Green Ridge Wealth Planning

Green Ridge Wealth Planning as of Dec. 31, 2025

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