North Ridge Wealth Advisors, Inc.

RIA/Wealth

North Ridge Wealth Advisors, Inc. is a RIA/Wealth based in Beaverton, OR led by Brian John Lawrence, reporting $180.4M in AUM as of Q3 2025 with 92% ETF concentration, 74% concentrated in top 10 holdings, 24% allocation to DFAC, and minimal technology exposure.

OwnerBrian John Lawrence

Portfolio Value: $174.8M
Positions: 186
Top Holding: DFAC at 23.98%
Last Reported: Q3 2025

Address8285 Sw Nimbus Avenue, Suite 155, Beaverton, OR, 97008, United States

Top Holdings

Largest long holdings in North Ridge Wealth Advisors, Inc.'s portfolio (73.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$41.9M	23.98%	-$718.3K Sold	— 1.1M shares	Q1 2023 Held for 2y 8m
2 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$15.0M	8.56%	-$441.7K Sold	— 477.2K shares	Q1 2023 Held for 2y 8m
3 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$14.0M	7.99%	+$754.2K Bought	— 232.7K shares	Q1 2023 Held for 2y 8m
4 Vanguard World Funds Extended Duration EDV	ETF ETF	$10.6M	6.06%	+$911.1K Bought	— 154.7K shares	Q1 2023 Held for 2y 8m
5 Dimensional International Core Equity 2 DFIC	ETF ETF	$9.2M	5.26%	-$29.9K Sold	— 280.6K shares	Q1 2023 Held for 2y 8m
6 Vanguard Emerging Markets Government Bond VWOB	ETF ETF	$8.4M	4.82%	+$178.0K Bought	— 126.0K shares	Q1 2023 Held for 2y 8m
7 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$8.0M	4.59%	+$356.3K Bought	— 158.6K shares	Q1 2023 Held for 2y 8m
8 DFGR Dimensional Global Real Estate DFGR	ETF ETF	$7.4M	4.24%	+$372.9K Bought	— 271.5K shares	Q2 2023 Held for 2y 5m
9 iShares 1-3 Year International Treasury Bond IGOV	ETF ETF	$7.4M	4.22%	+$455.8K Bought	— 173.0K shares	Q1 2023 Held for 2y 8m
10 Microsoft MSFT	Software - Infrastructure Technology	$6.6M	3.79%	+$279.7K Bought	0.00% 12.8K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in North Ridge Wealth Advisors, Inc.'s latest filing

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Market Value

$174.8M

Prior: $162.8M

Q/Q Change

+7.38%

+$12.0M

Net Flows % of MV

+2.32%

Turnover Ratio

2.14%

New Purchases

11 stocks

$1.1M

Added To

39 stocks

+$4.6M

Sold Out Of

5 stocks

$54.2K

Reduced Holdings

12 stocks

-$1.5M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI Emerging Markets EEM	New	0 → 7.6K +$407.7K
2 Vanguard S&P 500 ETF VOO	New	0 → 458.0 +$280.5K
3 iShares MSCI EAFE Small-Cap ETF SCZ	New	0 → 2.2K +$165.5K
4 Dimensional World Equity DFAW	New	0 → 1.1K +$81.9K
5 GLD SPDR Gold Trust GLD	New	0 → 175.0 +$62.2K

Decreased Positions

Position	Shares Δ	Change
1 Avantis U.S. Small Cap Value AVUV	Sold	400.0 → 0 −$36.4K
2 VSGX Vanguard ESG International Stock VSGX	Sold	118.0 → 0 −$7.8K
3 Cisco Systems, Inc. CSCO	Sold	75.0 → 0 −$5.2K
4 Calavo Growers CVGW	Sold	180.0 → 0 −$4.8K
5 Vanguard Dividend Appreciation VIG	-69.19%	185.0 → 57.0 −$27.6K