Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC reported 94 positions worth $237.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: QQQ (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $28.1M | 11.80% | 38,107 | — | — | |
| ▸ 2 | VEA | SH | $19.4M | 8.15% | 271,931 | — | — | |
| ▸ 3 | SPMO | SH | $17.8M | 7.48% | 110,026 | — | — | |
| ▸ 4 | XLG | SH | $14.0M | 5.89% | 228,719 | — | — | |
| ▸ 5 | IOO | SH | $12.7M | 5.35% | 93,076 | — | — | |
| ▸ 6 | IDEV | SH | $12.0M | 5.05% | 134,874 | — | — | |
| ▸ 7 | PVAL | SH | $10.5M | 4.42% | 206,505 | — | — | |
| ▸ 8 | AAPL | SH | $9.3M | 3.90% | 32,089 | — | — | |
| ▸ 9 | QUAL | SH | $7.8M | 3.28% | 35,505 | — | — | |
| ▸ 10 | GOOGL | SH | $7.2M | 3.03% | 20,167 | — | — |
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Frequently Asked Questions
What stocks does Green Ridge Wealth Planning LLC hold as of Q2 2026?
Green Ridge Wealth Planning LLC reported 94 positions worth $237.8M in its Q2 2026 13F filing. Largest positions: QQQ (11.8%), VEA (8.1%), SPMO (7.5%), XLG (5.9%) and IOO (5.3%).
What did Green Ridge Wealth Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Green Ridge Wealth Planning LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.