North Ridge Wealth Advisors, Inc.
Sector Allocation
- Other88.8%$157.8M
- Technology7.5%$13.3M
- Financials1.2%$2.1M
- Industrials1.1%$1.9M
- Healthcare0.5%$794,010
- Consumer Discretionary0.3%$600,527
- Energy0.2%$370,300
- Utilities0.2%$365,799
- Materials0.1%$171,195
- Consumer Staples0.1%$123,680
AUM History
13fpro.ai/research/fund/north-ridge-wealth-advisors-inc-1974277
Conviction and streaks
Stable · top 10 = 74.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q1 2026
- DIMENSIONAL$42.5M
- DIMENSIONAL$15.6M
- VANGUARD$14.7M
- VANGUARD$10.9M
- DIMENSIONAL$9.5M
SNPS
$8.6M- DIMENSIONAL$8.4M
- VANGUARD$8.0M
- ISHARES$7.8M
- DIMENSIONAL$5.8M
- AMERICAN$4.6M
- AMERICAN$4.5M
MSFT
$4.1M- DIMENSIONAL$3.0M
- VANGUARD$1.9M
- AMERICAN$1.9M
- DIMENSIONAL$1.7M
- SCHWAB$1.7M
- VANGUARD$1.7M
- VANGUARD$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/north-ridge-wealth-advisors-inc-1974277
North Ridge Wealth Advisors, Inc. 13F holdings — Q1 2026
$177.7M portfolio (-0.5% QoQ) · 193 holdings · Q1 2026 13F · top 10 are 74% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST
$42.5M
23.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST
$15.6M
8.8% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS
$14.7M
8.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WORLD FD
$10.9M
6.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST
$9.5M
5.4% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $8.6M
4.8% of stocks
+0.7%This quarter-10.9%Since filed5+ qtrsHeld- 7
DIMENSIONAL ETF TRUST
$8.4M
4.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD MALVERN FDS
$8.0M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR
$7.8M
4.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST
$5.8M
3.3% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $8.6M | 4.8% | +0.7% | -10.9% | 5+ qtrs | 67.7#348 | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | — | — | — | — |
All holdings — North Ridge Wealth Advisors, Inc. (Q1 2026)
193 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AMERICAN CENTY ETF TRetf/fund | — | $4.6M | 2.6% | 41K | -1% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TRetf/fund | — | $4.5M | 2.5% | 103K | -2% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $4.1M | 2.3% | 11K | -6% | 5+ qtrsTrimmed 2 qtrs in a row | 79.8 | 13F | |
| 14 | — | DIMENSIONAL ETF TRUSTetf/fund | — | $3.0M | 1.7% | 62K | +30% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDSetf/fund | — | $1.9M | 1.1% | 9,933 | — | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TRetf/fund | — | $1.9M | 1.1% | 22K | -16% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUSTetf/fund | — | $1.7M | 1.0% | 42K | +4% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR | — | $1.7M | 0.9% | 67K | +2% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDSetf/fund | — | $1.7M | 0.9% | 3,813 | -3% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDSetf/fund | — | $1.6M | 0.9% | 4,980 | +8% | — | — | 13F |
| 21 | — | ISHARES TRetf/fund | — | $1.1M | 0.6% | 43K | +0.0% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUSTetf/fund | — | $1.0M | 0.6% | 15K | — | — | — | 13F |
| 23 | — | VANGUARD INDEX FDSetf/fund | — | $774K | 0.4% | 1,295 | +608% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUSTetf/fund | — | $760K | 0.4% | 18K | +1% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TRetf/fund | — | $733K | 0.4% | 9,629 | -1% | — | — | 13F |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $705K | 0.4% | 1,472 | +220% | |||
| 27 | — | AMERICAN CENTY ETF TR | — | $672K | 0.4% | 8,346 | -17% | |||
| 28 | — | AMERICAN CENTY ETF TR | — | $582K | 0.3% | 7,868 | — | |||
| 29 | — | VANGUARD INDEX FDS | — | $566K | 0.3% | 6,376 | +0.1% | |||
| 30 | $BA | BOEING CO | Industrials | $557K | 0.3% | 2,797 | -3% | |||
| 31 | — | DIMENSIONAL ETF TRUST | — | $553K | 0.3% | 13K | -1.0% | |||
| 32 | — | ISHARES TR | — | $518K | 0.3% | 3,638 | — | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $503K | 0.3% | 1,710 | — | |||
| 34 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $487K | 0.3% | 1,358 | — | |||
| 35 | — | ISHARES TR | — | $465K | 0.3% | 4,498 | +0.0% | |||
| 36 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $412K | 0.2% | 1,523 | — | |||
| 37 | $MA | Mastercard Inc | Financials | $400K | 0.2% | 800 | — | |||
| 38 | — | ISHARES TR | — | $374K | 0.2% | 3,987 | — | |||
| 39 | — | PIMCO ETF TR | — | $353K | 0.2% | 5,514 | -30% | |||
| 40 | — | AMERICAN CENTY ETF TR | — | $353K | 0.2% | 4,787 | -0.4% | |||
| 41 | $AAPL | Apple Inc. | Technology | $325K | 0.2% | 1,280 | -10% | |||
| 42 | — | VANGUARD INTL EQUITY INDEX F | — | $315K | 0.2% | 7,079 | +0.4% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $283K | 0.2% | 400 | — | |||
| 44 | $SHEL | Shell plc | Energy | $275K | 0.1% | 2,952 | — | |||
| 45 | — | VANGUARD TAX-MANAGED FDS | — | $259K | 0.1% | 4,049 | +157% | |||
| 46 | — | VANGUARD INDEX FDS | — | $253K | 0.1% | 901 | +105% | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $242K | 0.1% | 650 | — | |||
| 48 | — | VANGUARD INDEX FDS | — | $240K | 0.1% | 915 | — | |||
| 49 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $208K | 0.1% | 1,000 | — | |||
| 50 | — | VANGUARD INTL EQUITY INDEX F | — | $207K | 0.1% | 2,750 | +206% | |||
| 51 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $193K | 0.1% | 2,150 | — | |||
| 52 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $181K | 0.1% | 800 | — | |||
| 53 | — | ISHARES TR | — | $154K | 0.1% | 236 | +31% | |||
| 54 | — | ISHARES TR | — | $147K | 0.1% | 1,627 | -4% | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $146K | 0.1% | 253 | +34% | |||
| 56 | $LMT | LOCKHEED MARTIN CORP | Industrials | $137K | 0.1% | 227 | — | |||
| 57 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $124K | 0.1% | 1,230 | — | |||
| 58 | — | VANGUARD INDEX FDS | — | $121K | 0.1% | 400 | — | |||
| 59 | — | DIMENSIONAL ETF TRUST | — | $120K | 0.1% | 1,688 | — | |||
| 60 | $SPY | SPDR S&P 500 ETF TRUST | — | $117K | 0.1% | 180 | — | |||
| 61 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $111K | 0.1% | 188 | — | |||
| 62 | $XEL | XCEL ENERGY INC | Utilities | $108K | 0.1% | 1,356 | — | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $106K | 0.1% | 375 | — | |||
| 64 | $NTCT | NETSCOUT SYSTEMS INC | Technology | $101K | 0.1% | 3,187 | — | |||
| 65 | — | SPDR SERIES TRUST | — | $91K | 0.1% | 1,192 | +22% | |||
| 66 | — | AMERICAN CENTY ETF TR | — | $91K | 0.1% | 1,365 | — | |||
| 67 | — | DIMENSIONAL ETF TRUST | — | $91K | 0.1% | 1,228 | +5% | |||
| 68 | $WY | WEYERHAEUSER CO | Real Estate | $89K | 0.1% | 3,638 | — | |||
| 69 | $PFE | PFIZER INC | Healthcare | $88K | 0.1% | 3,123 | — | |||
| 70 | — | ISHARES TR | — | $87K | 0.1% | 700 | — | |||
| 71 | $GEV | GE Vernova Inc. | Industrials | $81K | 0.1% | 93 | — | |||
| 72 | $ALLY | Ally Financial Inc. | Financials | $78K | 0.0% | 2,000 | — | |||
| 73 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $76K | 0.0% | 451 | +201% | |||
| 74 | — | STATE STR SPDR DOW JONES IND | — | $67K | 0.0% | 144 | — | |||
| 75 | $AXP | AMERICAN EXPRESS CO | Financials | $60K | 0.0% | 200 | — | |||
| 76 | $JNJ | JOHNSON & JOHNSON | Healthcare | $60K | 0.0% | 245 | — | |||
| 77 | — | VANGUARD INDEX FDS | — | $58K | 0.0% | 268 | +1814% | |||
| 78 | $T | AT&T INC. | Communication Services | $58K | 0.0% | 2,000 | — | |||
| 79 | $ED | CONSOLIDATED EDISON INC | Utilities | $57K | 0.0% | 500 | — | |||
| 80 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $55K | 0.0% | 3,644 | — | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $54K | 0.0% | 247 | — | |||
| 82 | — | ISHARES TR | — | $53K | 0.0% | 150 | — | |||
| 83 | $INTC | INTEL CORP | Technology | $53K | 0.0% | 1,200 | — | |||
| 84 | $ABT | ABBOTT LABORATORIES | Healthcare | $51K | 0.0% | 500 | — | |||
| 85 | — | SPDR SERIES TRUST | — | $51K | 0.0% | 1,520 | +485% | |||
| 86 | $STT | STATE STREET CORP | Financials | $51K | 0.0% | 400 | — | |||
| 87 | $F | FORD MOTOR CO | Consumer Discretionary | $49K | 0.0% | 4,250 | — | |||
| 88 | $ASML | ASML HOLDING NV | Technology | $48K | 0.0% | 36 | — | |||
| 89 | — | VANGUARD INDEX FDS | — | $47K | 0.0% | 257 | +1068% | |||
| 90 | — | ISHARES TR | — | $43K | 0.0% | 223 | -100% | |||
| 91 | $MMM | 3M CO | Healthcare | $42K | 0.0% | 288 | — | |||
| 92 | — | VANGUARD INTL EQUITY INDEX F | — | $39K | 0.0% | 794 | +14% | |||
| 93 | — | VANGUARD ADMIRAL FDS INC | — | $36K | 0.0% | 357 | New | |||
| 94 | — | VANGUARD WORLD FD | — | $36K | 0.0% | 322 | — | |||
| 95 | $CTVA | Corteva, Inc. | Consumer Staples | $36K | 0.0% | 427 | — | |||
| 96 | — | VANGUARD ADMIRAL FDS INC | — | $34K | 0.0% | 301 | New | |||
| 97 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $33K | 0.0% | 1,191 | — | |||
| 98 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $32K | 0.0% | 530 | — | |||
| 99 | $AVA | AVISTA CORP | Utilities | $32K | 0.0% | 800 | — | |||
| 100 | — | ISHARES TR | — | $31K | 0.0% | 325 | — | |||
| 101 | $ORCL | ORACLE CORP | Technology | $30K | 0.0% | 205 | — | |||
| 102 | — | ISHARES TR | — | $28K | 0.0% | 286 | -21% | |||
| 103 | $TDC | TERADATA CORP /DE/ | Technology | $26K | 0.0% | 1,000 | — | |||
| 104 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $25K | 0.0% | 500 | — | |||
| 105 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $25K | 0.0% | 200 | — | |||
| 106 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $25K | 0.0% | 25 | — | |||
| 107 | $Q | Qnity Electronics, Inc. | Technology | $24K | 0.0% | 212 | — | |||
| 108 | $CVS | CVS HEALTH Corp | Healthcare | $24K | 0.0% | 334 | — | |||
| 109 | $LPX | LOUISIANA-PACIFIC CORP | Industrials | $22K | 0.0% | 300 | — | |||
| 110 | $DD | DuPont de Nemours, Inc. | Materials | $20K | 0.0% | 427 | — | |||
| 111 | $ET | Energy Transfer LP | Energy | $19K | 0.0% | 1,000 | — | |||
| 112 | — | ISHARES INC | — | $19K | 0.0% | 269 | — | |||
| 113 | — | SELECT SECTOR SPDR TR | — | $19K | 0.0% | 379 | New | |||
| 114 | $HPE | Hewlett Packard Enterprise Co | Technology | $19K | 0.0% | 779 | — | |||
| 115 | $M | Macy's, Inc. | Consumer Discretionary | $18K | 0.0% | 1,000 | — | |||
| 116 | — | FIRST TR EXCHANGE-TRADED FD | — | $17K | 0.0% | 73 | New | |||
| 117 | $NUE | NUCOR CORP | Materials | $17K | 0.0% | 101 | — | |||
| 118 | $PM | Philip Morris International Inc. | Consumer Staples | $17K | 0.0% | 100 | — | |||
| 119 | $NEE | NEXTERA ENERGY INC | Utilities | $16K | 0.0% | 172 | +760% | |||
| 120 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $15K | 0.0% | 260 | -79% | |||
| 121 | — | SCHWAB STRATEGIC TR | — | $15K | 0.0% | 616 | — | |||
| 122 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $15K | 0.0% | 200 | — | |||
| 123 | $TROW | PRICE T ROWE GROUP INC | Financials | $14K | 0.0% | 160 | — | |||
| 124 | $SYY | SYSCO CORP | Consumer Discretionary | $14K | 0.0% | 200 | — | |||
| 125 | $HOG | HARLEY-DAVIDSON, INC. | Industrials | $14K | 0.0% | 689 | — | |||
| 126 | — | SPDR SERIES TRUST | — | $13K | 0.0% | 278 | +7% | |||
| 127 | — | SPDR SERIES TRUST | — | $13K | 0.0% | 226 | -21% | |||
| 128 | $DOW | DOW INC. | Materials | $13K | 0.0% | 320 | — | |||
| 129 | $CEG | Constellation Energy Corp | Utilities | $13K | 0.0% | 46 | New | |||
| 130 | $HPQ | HP INC | Technology | $13K | 0.0% | 654 | +0.6% | |||
| 131 | — | VANGUARD SPECIALIZED FUNDS | — | $12K | 0.0% | 57 | — | |||
| 132 | — | AB ACTIVE ETFS INC | — | $12K | 0.0% | 485 | New | |||
| 133 | — | VANGUARD STAR FDS | — | $12K | 0.0% | 155 | — | |||
| 134 | $DIS | Walt Disney Co | Communication Services | $11K | 0.0% | 116 | — | |||
| 135 | $DUK | Duke Energy CORP | Utilities | $11K | 0.0% | 84 | New | |||
| 136 | $NVDA | NVIDIA CORP | Technology | $11K | 0.0% | 61 | New | |||
| 137 | $WMT | Walmart Inc. | Consumer Staples | $11K | 0.0% | 86 | +91% | |||
| 138 | — | J P MORGAN EXCHANGE TRADED F | — | $10K | 0.0% | 213 | New | |||
| 139 | $DHR | DANAHER CORP /DE/ | Healthcare | $10K | 0.0% | 51 | — | |||
| 140 | $KIM | KIMCO REALTY CORP | Real Estate | $9K | 0.0% | 400 | — | |||
| 141 | — | VANGUARD WORLD FD | — | $9K | 0.0% | 51 | — | |||
| 142 | $DELL | Dell Technologies Inc. | Technology | $8K | 0.0% | 49 | +880% | |||
| 143 | $KMB | KIMBERLY CLARK CORP | Materials | $8K | 0.0% | 84 | — | |||
| 144 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $8K | 0.0% | 500 | — | |||
| 145 | — | VANGUARD CHARLOTTE FDS | — | $8K | 0.0% | 162 | New | |||
| 146 | $SPOT | Spotify Technology S.A. | Communication Services | $8K | 0.0% | 16 | — | |||
| 147 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $8K | 0.0% | 179 | — | |||
| 148 | — | ARK ETF TR | — | $8K | 0.0% | 198 | — | |||
| 149 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $7K | 0.0% | 100 | — | |||
| 150 | $CCZ | COMCAST CORP | Communication Services | $6K | 0.0% | 222 | — |
What changed in Q1 2026
Against the previous quarter's 13F: 15 new, 35 added to, 24 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- VANGUARD ADMIRAL FDS INC$36K
first bought this quarter
- VANGUARD ADMIRAL FDS INC$34K
first bought this quarter
- SELECT SECTOR SPDR TR$19K
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD$17K
first bought this quarter
$CEGConstellation Energy Corp$13K
first bought this quarter
- AB ACTIVE ETFS INC$12K
first bought this quarter
+9 more in the Excel export
Added to (35)
- VANGUARD WORLD FD+7%
now $10.9M
$BRK.BBERKSHIRE HATHAWAY INC+220%
now $705K · held 5+ qtrs
- VANGUARD SCOTTSDALE FDS+3%
now $14.7M
- ISHARES TR+6%
now $7.8M
- VANGUARD TAX-MANAGED FDS+157%
now $259K
- VANGUARD MALVERN FDS+2%
now $8.0M
+29 more in the Excel export
Trimmed (24)
- DIMENSIONAL ETF TRUST-3%
now $42.5M
now $4.1M · held 5+ qtrs, 2 trims in a row
- PIMCO ETF TR-30%
now $353K
- AMERICAN CENTY ETF TR-1%
now $4.6M
$FBTCFidelity Wise Origin Bitcoin Fund-79%
now $15K · held 5+ qtrs, 2 trims in a row
$AAPLApple Inc.-10%
now $325K · held 5+ qtrs
+18 more in the Excel export
Holdings by quarter
Every 13F North Ridge Wealth Advisors, Inc. has filed, 12 earlier quarters. Pick one to see what it held then.
Is it too late to follow North Ridge Wealth Advisors?
Q1 2026 13F filed with the SEC on May 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of North Ridge Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 7% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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