Green Ridge Wealth Planning
Latest statistics and disclosures from Green Ridge Wealth Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, VEA, XLG, SPMO, IOO, and represent 37.50% of Green Ridge Wealth Planning's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$8.2M), SOXX, OILK, AVDV, IAU, IOO, PCMM, VEA, IDEV, XLG.
- Started 8 new stock positions in SOXX, APP, PCMM, ED, OILK, AMAT, AVDV, PVAL.
- Reduced shares in these 10 stocks: SPHQ (-$8.0M), CIBR, XLC, IBIT, SPMO, FXI, DIS, , FSLR, PGR.
- Sold out of its positions in DIS, FSLR, CIBR, SPHQ, IBIT, PGR, RC, NOW, WDAY.
- Green Ridge Wealth Planning was a net buyer of stock by $3.8M.
- Green Ridge Wealth Planning has $190M in assets under management (AUM), dropping by -2.83%.
- Central Index Key (CIK): 0002117069
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Portfolio Holdings for Green Ridge Wealth Planning
Green Ridge Wealth Planning holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.2 | $21M | 37k | 577.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.3 | $16M | +2% | 248k | 64.08 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 6.4 | $12M | +3% | 222k | 54.55 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 6.2 | $12M | -7% | 105k | 112.11 |
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| Ishares Tr Global 100 Etf (IOO) | 5.4 | $10M | +10% | 85k | 120.97 |
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| Ishares Tr Core Msci Intl (IDEV) | 5.4 | $10M | +4% | 122k | 83.57 |
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| Apple (AAPL) | 4.5 | $8.6M | 34k | 253.79 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.3 | $8.2M | NEW | 178k | 46.40 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $8.0M | -2% | 42k | 191.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $5.9M | 21k | 287.57 |
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| Amazon (AMZN) | 2.8 | $5.2M | 25k | 208.27 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 2.5 | $4.8M | 29k | 165.70 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.3 | $4.3M | NEW | 13k | 328.66 |
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| NVIDIA Corporation (NVDA) | 2.2 | $4.2M | +2% | 24k | 174.40 |
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| Microsoft Corporation (MSFT) | 2.1 | $3.9M | +2% | 11k | 370.18 |
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| Global X Fds Artificial Etf (AIQ) | 1.8 | $3.5M | +5% | 75k | 46.67 |
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| Proshares Tr K-1 Free Crd Oil (OILK) | 1.6 | $3.0M | NEW | 55k | 54.10 |
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| Ishares Gold Tr Ishares New (IAU) | 1.4 | $2.7M | +71% | 31k | 88.16 |
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| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 1.4 | $2.6M | -2% | 102k | 25.51 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $2.5M | +5% | 46k | 54.05 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.4M | 3.6k | 650.39 |
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| Advanced Micro Devices (AMD) | 1.1 | $2.2M | 11k | 203.43 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.1 | $2.1M | -48% | 19k | 110.86 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.1 | $2.1M | NEW | 21k | 99.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $2.0M | 3.4k | 597.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | 7.0k | 286.86 |
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| Meta Platforms Cl A (META) | 0.9 | $1.8M | +2% | 3.1k | 572.16 |
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| Tesla Motors (TSLA) | 0.9 | $1.7M | 4.7k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | +7% | 4.8k | 294.16 |
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| United Parcel Svcs CL B (UPS) | 0.7 | $1.4M | 14k | 98.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $945k | 1.4k | 653.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $871k | -4% | 9.0k | 97.13 |
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| Eli Lilly & Co. (LLY) | 0.4 | $824k | +4% | 896.00 | 919.77 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.4 | $764k | -47% | 21k | 35.90 |
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| Netflix (NFLX) | 0.4 | $716k | 7.5k | 96.15 |
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| Johnson & Johnson (JNJ) | 0.4 | $687k | +2% | 2.8k | 244.47 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $672k | 4.5k | 148.10 |
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| Merck & Co (MRK) | 0.3 | $646k | -2% | 5.4k | 120.29 |
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| Broadcom (AVGO) | 0.3 | $641k | 2.1k | 309.51 |
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| salesforce (CRM) | 0.3 | $615k | 3.3k | 186.67 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $602k | -10% | 5.5k | 109.70 |
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| Wal-Mart Stores (WMT) | 0.3 | $560k | 4.5k | 124.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $548k | 1.1k | 479.20 |
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| Cisco Systems (CSCO) | 0.3 | $520k | 6.7k | 77.59 |
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| Costco Wholesale Corporation (COST) | 0.3 | $500k | 502.00 | 996.43 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.3 | $483k | NEW | 9.8k | 49.17 |
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| Oracle Corporation (ORCL) | 0.2 | $474k | -16% | 3.2k | 147.11 |
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| Home Depot (HD) | 0.2 | $460k | 1.4k | 328.89 |
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| International Business Machines (IBM) | 0.2 | $452k | +37% | 1.9k | 242.36 |
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| Waste Management (WM) | 0.2 | $447k | 1.9k | 229.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $436k | 1.1k | 390.41 |
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| Abbvie (ABBV) | 0.2 | $413k | 1.9k | 217.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $413k | -11% | 1.3k | 320.89 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $399k | +3% | 3.0k | 132.90 |
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| American Express Company (AXP) | 0.2 | $371k | 1.2k | 302.48 |
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| Capital One Financial (COF) | 0.2 | $326k | 1.8k | 182.43 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $311k | -6% | 4.1k | 76.53 |
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| Qualcomm (QCOM) | 0.2 | $311k | -6% | 2.4k | 128.78 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $303k | 2.6k | 118.45 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $296k | 1.8k | 168.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $287k | 960.00 | 298.85 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $287k | 574.00 | 499.66 |
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| FedEx Corporation (FDX) | 0.1 | $279k | 782.00 | 356.18 |
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| Starbucks Corporation (SBUX) | 0.1 | $276k | 3.1k | 89.59 |
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| Palo Alto Networks (PANW) | 0.1 | $275k | -8% | 1.7k | 160.32 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $274k | 4.1k | 67.53 |
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| Nextera Energy (NEE) | 0.1 | $268k | 2.9k | 92.88 |
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| Phillips 66 (PSX) | 0.1 | $255k | -27% | 1.4k | 182.18 |
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| Blackrock (BLK) | 0.1 | $253k | 263.00 | 961.71 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $243k | 1.9k | 126.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $240k | 1.6k | 151.41 |
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| Visa Com Cl A (V) | 0.1 | $235k | 779.00 | 302.24 |
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| Public Service Enterprise (PEG) | 0.1 | $226k | 2.8k | 80.95 |
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| Applied Materials (AMAT) | 0.1 | $223k | NEW | 653.00 | 341.79 |
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| Automatic Data Processing (ADP) | 0.1 | $221k | 1.1k | 203.21 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $216k | -18% | 4.0k | 53.95 |
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| Consolidated Edison (ED) | 0.1 | $213k | NEW | 1.9k | 113.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $212k | -7% | 497.00 | 426.40 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $207k | NEW | 519.00 | 398.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $206k | 1.8k | 113.11 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $203k | -27% | 835.00 | 243.08 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $201k | 858.00 | 234.03 |
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| Core Scientific (CORZ) | 0.1 | $185k | 12k | 14.96 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $175k | 10k | 17.15 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $142k | -11% | 12k | 12.30 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.1 | $129k | 11k | 11.57 |
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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 2026 Q1 filed April 10, 2026
- Green Ridge Wealth Planning 2025 Q4 filed March 11, 2026