Institutional Fund
North Ridge Wealth Advisors, Inc.
Beaverton, ORCIK 19742776 filings on record
Portfolio Value
$177.73M
Q1 2026
Holdings
193
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-0.5%
from $178.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust23.9%
- Dimensional ETF Trust8.8%
- Vanguard Scottsdale Fds8.3%
- Vanguard World Fd6.1%
- Dimensional ETF Trust5.4%
- Vanguard Whitehall Fds4.8%
- Other42.7%
Portfolio Holdings
193 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.09M | $42.50M | 23.9% | −29.7K | Reduced |
| 2 | Dimensional ETF Trust | 460.3K | $15.64M | 8.8% | −35.4K | Reduced |
| 3 | Vanguard Scottsdale Fds | 246.6K | $14.69M | 8.3% | +7.5K | Added |
| 4 | Vanguard World Fd | 168.2K | $10.92M | 6.1% | +10.8K | Added |
| 5 | Dimensional ETF Trust | 268.0K | $9.52M | 5.4% | −13.5K | Reduced |
| 6 | Vanguard Whitehall Fds | 130.4K | $8.57M | 4.8% | +883 | Added |
| 7 | Dimensional ETF Trust | 314.6K | $8.36M | 4.7% | +21.3K | Added |
| 8 | Vanguard Malvern Fds | 161.1K | $8.05M | 4.5% | +2.5K | Added |
| 9 | Ishares Tr | 191.0K | $7.84M | 4.4% | +10.2K | Added |
| 10 | Dimensional ETF Trust | 167.0K | $5.77M | 3.2% | −11.4K | Reduced |
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