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Ridgewood Investments LLC
hedge fundUpdated 40 days agoManaged by Ridgewood Investments Llc • Latest filing Q2 2026
Portfolio value
$267.2M
Q2 2026
Filings
12
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 12 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $175.9M |
| Q3 2023 | $152.3M |
| Q4 2023 | $169.1M |
| Q1 2024 | $189M |
| Q2 2024 | $199.9M |
| Q3 2024 | $200.3M |
| Q4 2024 | $207.4M |
| Q1 2025 | $214.3M |
| Q2 2025 | $231.5M |
| Q3 2025 | $237M |
| Q1 2026 | $244.5M |
| Q2 2026 | $267.2M |
Top holdings
208 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $23.4M | 46.7K | 8.74% | Trimmed(-2.9%) |
| 2 | G GOOGN ALPHABET INC | $9.2M | 25.6K | 3.43% | Trimmed(-3.9%) |
| 3 | E ETHA ISHARES TR | $5.9M | 59.0K | 2.22% | Trimmed(-5.9%) |
| 4 | V VGES VANGUARD INDEX FDS | $4.8M | 7.0K | 1.80% | Added(+1.7%) |
| 5 | V VGES VANGUARD BD INDEX FDS | $4.6M | 59.5K | 1.74% | Trimmed(-14.4%) |
| 6 | G GOOGN ALPHABET INC | $4.4M | 12.5K | 1.65% | Trimmed(-2.9%) |
| 7 | S STT-PG SPDR SERIES TRUST | $4.3M | 138.9K | 1.60% | Added(+10.0%) |
| 8 | V VGES VANGUARD INDEX FDS | $4.2M | 51.8K | 1.56% | Added(+312.1%) |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $4.1M | 26.1K | 1.53% | Trimmed(-1.6%) |
| 10 | E ETHA ISHARES TR | $4M | 36.3K | 1.50% | Trimmed(-2.7%) |
| 11 | V VGES VANGUARD INDEX FDS | $4M | 13.1K | 1.49% | Added(+2.9%) |
| 12 | M MKL MARKEL GROUP INC | $3.7M | 1.9K | 1.40% | Trimmed(-1.0%) |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.4M | 116.7K | 1.26% | Added(+1.6%) |
| 14 | M META META PLATFORMS INC | $3.2M | 5.8K | 1.21% | Added(+5.4%) |
| 15 | M MSFT MICROSOFT CORP | $2.9M | 7.9K | 1.10% | Added(+16.7%) |
| 16 | N NVDA NVIDIA CORPORATION | $2.9M | 14.7K | 1.10% | Added(+57.6%) |
| 17 | T TXN TEXAS INSTRS INC | $2.8M | 9.2K | 1.03% | Trimmed(-28.2%) |
| 18 | Q QCOM QUALCOMM INC | $2.6M | 13.9K | 0.96% | Trimmed(-22.6%) |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.5M | 71.6K | 0.93% | Added(+3.3%) |
| 20 | Q QQQ INVESCO QQQ TR | $2.4M | 3.3K | 0.91% | Trimmed(-0.3%) |