Green Ridge Wealth Planning LLC
Q3 2026 13F filing
Updated 28 days ago88 disclosed positions worth $249.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q INVESCO QQQ TR | $29.1M | 39.3K | 11.68% | Added(+3.3%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $20.2M | 285.6K | 8.09% | Added(+5.0%) |
| 3 | I INVESCO EXCH TRADED FD TR II | $18M | 118.6K | 7.22% | Added(+7.8%) |
| 4 | E ISHARES TR | $15.8M | 109.5K | 6.33% | Added(+17.6%) |
| 5 | I INVESCO EXCHANGE TRADED FD T | $14M | 220.6K | 5.63% | Trimmed(-3.5%) |
| 6 | P PUTNAM ETF TRUST | $13.6M | 259.0K | 5.47% | Added(+25.4%) |
| 7 | E ISHARES TR | $13M | 145.1K | 5.21% | Added(+7.6%) |
| 8 | A APPLE INC | $10.1M | 30.3K | 4.04% | Trimmed(-5.7%) |
| 9 | E ISHARES TR | $7.8M | 35.1K | 3.13% | Trimmed(-1.1%) |
| 10 | E ISHARES TR | $6.6M | 11.6K | 2.66% | Added(+29.0%) |
| 11 | G ALPHABET INC | $6.3M | 18.4K | 2.55% | Trimmed(-8.5%) |
| 12 | A ADVANCED MICRO DEVICES INC | $6.1M | 10.0K | 2.45% | Trimmed(-2.6%) |
| 13 | M MICROSOFT CORP | $5.7M | 11.0K | 2.27% | Trimmed(-0.7%) |
| 14 | A AMAZON COM INC | $5.6M | 22.4K | 2.24% | Trimmed(-9.6%) |
| 15 | N NVIDIA CORPORATION | $5.3M | 23.1K | 2.12% | Trimmed(-4.3%) |
| 16 | ? N/A FIRST TR EXCHANGE-TRADED FD | $5.1M | 244.1K | 2.04% | Added(+68.4%) |
| 17 | F GLOBAL X FDS | $5M | 76.5K | 2.00% | Added(+9.1%) |
| 18 | I INVESCO EXCHANGE TRADED FD T | $4M | 60.3K | 1.59% | — |
| 19 | ? N/A AMERICAN CENTY ETF TR | $4M | 36.2K | 1.59% | Added(+10.7%) |
| 20 | F FIRST TR EXCHANGE-TRADED FD | $3.8M | 36.8K | 1.52% | — |
| 21 | ? N/A INVESCO ACTIVELY MANAGED EXC | $3.8M | 146.6K | 1.50% | Added(+26.0%) |
| 22 | S STATE STR SPDR S&P 500 ETF T | $3.2M | 4.2K | 1.28% | Added(+0.8%) |
| 23 | S SCHWAB STRATEGIC TR | $2.9M | 88.9K | 1.16% | Trimmed(-19.4%) |
| 24 | M META PLATFORMS INC | $2.5M | 3.4K | 0.99% | Added(+1.8%) |
| 25 | V VANGUARD INDEX FDS | $2.4M | 3.4K | 0.95% | Added(+0.0%) |
| 26 | G ALPHABET INC | $2.4M | 6.9K | 0.94% | Trimmed(-1.4%) |
| 27 | I INVESCO EXCHANGE TRADED FD T | $2M | 12.7K | 0.79% | Trimmed(-44.2%) |
| 28 | ? N/A BONDBLOXX ETF TRUST | $1.9M | 37.9K | 0.76% | Added(+45.1%) |
| 29 | J JPMORGAN CHASE & CO | $1.5M | 4.5K | 0.59% | Trimmed(-6.0%) |
| 30 | T TESLA INC | $1.4M | 3.9K | 0.56% | Trimmed(-15.1%) |
| 31 | S SELECT SECTOR SPDR TR | $1.4M | 12.3K | 0.55% | Trimmed(-4.3%) |
| 32 | U UNITED PARCEL SVCS INC | $1.3M | 14.3K | 0.54% | Unchanged |
| 33 | C CROWDSTRIKE HLDGS INC | $1.2M | 4.4K | 0.47% | Added(+295.0%) |
| 34 | E ISHARES TR | $1.1M | 1.4K | 0.44% | Unchanged |
| 35 | L ELI LILLY & CO | $913K | 789 | 0.37% | Trimmed(-11.9%) |
| 36 | I ISHARES GOLD TR | $904K | 11.6K | 0.36% | Added(+0.4%) |
| 37 | A BROADCOM INC | $858K | 2.4K | 0.34% | Added(+19.2%) |
| 38 | V VANGUARD SCOTTSDALE FDS | $757K | 5.9K | 0.30% | Added(+7.9%) |
| 39 | J JOHNSON & JOHNSON | $719K | 2.7K | 0.29% | Trimmed(-3.0%) |
| 40 | V VANGUARD WHITEHALL FDS | $704K | 4.5K | 0.28% | Unchanged |
| 41 | A AUTOMATIC DATA PROCESSING IN | $703K | 2.7K | 0.28% | Added(+168.7%) |
| 42 | P PALO ALTO NETWORKS INC | $682K | 1.7K | 0.27% | Trimmed(-0.1%) |
| 43 | M MERCK & CO INC | $660K | 4.5K | 0.26% | Trimmed(-10.0%) |
| 44 | C CISCO SYS INC | $648K | 6.0K | 0.26% | Added(+1.5%) |
| 45 | C SALESFORCE INC | $557K | 2.4K | 0.22% | Trimmed(-8.7%) |
| 46 | S SELECT SECTOR SPDR TR | $547K | 2.8K | 0.22% | Trimmed(-10.2%) |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $533K | 1.1K | 0.21% | Trimmed(-6.3%) |
| 48 | A ABBVIE INC | $519K | 2.0K | 0.21% | Added(+4.5%) |
| 49 | V VANGUARD INDEX FDS | $511K | 1.4K | 0.20% | Added(+6.1%) |
| 50 | N NETFLIX INC. | $464K | 6.7K | 0.19% | Trimmed(-9.8%) |