North Ridge Wealth Advisors, Inc.

BEAVERTON, OR · CIK 1974277 · 13F filing filed 2026-05-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBeaverton, OR

$177.7m reported value -0.5% vs Q4 2025

193positions

74.2%in top 10

19 new 34 added 21 reduced 7 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,093,766	$42.5m23.91%	23.91%	Reduced -29.7k	-29,724 -2.6%
2	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	460,305	$15.6m8.80%	8.80%	Reduced -35.4k	-35,425 -7.2%
3	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	246,642	$14.7m8.26%	8.26%	Added +7.5k	+7,520 3.1%
4	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	168,157	$10.9m6.15%	6.15%	Added +10.8k	+10,846 6.9%
5	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	268,030	$9.5m5.36%	5.36%	Reduced -13.5k	-13,542 -4.8%
6	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	130,388	$8.6m4.82%	4.82%	Added +883	+883 0.7%
7	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	314,570	$8.4m4.70%	4.70%	Added +21.3k	+21,273 7.2%
8	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	161,104	$8.0m4.53%	4.53%	Added +2.5k	+2,483 1.6%
9	ISHARES TR INTL TREA BD ETF IGOV	IGOV	190,980	$7.8m4.41%	4.41%	Added +10.2k	+10,192 5.6%
10	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	166,953	$5.8m3.25%	3.25%	Reduced -11.4k	-11,430 -6.4%
11	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	40,954	$4.6m2.56%	2.56%	Reduced -621	-621 -1.5%
12	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	102,837	$4.5m2.55%	2.55%	Reduced -2.2k	-2,202 -2.1%
13	MICROSOFT CORP COM MSFT	MSFT	11,105	$4.1m2.31%	2.31%	Reduced -668	-668 -5.7%
14	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	61,775	$3.0m1.67%	1.67%	Added +14.2k	+14,198 29.8%
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	9,933	$1.9m1.10%	1.10%	Unchanged
16	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	22,055	$1.9m1.05%	1.05%	Reduced -4.1k	-4,128 -15.8%
17	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	42,290	$1.7m0.98%	0.98%	Added +1.7k	+1,724 4.2%
18	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	67,169	$1.7m0.94%	0.94%	Added +1.5k	+1,515 2.3%
19	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,813	$1.7m0.94%	0.94%	Reduced -112	-112 -2.9%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,980	$1.6m0.90%	0.90%	Added +352	+352 7.6%
21	ISHARES TR GLOBAL REIT ETF REET	REET	42,915	$1.1m0.61%	0.61%	Added +6	+6 0.0%
22	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	14,584	$1.0m0.58%	0.58%	Unchanged
23	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,295	$773.8k0.44%	0.44%	Added +1.1k	+1,112 607.6%
24	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	17,929	$760.2k0.43%	0.43%	Added +240	+240 1.4%
25	AMERICAN CENTY ETF TR AVANTIS ALL INT AVNM	AVNM	9,629	$733.4k0.41%	0.41%	Reduced -114	-114 -1.2%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,472	$705.4k0.40%	0.40%	Added +1.0k	+1,012 220.0%
27	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	8,346	$672.5k0.38%	0.38%	Reduced -1.7k	-1,655 -16.6%
28	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	7,868	$581.6k0.33%	0.33%	Unchanged
29	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	6,376	$565.5k0.32%	0.32%	Added +8	+8 0.1%
30	BOEING CO COM BA	BA	2,797	$556.6k0.31%	0.31%	Reduced -100	-100 -3.5%
31	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	13,057	$553.2k0.31%	0.31%	Reduced -129	-129 -1.0%
32	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,638	$518.2k0.29%	0.29%	Unchanged
33	JPMORGAN CHASE & CO COM JPM	JPM	1,710	$503.0k0.28%	0.28%	Unchanged
34	ROCKWELL AUTOMATION INC COM ROK	ROK	1,358	$487.4k0.27%	0.27%	Unchanged
35	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	4,498	$465.3k0.26%	0.26%	Added +1	+1 0.0%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	1,523	$412.1k0.23%	0.23%	Unchanged
37	MASTERCARD INCORPORATED CL A MA	MA	800	$399.7k0.22%	0.22%	Unchanged
38	ISHARES TR JPMORGAN USD EMG EMB	EMB	3,987	$374.5k0.21%	0.21%	Unchanged
39	PIMCO ETF TR 25YR+ ZERO U S ZROZ	ZROZ	5,514	$353.0k0.20%	0.20%	Reduced -2.3k	-2,329 -29.7%
40	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	4,787	$352.6k0.20%	0.20%	Reduced -17	-17 -0.3%
41	APPLE INC COM AAPL	AAPL	1,280	$325.0k0.18%	0.18%	Reduced -137	-137 -9.7%
42	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	7,079	$314.7k0.18%	0.18%	Added +28	+28 0.4%
43	CATERPILLAR INC COM CAT	CAT	400	$283.4k0.16%	0.16%	Unchanged
44	SHELL PLC SPON ADS SHEL	SHEL	2,952	$274.5k0.15%	0.15%	Unchanged
45	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,049	$259.5k0.15%	0.15%	Added +2.5k	+2,474 157.1%
46	VANGUARD INDEX FDS MID CAP ETF VO	VO	901	$253.2k0.14%	0.14%	Added +461	+461 104.8%
47	TESLA INC COM TSLA	TSLA	650	$241.6k0.14%	0.14%	Unchanged
48	VANGUARD INDEX FDS SMALL CP ETF VB	VB	915	$239.7k0.13%	0.13%	Unchanged
49	PNC FINL SVCS GROUP INC COM PNC	PNC	1,000	$208.1k0.12%	0.12%	Unchanged
50	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	2,750	$206.5k0.12%	0.12%	Added +1.9k	+1,850 205.6%
51	STARBUCKS CORP COM SBUX	SBUX	2,150	$192.6k0.11%	0.11%	Unchanged
52	HONEYWELL INTL INC COM COM		800	$180.8k0.10%	0.10%	Unchanged
53	ISHARES TR CORE S&P500 ETF IVV	IVV	236	$154.4k0.09%	0.09%	Added +56	+56 31.1%
54	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,627	$147.3k0.08%	0.08%	Reduced -75	-75 -4.4%
55	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	253	$146.3k0.08%	0.08%	Added +64	+64 33.9%
56	LOCKHEED MARTIN CORP COM LMT	LMT	227	$137.2k0.08%	0.08%	Unchanged
57	PINNACLE WEST CAP CORP COM PNW	PNW	1,230	$123.9k0.07%	0.07%	Unchanged
58	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	400	$120.9k0.07%	0.07%	Unchanged
59	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	1,688	$120.1k0.07%	0.07%	Unchanged
60	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	180	$117.1k0.07%	0.07%	Unchanged
61	MARTIN MARIETTA MATLS INC COM MLM	MLM	188	$110.7k0.06%	0.06%	Unchanged
62	XCEL ENERGY INC COM XEL	XEL	1,356	$107.7k0.06%	0.06%	Unchanged
63	GE AEROSPACE COM NEW GE	GE	375	$106.4k0.06%	0.06%	Unchanged
64	NETSCOUT SYS INC COM NTCT	NTCT	3,187	$101.3k0.06%	0.06%	Unchanged
65	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,192	$91.2k0.05%	0.05%	Added +217	+217 22.3%
66	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSE	AVSE	1,365	$90.9k0.05%	0.05%	Unchanged
67	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	1,228	$90.6k0.05%	0.05%	Added +63	+63 5.4%
68	WEYERHAEUSER CO MTN BE COM NEW WY	WY	3,638	$88.9k0.05%	0.05%	Unchanged
69	PFIZER INC COM PFE	PFE	3,123	$87.7k0.05%	0.05%	Unchanged
70	ISHARES TR CORE S&P SCP ETF IJR	IJR	700	$87.0k0.05%	0.05%	Unchanged
71	GE VERNOVA INC COM GEV	GEV	93	$81.2k0.05%	0.05%	Unchanged
72	ALLY FINL INC COM ALLY	ALLY	2,000	$78.5k0.04%	0.04%	Unchanged
73	EXXON MOBIL CORP COM XOM	XOM	451	$76.5k0.04%	0.04%	Added +301	+301 200.7%
74	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	144	$66.7k0.04%	0.04%	Unchanged
75	AMERICAN EXPRESS CO COM AXP	AXP	200	$60.5k0.03%	0.03%	Unchanged
76	JOHNSON & JOHNSON COM JNJ	JNJ	245	$59.9k0.03%	0.03%	Unchanged
77	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	268	$58.3k0.03%	0.03%	Added +254	+254 1814.3%
78	AT&T INC COM T	T	2,000	$58.0k0.03%	0.03%	Unchanged
79	CONSOLIDATED EDISON INC COM ED	ED	500	$56.6k0.03%	0.03%	Unchanged
80	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	3,644	$54.8k0.03%	0.03%	Unchanged
81	ABBVIE INC COM ABBV	ABBV	247	$53.7k0.03%	0.03%	Unchanged
82	ISHARES TR RUS 1000 ETF IWB	IWB	150	$53.5k0.03%	0.03%	Unchanged
83	INTEL CORP COM INTC	INTC	1,200	$53.0k0.03%	0.03%	Unchanged
84	ABBOTT LABS COM ABT	ABT	500	$51.3k0.03%	0.03%	Unchanged
85	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	1,520	$51.0k0.03%	0.03%	New
86	STATE STR CORP COM STT	STT	400	$50.6k0.03%	0.03%	Unchanged
87	FORD MTR CO COM F	F	4,250	$49.0k0.03%	0.03%	Unchanged
88	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	36	$47.5k0.03%	0.03%	Unchanged
89	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	257	$47.3k0.03%	0.03%	Added +235	+235 1068.2%
90	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	223	$42.8k0.02%	0.02%	New
91	3M CO COM MMM	MMM	288	$41.8k0.02%	0.02%	Unchanged
92	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	794	$38.6k0.02%	0.02%	Added +99	+99 14.2%
93	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	357	$36.3k0.02%	0.02%	New
94	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	322	$36.2k0.02%	0.02%	Unchanged
95	CORTEVA INC COM CTVA	CTVA	427	$35.7k0.02%	0.02%	Unchanged
96	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	301	$34.4k0.02%	0.02%	New
97	COLUMBIA BKG SYS INC COM COLB	COLB	1,191	$32.7k0.02%	0.02%	Unchanged
98	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	530	$32.1k0.02%	0.02%	Unchanged
99	AVISTA CORP COM AVA	AVA	800	$32.1k0.02%	0.02%	Unchanged
100	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	325	$31.1k0.02%	0.02%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVGE	AVGE	70	$6.0k70 shares
SCHWAB STRATEGIC TR SCHX	SCHX	160	$4.3k160 shares
VERTIV HOLDINGS CO VRT	VRT	14	$2.3k14 shares
ADVANCED MICRO DEVICES INC AMD	AMD	10	$2.1k10 shares
QUANTA SVCS INC PWR	PWR	5	$2.1k5 shares
OKLO INC OKLO	OKLO	21	$1.5k21 shares
META PLATFORMS INC META	META	1	$5891 shares