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Green Ridge Wealth Planning

Latest statistics and disclosures from Green Ridge Wealth Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002117069

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Positions held by Green Ridge Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Green Ridge Wealth Planning

Green Ridge Wealth Planning holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.5	$22M	37k	614.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.7	$15M	241k	62.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.9	$14M	114k	119.32	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	6.5	$13M	216k	59.28	View chart
Ishares Tr Core Msci Intl (IDEV)	5.0	$9.7M	117k	82.48	View chart
Ishares Tr Global 100 Etf (IOO)	4.9	$9.6M	76k	126.67	View chart
Apple (AAPL)	4.7	$9.2M	34k	271.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.3	$8.5M	43k	198.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.1	$8.0M	107k	75.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.3	$6.5M	21k	313.00	View chart
Amazon (AMZN)	2.9	$5.7M	25k	230.82	View chart
Microsoft Corporation (MSFT)	2.6	$5.0M	10k	483.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	2.3	$4.6M	29k	156.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.3	$4.5M	38k	117.72	View chart
NVIDIA Corporation (NVDA)	2.2	$4.4M	23k	186.50	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.2	$4.3M	61k	71.45	View chart
Global X Fds Artificial Etf (AIQ)	1.8	$3.6M	71k	50.86	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	1.4	$2.7M	104k	25.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$2.5M	3.6k	681.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$2.4M	44k	53.76	View chart
Advanced Micro Devices (AMD)	1.2	$2.3M	11k	214.16	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.2M	7.0k	313.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.1M	3.4k	627.09	View chart
Tesla Motors (TSLA)	1.1	$2.1M	4.7k	449.72	View chart
Meta Platforms Cl A (META)	1.0	$2.0M	3.0k	660.06	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.8	$1.5M	41k	38.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.5M	18k	81.17	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.4M	4.5k	322.22	View chart
United Parcel Service CL B (UPS)	0.7	$1.4M	15k	99.19	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$1.2M	24k	49.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$991k	1.4k	685.01	View chart
Eli Lilly & Co. (LLY)	0.5	$925k	861.00	1074.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$900k	9.4k	96.03	View chart
salesforce (CRM)	0.4	$869k	3.3k	264.91	View chart
Oracle Corporation (ORCL)	0.4	$750k	3.9k	194.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$746k	6.1k	121.75	View chart
Broadcom (AVGO)	0.4	$706k	2.0k	346.10	View chart
Netflix (NFLX)	0.4	$699k	7.5k	93.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$651k	4.5k	143.52	View chart
Merck & Co (MRK)	0.3	$580k	5.5k	105.26	View chart
Johnson & Johnson (JNJ)	0.3	$566k	2.7k	206.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$564k	1.1k	502.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$522k	1.1k	468.76	View chart
Cisco Systems (CSCO)	0.3	$513k	6.7k	77.03	View chart
Wal-Mart Stores (WMT)	0.3	$501k	4.5k	111.42	View chart
Home Depot (HD)	0.2	$488k	1.4k	344.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$487k	1.5k	335.19	View chart
American Express Company (AXP)	0.2	$456k	1.2k	369.95	View chart
Qualcomm (QCOM)	0.2	$442k	2.6k	171.05	View chart
Costco Wholesale Corporation (COST)	0.2	$438k	508.00	862.34	View chart
Abbvie (ABBV)	0.2	$434k	1.9k	228.49	View chart
Capital One Financial (COF)	0.2	$430k	1.8k	242.36	View chart
Waste Management (WM)	0.2	$427k	1.9k	219.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$417k	2.9k	143.97	View chart
International Business Machines (IBM)	0.2	$403k	1.4k	296.31	View chart
Adobe Systems Incorporated (ADBE)	0.2	$403k	1.2k	349.99	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$349k	4.4k	80.23	View chart
Palo Alto Networks (PANW)	0.2	$345k	1.9k	184.20	View chart
Mastercard Incorporated Cl A (MA)	0.2	$334k	584.00	571.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$302k	960.00	314.80	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$295k	1.8k	168.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$290k	2.6k	113.72	View chart
Blackrock (BLK)	0.1	$279k	261.00	1070.34	View chart
Automatic Data Processing (ADP)	0.1	$279k	1.1k	257.27	View chart
Visa Com Cl A (V)	0.1	$275k	783.00	350.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$267k	4.1k	66.00	View chart
Airbnb Com Cl A (ABNB)	0.1	$264k	1.9k	135.72	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$260k	4.9k	53.15	View chart
Starbucks Corporation (SBUX)	0.1	$259k	3.1k	84.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$254k	537.00	473.30	View chart
Walt Disney Company (DIS)	0.1	$254k	2.2k	113.78	View chart
Phillips 66 (PSX)	0.1	$250k	1.9k	129.04	View chart
Workday Cl A (WDAY)	0.1	$237k	1.1k	214.78	View chart
First Solar (FSLR)	0.1	$234k	894.00	261.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$231k	858.00	269.18	View chart
Nextera Energy (NEE)	0.1	$229k	2.9k	80.28	View chart
Progressive Corporation (PGR)	0.1	$228k	1.0k	227.72	View chart
Servicenow (NOW)	0.1	$226k	1.5k	153.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$224k	1.6k	141.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$224k	1.8k	123.26	View chart
Public Service Enterprise (PEG)	0.1	$224k	2.8k	80.30	View chart
FedEx Corporation (FDX)	0.1	$224k	774.00	288.86	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$181k	10k	17.67	View chart
Core Scientific (CORZ)	0.1	$180k	12k	14.56	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$164k	13k	12.64	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$133k	11k	11.90	View chart
Ready Cap Corp Com reit (RC)	0.0	$32k	15k	2.18	View chart

Past Filings by Green Ridge Wealth Planning

SEC 13F filings are viewable for Green Ridge Wealth Planning going back to 2025

Green Ridge Wealth Planning 2025 Q4 filed March 11, 2026

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