Green Ridge Wealth Planning

Green Ridge Wealth Planning as of March 31, 2026

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
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $16M 248k 64.08
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 6.4 $12M 222k 54.55
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 6.2 $12M 105k 112.11
Ishares Tr Global 100 Etf (IOO) 5.4 $10M 85k 120.97
Ishares Tr Core Msci Intl (IDEV) 5.4 $10M 122k 83.57
Apple (AAPL) 4.5 $8.6M 34k 253.79
Putnam Etf Trust Focused Lar Cap (PVAL) 4.3 $8.2M 178k 46.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.2 $8.0M 42k 191.81
Alphabet Cap Stk Cl A (GOOGL) 3.1 $5.9M 21k 287.57
Amazon (AMZN) 2.8 $5.2M 25k 208.27
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 2.5 $4.8M 29k 165.70
Ishares Tr Ishares Semicdtr (SOXX) 2.3 $4.3M 13k 328.66
NVIDIA Corporation (NVDA) 2.2 $4.2M 24k 174.40
Microsoft Corporation (MSFT) 2.1 $3.9M 11k 370.18
Global X Fds Artificial Etf (AIQ) 1.8 $3.5M 75k 46.67
Proshares Tr K-1 Free Crd Oil (OILK) 1.6 $3.0M 55k 54.10
Ishares Gold Tr Ishares New (IAU) 1.4 $2.7M 31k 88.16
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 1.4 $2.6M 102k 25.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $2.5M 46k 54.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.4M 3.6k 650.39
Advanced Micro Devices (AMD) 1.1 $2.2M 11k 203.43
Select Sector Spdr Tr State Street Com (XLC) 1.1 $2.1M 19k 110.86
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $2.1M 21k 99.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.0M 3.4k 597.63
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M 7.0k 286.86
Meta Platforms Cl A (META) 0.9 $1.8M 3.1k 572.16
Tesla Motors (TSLA) 0.9 $1.7M 4.7k 371.75
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 4.8k 294.16
United Parcel Svcs CL B (UPS) 0.7 $1.4M 14k 98.38
Ishares Tr Core S&p500 Etf (IVV) 0.5 $945k 1.4k 653.27
Ishares Tr Msci Eafe Etf (EFA) 0.5 $871k 9.0k 97.13
Eli Lilly & Co. (LLY) 0.4 $824k 896.00 919.77
Ishares Tr China Lg-cap Etf (FXI) 0.4 $764k 21k 35.90
Netflix (NFLX) 0.4 $716k 7.5k 96.15
Johnson & Johnson (JNJ) 0.4 $687k 2.8k 244.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $672k 4.5k 148.10
Merck & Co (MRK) 0.3 $646k 5.4k 120.29
Broadcom (AVGO) 0.3 $641k 2.1k 309.51
salesforce (CRM) 0.3 $615k 3.3k 186.67
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $602k 5.5k 109.70
Wal-Mart Stores (WMT) 0.3 $560k 4.5k 124.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $548k 1.1k 479.20
Cisco Systems (CSCO) 0.3 $520k 6.7k 77.59
Costco Wholesale Corporation (COST) 0.3 $500k 502.00 996.43
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.3 $483k 9.8k 49.17
Oracle Corporation (ORCL) 0.2 $474k 3.2k 147.11
Home Depot (HD) 0.2 $460k 1.4k 328.89
International Business Machines (IBM) 0.2 $452k 1.9k 242.36
Waste Management (WM) 0.2 $447k 1.9k 229.79
Crowdstrike Hldgs Cl A (CRWD) 0.2 $436k 1.1k 390.41
Abbvie (ABBV) 0.2 $413k 1.9k 217.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $413k 1.3k 320.89
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $399k 3.0k 132.90
American Express Company (AXP) 0.2 $371k 1.2k 302.48
Capital One Financial (COF) 0.2 $326k 1.8k 182.43
Spdr Series Trust State Street Spd (SPYM) 0.2 $311k 4.1k 76.53
Qualcomm (QCOM) 0.2 $311k 2.4k 128.78
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $303k 2.6k 118.45
Ishares Tr Ishares Biotech (IBB) 0.2 $296k 1.8k 168.85
Vanguard Index Fds Large Cap Etf (VV) 0.2 $287k 960.00 298.85
Mastercard Incorporated Cl A (MA) 0.2 $287k 574.00 499.66
FedEx Corporation (FDX) 0.1 $279k 782.00 356.18
Starbucks Corporation (SBUX) 0.1 $276k 3.1k 89.59
Palo Alto Networks (PANW) 0.1 $275k 1.7k 160.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $274k 4.1k 67.53
Nextera Energy (NEE) 0.1 $268k 2.9k 92.88
Phillips 66 (PSX) 0.1 $255k 1.4k 182.18
Blackrock (BLK) 0.1 $253k 263.00 961.71
Airbnb Com Cl A (ABNB) 0.1 $243k 1.9k 126.28
Ishares Tr Select Divid Etf (DVY) 0.1 $240k 1.6k 151.41
Visa Com Cl A (V) 0.1 $235k 779.00 302.24
Public Service Enterprise (PEG) 0.1 $226k 2.8k 80.95
Applied Materials (AMAT) 0.1 $223k 653.00 341.79
Automatic Data Processing (ADP) 0.1 $221k 1.1k 203.21
Ishares Tr Core Divid Etf (DIVB) 0.1 $216k 4.0k 53.95
Consolidated Edison (ED) 0.1 $213k 1.9k 113.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $212k 497.00 426.40
Applovin Corp Com Cl A (APP) 0.1 $207k 519.00 398.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $206k 1.8k 113.11
Adobe Systems Incorporated (ADBE) 0.1 $203k 835.00 243.08
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $201k 858.00 234.03
Core Scientific (CORZ) 0.1 $185k 12k 14.96
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $175k 10k 17.15
Nuveen Nj Div Advantage Mun (NXJ) 0.1 $142k 12k 12.30
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $129k 11k 11.57