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Brian Lawrence

North Ridge Wealth Advisors, Inc.

Assets Managed
$177.729M
Holdings
193
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-0.5%(2Q avg: 0.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in North Ridge Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of North Ridge Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 177.729M in assets, with a quarterly growth rate of -0.5% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Brian Lawrence, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.64%
23.92%
$42.504M
1.094M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -7.14%
8.8%
$15.637M
460,305 shares@ $33.97 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 3.15%
8.27%
$14.688M
246,642 shares@ $59.55 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Increased 6.9%
6.15%
$10.922M
168,157 shares@ $64.96 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -4.8%
5.36%
$9.523M
268,030 shares@ $35.53 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 0.69%
4.82%
$8.565M
130,388 shares@ $65.7 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 7.26%
4.71%
$8.361M
314,570 shares@ $26.59 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 1.57%
4.53%
$8.047M
161,104 shares@ $49.96 avg price
IGOV
Ishares International Treasu
Recent Activity
Increased 5.64%
4.42%
$7.842M
190,980 shares@ $41.06 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -6.4%
3.25%
$5.768M
166,953 shares@ $34.56 avg price

1-10 of 193