF TRUST
—Quality
$5.8M166,953 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $42.5M | 1,093,766 |
| DIMENSIONAL ETF TRUST | — | $15.6M | 460,305 |
| VANGUARD SCOTTSDALE FDS | — | $14.7M | 246,642 |
| VANGUARD WORLD FD | — | $10.9M | 168,157 |
| DIMENSIONAL ETF TRUST | — | $9.5M | 268,030 |
| SYNOPSYS INC$SNPS | 63.1 | $8.6M | 130,388 |
| DIMENSIONAL ETF TRUST | — | $8.4M | 314,570 |
| VANGUARD MALVERN FDS | — | $8.0M | 161,104 |
| ISHARES TR | — | $7.8M | 190,980 |
| DIMENSIONAL ETF TRUST | — | $5.8M | 166,953 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of North Ridge Wealth Advisors, Inc.'s 193 positions.
Showing top 10 of 193 holdings.
Sector Allocation
Other
$157.8M
Technology
$13.9M
Financials
$2.1M
Industrials
$1.7M
Healthcare
$784,340
Energy
$370,300
Utilities
$365,799
Consumer Discretionary
$268,733
Full Holdings — North Ridge Wealth Advisors, Inc. (Q1 2026)
All 193 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $42.5M | 23.9% | -3% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $15.6M | 8.8% | -7% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $14.7M | 8.3% | +3% | — |
| 4 | — | VANGUARD WORLD FD | $10.9M | 6.2% | +7% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $9.5M | 5.4% | -5% | — |
| 6 | $SNPS | SYNOPSYS INC | $8.6M | 4.8% | +1% | 63.1 |
| 7 | — | DIMENSIONAL ETF TRUST | $8.4M | 4.7% | +7% | — |
| 8 | — | VANGUARD MALVERN FDS | $8.0M | 4.5% | +2% | — |
| 9 | — | ISHARES TR | $7.8M | 4.4% | +6% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $5.8M | 3.3% | -6% | — |
| 11 | — | AMERICAN CENTY ETF TR | $4.6M | 2.6% | -1% | — |
| 12 | — | AMERICAN CENTY ETF TR | $4.5M | 2.5% | -2% | — |
| 13 |  $MSFT | MICROSOFT CORP | $4.1M | 2.3% | -6% | 83.7 |
| 14 | — | DIMENSIONAL ETF TRUST | $3.0M | 1.7% | +30% | — |
| 15 | — | VANGUARD INDEX FDS | $1.9M | 1.1% | +0% | — |
| 16 | — | AMERICAN CENTY ETF TR | $1.9M | 1.1% | -16% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $1.7M | 1.0% | +4% | — |
| 18 | — | SCHWAB STRATEGIC TR | $1.7M | 0.9% | +2% | — |
| 19 | — | VANGUARD INDEX FDS | $1.7M | 0.9% | -3% | — |
| 20 | — | VANGUARD INDEX FDS | $1.6M | 0.9% | +8% | — |
| 21 | — | ISHARES TR | $1.1M | 0.6% | +0% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.6% | +0% | — |
| 23 | — | VANGUARD INDEX FDS | $773,759 | 0.4% | +608% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $760,162 | 0.4% | +1% | — |
| 25 | — | AMERICAN CENTY ETF TR | $733,431 | 0.4% | -1% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $705,383 | 0.4% | +220% | 64.5 |
| 27 | — | AMERICAN CENTY ETF TR | $672,481 | 0.4% | -17% | — |
| 28 | — | AMERICAN CENTY ETF TR | $581,631 | 0.3% | +0% | — |
| 29 | — | VANGUARD INDEX FDS | $565,530 | 0.3% | +0% | — |
| 30 |  $BA | BOEING CO | $556,600 | 0.3% | -3% | 51.8 |
| 31 | — | DIMENSIONAL ETF TRUST | $553,210 | 0.3% | -1% | — |
| 32 | — | ISHARES TR | $518,161 | 0.3% | +0% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $503,014 | 0.3% | +0% | 35.6 |
| 34 |  $ROK | ROCKWELL AUTOMATION, INC | $487,360 | 0.3% | +0% | 68.2 |
| 35 | — | ISHARES TR | $465,301 | 0.3% | +0% | — |
| 36 |  $UNH | UNITEDHEALTH GROUP INC | $412,109 | 0.2% | +0% | 66.8 |
| 37 |  $MA | Mastercard Inc | $399,728 | 0.2% | +0% | 81.7 |
| 38 | — | ISHARES TR | $374,469 | 0.2% | +0% | — |
| 39 | — | PIMCO ETF TR | $352,982 | 0.2% | -30% | — |
| 40 | — | AMERICAN CENTY ETF TR | $352,550 | 0.2% | -0% | — |
| 41 |  $AAPL | Apple Inc. | $324,968 | 0.2% | -10% | 76.1 |
| 42 | — | VANGUARD INTL EQUITY INDEX F | $314,652 | 0.2% | +0% | — |
| 43 |  $CAT | CATERPILLAR INC | $283,384 | 0.2% | +0% | 67.8 |
| 44 |  $SHEL | Shell plc | $274,536 | 0.1% | +0% | — |
| 45 | — | VANGUARD TAX-MANAGED FDS | $259,475 | 0.1% | +157% | — |
| 46 | — | VANGUARD INDEX FDS | $253,242 | 0.1% | +105% | — |
| 47 |  $TSLA | Tesla, Inc. | $241,638 | 0.1% | +0% | 50.1 |
| 48 | — | VANGUARD INDEX FDS | $239,657 | 0.1% | +0% | — |
| 49 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $208,090 | 0.1% | +0% | 70.9 |
| 50 | — | VANGUARD INTL EQUITY INDEX F | $206,541 | 0.1% | +206% | — |
| 51 |  $SBUX | STARBUCKS CORP | $192,619 | 0.1% | +0% | 54.6 |
| 52 |  $HON | HONEYWELL INTERNATIONAL INC | $180,824 | 0.1% | +0% | 65.7 |
| 53 | — | ISHARES TR | $154,389 | 0.1% | +31% | — |
| 54 | — | ISHARES TR | $147,293 | 0.1% | -4% | — |
| 55 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $146,303 | 0.1% | +34% | — |
| 56 |  $LMT | LOCKHEED MARTIN CORP | $137,197 | 0.1% | +0% | 65 |
| 57 |  $PNW | PINNACLE WEST CAPITAL CORP | $123,923 | 0.1% | +0% | 55.5 |
| 58 | — | VANGUARD INDEX FDS | $120,900 | 0.1% | +0% | — |
| 59 | — | DIMENSIONAL ETF TRUST | $120,068 | 0.1% | +0% | — |
| 60 |  $SPY | SPDR S&P 500 ETF TRUST | $117,081 | 0.1% | +0% | — |
| 61 |  $MLM | MARTIN MARIETTA MATERIALS INC | $110,672 | 0.1% | +0% | 67.6 |
| 62 |  $XEL | XCEL ENERGY INC | $107,725 | 0.1% | +0% | — |
| 63 |  $GE | GENERAL ELECTRIC CO | $106,414 | 0.1% | +0% | 74.8 |
| 64 |  $NTCT | NETSCOUT SYSTEMS INC | $101,315 | 0.1% | +0% | 62.7 |
| 65 | — | SPDR SERIES TRUST | $91,215 | 0.1% | +22% | — |
| 66 | — | AMERICAN CENTY ETF TR | $90,875 | 0.1% | +0% | — |
| 67 | — | DIMENSIONAL ETF TRUST | $90,602 | 0.1% | +5% | — |
| 68 |  $WY | WEYERHAEUSER CO | $88,877 | 0.1% | +0% | 52.9 |
| 69 |  $PFE | PFIZER INC | $87,694 | 0.1% | +0% | 69 |
| 70 | — | ISHARES TR | $87,017 | 0.1% | +0% | — |
| 71 |  $GEV | GE Vernova Inc. | $81,180 | 0.1% | +0% | 70.1 |
| 72 |  $ALLY | Ally Financial Inc. | $78,460 | 0.0% | +0% | 69.3 |
| 73 |  $XOM | EXXON MOBIL CORP | $76,464 | 0.0% | +201% | 61.8 |
| 74 | — | STATE STR SPDR DOW JONES IND | $66,700 | 0.0% | +0% | — |
| 75 |  $AXP | AMERICAN EXPRESS CO | $60,496 | 0.0% | +0% | 73.2 |
| 76 |  $JNJ | JOHNSON & JOHNSON | $59,888 | 0.0% | +0% | 72.8 |
| 77 | — | VANGUARD INDEX FDS | $58,323 | 0.0% | +1814% | — |
| 78 |  $T | AT&T INC. | $57,980 | 0.0% | +0% | 71.9 |
| 79 |  $ED | CONSOLIDATED EDISON INC | $56,590 | 0.0% | +0% | 71.6 |
| 80 |  $RIVN | Rivian Automotive, Inc. / DE | $54,843 | 0.0% | +0% | 36 |
| 81 |  $ABBV | AbbVie Inc. | $53,721 | 0.0% | +0% | 59.3 |
| 82 | — | ISHARES TR | $53,484 | 0.0% | +0% | — |
| 83 |  $INTC | INTEL CORP | $52,956 | 0.0% | +0% | 41.5 |
| 84 |  $ABT | ABBOTT LABORATORIES | $51,335 | 0.0% | +0% | 67 |
| 85 | — | SPDR SERIES TRUST | $50,976 | 0.0% | +485% | — |
| 86 |  $STT | STATE STREET CORP | $50,624 | 0.0% | +0% | 61.5 |
| 87 |  $F | FORD MOTOR CO | $49,045 | 0.0% | +0% | 58.5 |
| 88 |  $ASML | ASML HOLDING NV | $47,550 | 0.0% | +0% | — |
| 89 | — | VANGUARD INDEX FDS | $47,298 | 0.0% | +1068% | — |
| 90 | — | ISHARES TR | $42,849 | 0.0% | -100% | — |
| 91 |  $MMM | 3M CO | $41,754 | 0.0% | +0% | 60.7 |
| 92 | — | VANGUARD INTL EQUITY INDEX F | $38,629 | 0.0% | +14% | — |
| 93 | — | VANGUARD ADMIRAL FDS INC | $36,275 | 0.0% | NEW | — |
| 94 | — | VANGUARD WORLD FD | $36,151 | 0.0% | +0% | — |
| 95 |  $CTVA | Corteva, Inc. | $35,745 | 0.0% | +0% | 48.4 |
| 96 | — | VANGUARD ADMIRAL FDS INC | $34,366 | 0.0% | NEW | — |
| 97 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $32,670 | 0.0% | +0% | 33 |
| 98 |  $BMY | BRISTOL MYERS SQUIBB CO | $32,145 | 0.0% | +0% | 70.1 |
| 99 |  $AVA | AVISTA CORP | $32,112 | 0.0% | +0% | 57.9 |
| 100 | — | ISHARES TR | $31,077 | 0.0% | +0% | — |
| 101 |  $ORCL | ORACLE CORP | $30,158 | 0.0% | +0% | 67.2 |
| 102 | — | ISHARES TR | $28,373 | 0.0% | -21% | — |
| 103 |  $TDC | TERADATA CORP /DE/ | $25,630 | 0.0% | +0% | 69 |
| 104 |  $VZ | VERIZON COMMUNICATIONS INC | $25,100 | 0.0% | +0% | 71.6 |
| 105 |  $BABA | Alibaba Group Holding Ltd | $25,092 | 0.0% | +0% | — |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $24,911 | 0.0% | +0% | 67 |
| 107 |  $Q | Qnity Electronics, Inc. | $24,461 | 0.0% | +0% | — |
| 108 |  $CVS | CVS HEALTH Corp | $23,988 | 0.0% | +0% | 51.3 |
| 109 |  $LPX | LOUISIANA-PACIFIC CORP | $21,825 | 0.0% | +0% | 50.7 |
| 110 |  $DD | DuPont de Nemours, Inc. | $19,557 | 0.0% | +0% | 31.1 |
| 111 |  $ET | Energy Transfer LP | $19,300 | 0.0% | +0% | 64.5 |
| 112 | — | ISHARES INC | $18,763 | 0.0% | +0% | — |
| 113 | — | SELECT SECTOR SPDR TR | $18,693 | 0.0% | NEW | — |
| 114 |  $HPE | Hewlett Packard Enterprise Co | $18,548 | 0.0% | +0% | 52.5 |
| 115 |  $M | Macy's, Inc. | $18,090 | 0.0% | +0% | 48.9 |
| 116 | — | FIRST TR EXCHANGE-TRADED FD | $17,085 | 0.0% | NEW | — |
| 117 |  $NUE | NUCOR CORP | $17,080 | 0.0% | +0% | 58.9 |
| 118 |  $PM | Philip Morris International Inc. | $16,534 | 0.0% | +0% | 80.5 |
| 119 |  $NEE | NEXTERA ENERGY INC | $16,007 | 0.0% | +760% | 71.7 |
| 120 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $15,348 | 0.0% | -79% | — |
| 121 | — | SCHWAB STRATEGIC TR | $15,246 | 0.0% | +0% | — |
| 122 |  $SOLS | Solstice Advanced Materials Inc. | $15,232 | 0.0% | +0% | — |
| 123 |  $TROW | PRICE T ROWE GROUP INC | $14,423 | 0.0% | +0% | 75.8 |
| 124 |  $SYY | SYSCO CORP | $14,266 | 0.0% | +0% | 58.4 |
| 125 |  $HOG | HARLEY-DAVIDSON, INC. | $13,934 | 0.0% | +0% | 55 |
| 126 | — | SPDR SERIES TRUST | $13,418 | 0.0% | +7% | — |
| 127 | — | SPDR SERIES TRUST | $13,394 | 0.0% | -21% | — |
| 128 |  $DOW | DOW INC. | $13,339 | 0.0% | +0% | 38 |
| 129 |  $CEG | Constellation Energy Corp | $12,932 | 0.0% | NEW | 62.5 |
| 130 |  $HPQ | HP INC | $12,554 | 0.0% | +1% | 58.9 |
| 131 | — | VANGUARD SPECIALIZED FUNDS | $12,259 | 0.0% | +0% | — |
| 132 | — | AB ACTIVE ETFS INC | $12,110 | 0.0% | NEW | — |
| 133 | — | VANGUARD STAR FDS | $11,953 | 0.0% | +0% | — |
| 134 |  $DIS | Walt Disney Co | $11,181 | 0.0% | +0% | 68.9 |
| 135 |  $DUK | Duke Energy CORP | $11,062 | 0.0% | NEW | 64 |
| 136 |  $NVDA | NVIDIA CORP | $10,642 | 0.0% | NEW | 90.2 |
| 137 |  $WMT | Walmart Inc. | $10,627 | 0.0% | +91% | 63.2 |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $10,019 | 0.0% | NEW | — |
| 139 |  $DHR | DANAHER CORP /DE/ | $9,670 | 0.0% | +0% | 63.9 |
| 140 |  $KIM | KIMCO REALTY CORP | $8,988 | 0.0% | +0% | 70.1 |
| 141 | — | VANGUARD WORLD FD | $8,826 | 0.0% | +0% | — |
| 142 |  $DELL | Dell Technologies Inc. | $8,112 | 0.0% | +880% | 76 |
| 143 |  $KMB | KIMBERLY CLARK CORP | $8,104 | 0.0% | +0% | 61.7 |
| 144 |  $CAG | CONAGRA BRANDS INC. | $7,860 | 0.0% | +0% | 48.2 |
| 145 | — | VANGUARD CHARLOTTE FDS | $7,771 | 0.0% | NEW | — |
| 146 |  $SPOT | Spotify Technology S.A. | $7,759 | 0.0% | +0% | — |
| 147 |  $LW | Lamb Weston Holdings, Inc. | $7,565 | 0.0% | +0% | 54.2 |
| 148 | — | ARK ETF TR | $7,529 | 0.0% | +0% | — |
| 149 |  $MO | ALTRIA GROUP, INC. | $6,599 | 0.0% | +0% | 72.1 |
| 150 |  $CCZ | COMCAST CORP | $6,373 | 0.0% | +0% | 70.4 |
| 151 | — | ARK ETF TR | $5,817 | 0.0% | +0% | — |
| 152 | — | SCHWAB STRATEGIC TR | $5,603 | 0.0% | +265% | — |
| 153 |  $EXC | EXELON CORP | $5,448 | 0.0% | NEW | 63.9 |
| 154 |  $HD | HOME DEPOT, INC. | $4,934 | 0.0% | +0% | 69.2 |
| 155 |  $UNP | UNION PACIFIC CORP | $4,853 | 0.0% | +0% | 74 |
| 156 |  $GEHC | GE HealthCare Technologies Inc. | $4,449 | 0.0% | +0% | 58.2 |
| 157 |  $DOV | DOVER Corp | $4,169 | 0.0% | +0% | 63.1 |
| 158 |  $MDLZ | Mondelez International, Inc. | $3,978 | 0.0% | +0% | 53.9 |
| 159 |  $CSX | CSX CORP | $3,695 | 0.0% | +0% | 66.4 |
| 160 |  $DLTR | DOLLAR TREE, INC. | $3,286 | 0.0% | +0% | 53.2 |
| 161 | — | ISHARES TR | $3,211 | 0.0% | +0% | — |
| 162 |  $IONQ | IonQ, Inc. | $2,883 | 0.0% | +0% | 32.8 |
| 163 | — | ETF SER SOLUTIONS | $2,710 | 0.0% | +0% | — |
| 164 |  $WFC | WELLS FARGO & COMPANY/MN | $2,389 | 0.0% | +0% | — |
| 165 |  $PEP | PEPSICO INC | $2,330 | 0.0% | +0% | 62.7 |
| 166 |  $KO | COCA COLA CO | $2,282 | 0.0% | +0% | 74 |
| 167 | — | SPDR SERIES TRUST | $2,242 | 0.0% | -6% | — |
| 168 |  $SOLV | Solventum Corp | $2,025 | 0.0% | +0% | 55.7 |
| 169 |  $CB | Chubb Ltd | $1,956 | 0.0% | +0% | — |
| 170 |  $RTX | RTX Corp | $1,929 | 0.0% | +0% | 70 |
| 171 | — | VANGUARD INDEX FDS | $1,619 | 0.0% | -77% | — |
| 172 |  $JCI | Johnson Controls International plc | $1,572 | 0.0% | +0% | — |
| 173 |  $VLTO | Veralto Corp | $1,504 | 0.0% | +0% | 74.4 |
| 174 |  $MT | ArcelorMittal | $1,456 | 0.0% | +0% | — |
| 175 |  $PG | PROCTER & GAMBLE Co | $1,445 | 0.0% | +0% | 72.9 |
| 176 | — | ISHARES INC | $1,419 | 0.0% | +0% | — |
| 177 |  $XYL | Xylem Inc. | $1,195 | 0.0% | +0% | 65.6 |
| 178 |  $GOOGL | Alphabet Inc. | $1,149 | 0.0% | NEW | 80.2 |
| 179 |  $CE | Celanese Corp | $987 | 0.0% | +0% | 38.3 |
| 180 |  $MET | METLIFE INC | $708 | 0.0% | +0% | 73.9 |
| 181 |  $CARR | CARRIER GLOBAL Corp | $564 | 0.0% | +0% | 61.5 |
| 182 |  $KHC | Kraft Heinz Co | $518 | 0.0% | +0% | 42.5 |
| 183 |  $OTIS | Otis Worldwide Corp | $386 | 0.0% | +0% | 60.3 |
| 184 | — | SPDR INDEX SHS FDS | $310 | 0.0% | +0% | — |
| 185 | — | VANGUARD SCOTTSDALE FDS | $259 | 0.0% | +0% | — |
| 186 |  $VSNT | Versant Media Group, Inc. | $223 | 0.0% | NEW | — |
| 187 |  $DXC | DXC Technology Co | $214 | 0.0% | +0% | 52.1 |
| 188 |  $LUMN | Lumen Technologies, Inc. | $202 | 0.0% | +0% | 39.8 |
| 189 | — | ISHARES TR | $132 | 0.0% | -100% | — |
| 190 |  $UPS | UNITED PARCEL SERVICE INC | $50 | 0.0% | NEW | 58.2 |
| 191 | — | VANGUARD BD INDEX FDS | $40 | 0.0% | NEW | — |
| 192 | — | SCHWAB STRATEGIC TR | $26 | 0.0% | +0% | — |
| 193 |  $USBC | USBC, Inc. | $0 | 0.0% | +0% | — |
New Positions (15)
VANGUARD ADMIRAL FDS INC$36,275
VANGUARD ADMIRAL FDS INC$34,366
SELECT SECTOR SPDR TR$18,693
FIRST TR EXCHANGE-TRADED FD$17,085
$CEG Constellation Energy Corp$12,932 AB ACTIVE ETFS INC$12,110
$DUK Duke Energy CORP$11,062$NVDA NVIDIA CORP$10,642 J P MORGAN EXCHANGE TRADED F$10,019
VANGUARD CHARLOTTE FDS$7,771
$EXC EXELON CORP$5,448$GOOGL Alphabet Inc.$1,149$VSNT Versant Media Group, Inc.$223$UPS UNITED PARCEL SERVICE INC$50 VANGUARD BD INDEX FDS$40
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AI-Powered Hedge Fund Analysis: North Ridge Wealth Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For North Ridge Wealth Advisors, Inc. (SEC CIK: 1974277), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in North Ridge Wealth Advisors, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.