North Ridge Wealth Advisors, Inc.
All 13F Filings
- Location
- Beaverton, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 177,729
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 193 | 177,729 | 13F-HR | North Ridge Wealth Advisors, Inc. |
| Q4 2025 | 2/13/2026 | 181 | 178,624 | 13F-HR | North Ridge Wealth Advisors, Inc. |
| Q3 2025 | 11/14/2025 | 188 | 174,822 | 13F-HR | North Ridge Wealth Advisors, Inc. |
| Q2 2025 | 8/15/2025 | 176 | 162,810 | 13F-HR | North Ridge Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.4 K | 6.4% | 0 | 129.5 K | -129.5 K |
| ETFs | 166.3 K | 93.6% | 129 K | 0 | 129 K |
| Other | 0 | 0.0% | 0 | 384 | -384 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
177,729
Holdings
193
QoQ value change ($000)
-895
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.