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Green Ridge Wealth Planning LLC

13F filer · CIK 0002117069
Reported Jul 8, 2026
Net buyer this quarter
13F portfolio value$238MU.S. long equity reported on 13F
Positions586 new · 2 closed
Net flow last quarter+$1.19MBuys minus sells
Top 10 positions weight35.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 8, 202658 positions
QQQInvesco QQQ Trust, Series 1$28.1M11.80%Not reported+3.3%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$12M5.05%Not reported+10.3%Q4 2025
AAPLApple Inc.$9.29M3.91%0.00%-5.4%Q4 2025
GOOGLAlphabet Inc.$7.21M3.03%0.00%-2.1%Q4 2025
AMDAdvanced Micro Devices Inc$5.95M2.50%0.00%-4.0%Q4 2025
AMZNAmazon Com Inc$5.91M2.49%0.00%-1.3%Q4 2025
NVDANvidia Corp$4.83M2.03%0.00%+0.7%Q4 2025
AIQAlliance HealthCare Services, Inc$4.6M1.93%0.65%-6.5%Q4 2025
MSFTMicrosoft Corp$4.15M1.74%0.00%+4.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$3.09M1.30%Not reported+14.1%Q4 2025
GOOGAlphabet Inc.$2.47M1.04%Not reported0.0%Q4 2025
TSLATesla, Inc.$1.95M0.82%0.00%-0.5%Q4 2025
METAMeta Platforms, Inc.$1.89M0.80%Not reported+8.5%Q4 2025
JPMJPMorgan Chase & Co$1.55M0.65%0.00%-1.9%Q4 2025
UPSUnited Parcel Service Inc$1.54M0.65%0.00%0.0%Q4 2025
REMXRemedytemp Inc$1.28M0.54%Not reportedNewQ2 2026
LLYELI LILLY & Co$1.07M0.45%0.00%Not reportedQ4 2025
IAUIshares Gold Trust$871K0.37%0.00%-62.5%Q4 2025
CRWDCrowdStrike Holdings, Inc.$851K0.36%0.00%-0.1%Q4 2025
AVGOBroadcom Inc.$774K0.33%0.00%-1.1%Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$717K0.30%Not reportedNot reportedQ4 2025
JNJJohnson & Johnson$711K0.30%0.00%-0.4%Q4 2025
CSCOCisco Systems, Inc.$696K0.29%0.00%-11.5%Q4 2025
MRKMerck & Co., Inc.$649K0.27%0.00%-6.0%Q4 2025
PANWPalo Alto Networks Inc$586K0.25%0.00%+0.1%Q4 2025
BRK.BBerkshire Hathaway Inc$572K0.24%Not reportedNot reportedQ4 2025
NFLXNetflix Inc$528K0.22%0.00%-0.7%Q4 2025
IBMInternational Business Machines Corp$524K0.22%0.00%-0.1%Q4 2025
ABBVAbbVie Inc.$478K0.20%0.00%-0.1%Q4 2025
COSTCostco Wholesale Corp$470K0.20%0.00%Not reportedQ4 2025
AMATApplied Materials Inc$463K0.19%0.00%-2.0%Q1 2026
WMTWalmart Inc.$454K0.19%0.00%-11.0%Q4 2025
WMWaste Management Inc$431K0.18%0.00%-0.6%Q4 2025
QCOMQualcomm Inc$430K0.18%0.00%-3.6%Q4 2025
HDHome Depot, Inc.$427K0.18%0.00%-13.5%Q4 2025
ORCLOracle Corp$417K0.18%0.00%-11.8%Q4 2025
CRMSalesforce, Inc.$416K0.18%0.00%-19.4%Q4 2025
AXPAmerican Express Co$415K0.17%0.00%-0.1%Q4 2025
COFCapital One Financial Corp$359K0.15%0.00%Not reportedQ4 2025
SBUXStarbucks Corp$312K0.13%0.00%-0.8%Q4 2025
MAMastercard Inc$294K0.12%0.00%-0.2%Q4 2025
ABNBAirbnb, Inc.$276K0.12%Not reportedNot reportedQ4 2025
VVisa Inc.$267K0.11%0.00%Not reportedQ4 2025
NEENextera Energy Inc$253K0.11%0.00%-0.2%Q4 2025
BLKBlackRock, Inc.$248K0.10%0.00%-1.9%Q4 2025
PEGPublic Service Enterprise Group Inc$242K0.10%0.00%+7.1%Q4 2025
APPAppLovin Corp$241K0.10%0.00%-9.8%Q1 2026
LRCXLam Research Corp$239K0.10%0.00%NewQ2 2026
FDXFedex Corp$237K0.10%0.00%-3.2%Q4 2025
PSXPhillips 66$237K0.10%0.00%Not reportedQ4 2025
Q1 2026Reported Apr 10, 202653 positions
QQQInvesco QQQ Trust, Series 1$21.3M11.21%Not reported+1.0%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$10.2M5.38%Not reported+4.2%Q4 2025
AAPLApple Inc.$8.61M4.53%0.00%0.0%Q4 2025
GOOGLAlphabet Inc.$5.92M3.12%0.00%-0.6%Q4 2025
AMZNAmazon Com Inc$5.23M2.75%0.00%+1.2%Q4 2025
NVDANvidia Corp$4.18M2.20%0.00%+2.3%Q4 2025
MSFTMicrosoft Corp$3.93M2.07%0.00%+2.4%Q4 2025
AIQAlliance HealthCare Services, Inc$3.5M1.84%0.69%+5.8%Q4 2025
IAUIshares Gold Trust$2.71M1.43%0.00%+71.4%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.36M1.24%Not reported-0.4%Q4 2025
AMDAdvanced Micro Devices Inc$2.17M1.14%0.00%+0.3%Q4 2025
GOOGAlphabet Inc.$2.01M1.06%Not reported0.0%Q4 2025
METAMeta Platforms, Inc.$1.77M0.93%Not reported+2.8%Q4 2025
TSLATesla, Inc.$1.73M0.91%0.00%-0.3%Q4 2025
JPMJPMorgan Chase & Co$1.42M0.75%0.00%+7.6%Q4 2025
UPSUnited Parcel Service Inc$1.41M0.74%0.00%-1.9%Q4 2025
LLYELI LILLY & Co$824K0.43%0.00%+4.1%Q4 2025
NFLXNetflix Inc$716K0.38%0.00%Not reportedQ4 2025
JNJJohnson & Johnson$687K0.36%0.00%+2.8%Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$672K0.35%Not reportedNot reportedQ4 2025
MRKMerck & Co., Inc.$646K0.34%0.00%-2.5%Q4 2025
AVGOBroadcom Inc.$641K0.34%0.00%+1.6%Q4 2025
CRMSalesforce, Inc.$615K0.32%0.00%+0.4%Q4 2025
WMTWalmart Inc.$560K0.29%0.00%+0.2%Q4 2025
BRK.BBerkshire Hathaway Inc$548K0.29%Not reported+2.0%Q4 2025
CSCOCisco Systems, Inc.$520K0.27%0.00%+0.7%Q4 2025
COSTCostco Wholesale Corp$500K0.26%0.00%-1.2%Q4 2025
ORCLOracle Corp$474K0.25%0.00%-16.2%Q4 2025
HDHome Depot, Inc.$460K0.24%0.00%-1.3%Q4 2025
IBMInternational Business Machines Corp$452K0.24%0.00%+37.1%Q4 2025
WMWaste Management Inc$447K0.24%0.00%+0.1%Q4 2025
CRWDCrowdStrike Holdings, Inc.$436K0.23%0.00%+0.2%Q4 2025
ABBVAbbVie Inc.$413K0.22%0.00%+0.1%Q4 2025
AXPAmerican Express Co$371K0.20%0.00%-0.4%Q4 2025
COFCapital One Financial Corp$326K0.17%0.00%+0.7%Q4 2025
QCOMQualcomm Inc$311K0.16%0.00%-6.6%Q4 2025
MAMastercard Inc$287K0.15%0.00%-1.7%Q4 2025
FDXFedex Corp$279K0.15%0.00%+1.0%Q4 2025
SBUXStarbucks Corp$276K0.15%0.00%Not reportedQ4 2025
PANWPalo Alto Networks Inc$275K0.14%0.00%-8.2%Q4 2025
NEENextera Energy Inc$268K0.14%0.00%+1.1%Q4 2025
PSXPhillips 66$255K0.13%0.00%-27.8%Q4 2025
BLKBlackRock, Inc.$253K0.13%0.00%+0.8%Q4 2025
ABNBAirbnb, Inc.$243K0.13%Not reported-0.9%Q4 2025
VVisa Inc.$235K0.12%0.00%-0.5%Q4 2025
PEGPublic Service Enterprise Group Inc$226K0.12%0.00%+0.1%Q4 2025
AMATApplied Materials Inc$223K0.12%0.00%NewQ1 2026
ADPAutomatic Data Processing Inc$220K0.12%0.00%+0.1%Q4 2025
EDConsolidated Edison Inc$213K0.11%0.00%NewQ1 2026
APPAppLovin Corp$207K0.11%0.00%NewQ1 2026
Q4 2025Reported Mar 11, 202657 positions
QQQInvesco QQQ Trust, Series 1$22.4M11.48%Not reportedNewQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$9.68M4.95%Not reportedNewQ4 2025
AAPLApple Inc.$9.22M4.72%0.00%NewQ4 2025
GOOGLAlphabet Inc.$6.48M3.31%0.00%NewQ4 2025
AMZNAmazon Com Inc$5.73M2.93%0.00%NewQ4 2025
MSFTMicrosoft Corp$5.02M2.57%0.00%NewQ4 2025
NVDANvidia Corp$4.37M2.23%0.00%NewQ4 2025
AIQAlliance HealthCare Services, Inc$3.6M1.84%0.65%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$2.49M1.27%Not reportedNewQ4 2025
AMDAdvanced Micro Devices Inc$2.28M1.16%0.00%NewQ4 2025
GOOGAlphabet Inc.$2.2M1.12%Not reportedNewQ4 2025
TSLATesla, Inc.$2.1M1.08%0.00%NewQ4 2025
METAMeta Platforms, Inc.$1.99M1.02%Not reportedNewQ4 2025
IAUIshares Gold Trust$1.46M0.74%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$1.45M0.74%0.00%NewQ4 2025
UPSUnited Parcel Service Inc$1.45M0.74%0.00%NewQ4 2025
IBITiShares Bitcoin Trust ETF$1.21M0.62%0.00%NewQ4 2025
LLYELI LILLY & Co$925K0.47%0.00%NewQ4 2025
CRMSalesforce, Inc.$869K0.44%0.00%NewQ4 2025
ORCLOracle Corp$750K0.38%0.00%NewQ4 2025
AVGOBroadcom Inc.$706K0.36%0.00%NewQ4 2025
NFLXNetflix Inc$699K0.36%0.00%NewQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$651K0.33%Not reportedNewQ4 2025
MRKMerck & Co., Inc.$579K0.30%0.00%NewQ4 2025
JNJJohnson & Johnson$566K0.29%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$563K0.29%Not reportedNewQ4 2025
CRWDCrowdStrike Holdings, Inc.$522K0.27%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$512K0.26%0.00%NewQ4 2025
WMTWalmart Inc.$501K0.26%0.00%NewQ4 2025
HDHome Depot, Inc.$488K0.25%0.00%NewQ4 2025
AXPAmerican Express Co$456K0.23%0.00%NewQ4 2025
QCOMQualcomm Inc$442K0.23%0.00%NewQ4 2025
COSTCostco Wholesale Corp$438K0.22%0.00%NewQ4 2025
ABBVAbbVie Inc.$434K0.22%0.00%NewQ4 2025
COFCapital One Financial Corp$430K0.22%0.00%NewQ4 2025
WMWaste Management Inc$427K0.22%0.00%NewQ4 2025
IBMInternational Business Machines Corp$403K0.21%0.00%NewQ4 2025
ADBEAdobe Inc.$403K0.21%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$345K0.18%0.00%NewQ4 2025
MAMastercard Inc$334K0.17%0.00%NewQ4 2025
BLKBlackRock, Inc.$279K0.14%0.00%NewQ4 2025
ADPAutomatic Data Processing Inc$279K0.14%0.00%NewQ4 2025
VVisa Inc.$275K0.14%0.00%NewQ4 2025
ABNBAirbnb, Inc.$264K0.13%Not reportedNewQ4 2025
SBUXStarbucks Corp$259K0.13%0.00%NewQ4 2025
DISWalt Disney Co$254K0.13%0.00%NewQ4 2025
PSXPhillips 66$250K0.13%0.00%NewQ4 2025
WDAYWorkday, Inc.$237K0.12%0.00%NewQ4 2025
FSLRFirst Solar, Inc.$234K0.12%0.00%NewQ4 2025
NEENextera Energy Inc$229K0.12%0.00%NewQ4 2025
Premium opens every quarter this fund has filed
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