$103 Million is the total value of North Ridge Wealth Advisors, Inc.'s 36 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 23.8% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 9.6% |
| VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 9.5% |
| VANGUARD WORLD FD | 3 | Q3 2023 | 7.2% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 5.7% |
| VANGUARD WHITEHALL FDS | 3 | Q3 2023 | 5.6% |
| VANGUARD MALVERN FDS | 3 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 3 | Q3 2023 | 4.9% |
| AMERICAN CENTY ETF TR | 3 | Q3 2023 | 4.0% |
| ISHARES TR | 3 | Q3 2023 | 3.4% |
View North Ridge Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-28 |
View North Ridge Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.