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Ridgewood Investments LLC

hedge fundUpdated 31 days ago

Managed by Ridgewood Investments Llc • Latest filing Q3 2026

Portfolio value
$271.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q3 2025$237M
Q1 2026$244.5M
Q2 2026$267.2M
Q3 2026$271.3M

Top holdings

217 positions as of Q3 2026

View filing
B

BERKSHIRE HATHAWAY INC DEL

+15.3%
Value
$26.8M
Shares
53.9K
% Port
9.88%
G

ALPHABET INC

+0.0%
Value
$8.8M
Shares
25.6K
% Port
3.25%
E

ISHARES TR

-13.3%
Value
$5.2M
Shares
51.2K
% Port
1.90%
V

VANGUARD INDEX FDS

+3.7%
Value
$5.1M
Shares
7.2K
% Port
1.87%
S

SPDR SERIES TRUST

+7.3%
Value
$4.6M
Shares
149.0K
% Port
1.69%
V

VANGUARD INDEX FDS

+1.1%
Value
$4.1M
Shares
52.4K
% Port
1.52%
G

ALPHABET INC

-4.7%
Value
$4M
Shares
11.9K
% Port
1.49%
V

VANGUARD INTL EQUITY INDEX F

-2.4%
Value
$4M
Shares
25.5K
% Port
1.48%
E

ISHARES TR

-0.0%
Value
$4M
Shares
36.3K
% Port
1.48%
M

META PLATFORMS INC

-6.4%
Value
$3.9M
Shares
5.4K
% Port
1.44%
V

VANGUARD INDEX FDS

+2.3%
Value
$3.8M
Shares
13.4K
% Port
1.41%
M

MICROSOFT CORP

-5.9%
Value
$3.8M
Shares
7.4K
% Port
1.40%
N

NVIDIA CORPORATION

+5.4%
Value
$3.5M
Shares
15.5K
% Port
1.30%
S

SCHWAB STRATEGIC TR

-0.5%
Value
$3.4M
Shares
116.1K
% Port
1.25%
V

VANGUARD BD INDEX FDS

+139.3%
Value
$3.3M
Shares
47.7K
% Port
1.23%
M

MARKEL GROUP INC

+0.9%
Value
$3.3M
Shares
1.9K
% Port
1.22%
V

VANGUARD BD INDEX FDS

-28.8%
Value
$3.2M
Shares
42.4K
% Port
1.19%
V

VANGUARD BD INDEX FDS

+50.0%
Value
$3.2M
Shares
44.4K
% Port
1.19%
Q

QUALCOMM INC

+18.1%
Value
$3M
Shares
16.5K
% Port
1.12%
V

VANGUARD CHARLOTTE FDS

+11.1%
Value
$2.6M
Shares
54.6K
% Port
0.94%

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