13F Filings History of North Ridge Wealth Advisors, Inc.

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$174,821,819
Signature - Title
Brian Lawrence - Principal
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by North Ridge Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. North Ridge Wealth Advisors, Inc. reported 185 stock holdings with total value $174,821,819 as of Q3 2025. Top holdings included DFAC, DFAX, VGIT, EDV, and DFIC.

Notify me when North Ridge Wealth Advisors, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 185 $174,821,819 +$5,882,173 -$1,593,319 +$4,288,854 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 14 Nov 2025, 12:55
Q2 2025 175 $162,809,603 +$6,035,890 -$3,065,426 +$2,970,464 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 15 Aug 2025, 13:32
Q1 2025 163 $149,687,885 +$6,249,809 -$955,273 +$5,294,536 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 09 May 2025, 16:53
Q4 2024 195 $144,470,319 +$7,403,591 -$3,089,614 +$4,313,977 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 09 May 2025, 17:03
Q3 2024 42 $147,083,956 +$8,480,690 -$1,400,599 +$7,080,091 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 23 Oct 2024, 17:13
Q2 2024 41 $131,636,542 +$4,987,904 -$2,393,334 +$2,594,570 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 30 Jul 2024, 17:22
Q1 2024 40 $128,931,133 +$5,137,409 -$176,449 +$4,960,960 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 24 Apr 2024, 10:44
Q4 2023 39 $120,150,028 +$8,884,870 -$1,678,686 +$7,206,184 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 18 Jan 2024, 09:46
Q3 2023 36 $102,663,612 +$4,163,067 -$454,157 +$3,708,910 DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 19 Oct 2023, 11:35
Q2 2023 38 $104,641,221 +$5,333,277 -$2,215,664 +$3,117,613 DFAC, DFAX, VGIT, EDV, VWOB 13F-HR 26 Jul 2023, 20:47
Q1 2023 40 $99,933,086 $0 DFAC, DFAX, VGIT, EDV, VWOB 13F-HR 28 Apr 2023, 16:38