North Ridge Wealth Advisors, Inc.
•CIK: 1974277•Filing: Q4 2025
**North Ridge Wealth Advisors, Inc.** manages $179M across a diversified portfolio of 180 positions. The firm exhibits significant concentration in fixed income and defensive sectors, notably holding DFAC at $44.5M and DFAX at $16.2M. Further allocations include substantial positions in VGIT ($14.3M) and EDV ($10.2M), suggesting a tactical focus on yield and stability. This positioning reflects a disciplined, asset-allocation approach within the current market structure.
Total AUM
$178.6M
QoQ Performance
+2.2%
Positions
127
Top 10 Concentration
74.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAX
VGIT
EDV
DFIC
DFAC24.9%
DFAX9.1%
VGIT8.0%
EDV5.7%
DFIC5.4%
VWOB4.9%
VTIP4.4%
DFGR4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.0%
Technology3.5%
Financial0.8%
Industrial0.7%
Healthcare0.5%
Consumer0.3%
ETF0.2%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW6 new positions
↑29 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023