North Ridge Wealth Advisors, Inc.
All 13F Filings
- Location
- Beaverton, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 178,624
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.9 K | 78.9% | 3.965 K | 0 | 3.965 K |
| ETFs | 37.36 K | 20.9% | 0 | 126 | -126 |
| Other | 384 | 0.2% | 0 | 29 | -29 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
178,624
Holdings
181
QoQ value change ($000)
3,802
(2.2%)
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.