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CIK: 0002117069
Total reported value
$249.2M
$249.2M
93 檔
36.9%
As reported in its official Q2 2026 Form 13F filing, Green Ridge Wealth Planning LLC's tracked investment portfolio stood at $249.2M with 93 total positions.
In Q2 2026, Green Ridge Wealth Planning LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.80% | -0.12% | +3.29% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.15% | -0.06% | +9.88% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.48% | -0.26% | +4.92% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.89% | -0.26% | +2.93% | |
| 5 | IOO | Ishares Global 100 ETF | ETF-Other | 5.35% | +0.98% | +10.18% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.05% | +0.16% | +10.30% | |
| 7 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 4.43% | +1.04% | +16.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.13% | -5.41% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.28% | -0.15% | -14.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | -0.48% | -2.06% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.50% | -0.05% | -4.03% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.25% | -1.33% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.43% | +0.23% | -31.05% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.08% | +1.48% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.93% | +0.07% | -6.45% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | +0.53% | +4.58% | |
| 17 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.70% | -0.91% | -21.82% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | -1.69% | EXIT | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.68% | -0.52% | — | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.42% | +0.17% | +56.22% | |
| 21 | OILK | Pros K-1 Free Cr Oil Etf-usd | ETF-Other | 1.31% | -1.31% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.02% | +14.11% | |
| 23 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 1.27% | +0.77% | — | |
| 24 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 1.25% | +0.25% | +14.41% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | -0.10% | -0.03% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.02% | -0.36% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.26% | -0.45% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.19% | +8.53% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.06% | -1.86% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.65% | -0.11% | -0.03% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.03% | -33.78% | |
| 32 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.55% | +0.21% | +165.99% | |
| 33 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.54% | -0.54% | EXIT | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | -0.08% | — | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | -0.01% | -62.48% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.36% | +0.11% | -0.09% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.01% | -1.06% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.02% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | -0.39% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | -0.03% | -11.54% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | -0.80% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | -0.01% | -6.00% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | -0.03% | +3.80% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.25% | +0.02% | +0.06% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.03% | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.03% | -0.74% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | -0.06% | -0.11% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | -0.11% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — |
According to official SEC Form 13F filings, Green Ridge Wealth Planning LLC reported a total U.S. public equity portfolio value of $249.2M across 93 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, VEA, SPMO) accounted for 36.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCHA
市值: $4.0M
Top Position Liquidated / Trimmed
FXI
前期市值: $764.2K
During Q2 2026, Green Ridge Wealth Planning LLC's top holdings by market value included QQQ (11.8%)、VEA (8.2%)、SPMO (7.5%). The largest single position, QQQ, represented 11.8% of total portfolio value.
In Q2 2026, Green Ridge Wealth Planning LLC made 79 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 44 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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