Green Ridge Wealth Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 11, 2026), Green Ridge Wealth Planning LLC reported 87 stock positions worth $195.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.7%) and Invesco S&P 500 Momentum ETF (SPMO, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- MONTVILLE, NJ
- CIK
- 0002117069
- Portfolio Value
- $195.6M (Q4 2025)
- SEC Filing
- 0002085853-26-000297 ↗ filed Mar 11, 2026
Holdings Value
Holdings 87 stocks · $195.6M
| QQQ Invesco QQQ Trust Series 1 | 11.48% | 36,540 | $22.4M | — |
| VEA Vanguard Ftse Developed ETF | 7.69% | 240,618 | $15.0M | — |
| SPMO Invesco S&P 500 Momentum ETF | 6.94% | 113,810 | $13.6M | — |
| XLG Invesco S&P 500 Top 50 ETF | 6.54% | 215,624 | $12.8M | — |
| IDEV iShares Core MSCI Dev MKTS | 4.95% | 117,401 | $9.7M | — |
| IOO iShares Global 100 ETF | 4.93% | 76,146 | $9.6M | — |
| AAPL Apple Inc. | 4.72% | 33,921 | $9.2M | — |
| QUAL iShares MSCI USA Quality Fac | 4.33% | 42,626 | $8.5M | — |
| SPHQ Invesco S&P 500 Quality ETF | 4.09% | 106,530 | $8.0M | — |
| GOOGL Alphabet Inc. Class A | 3.31% | 20,711 | $6.5M | — |
| AMZN Amazon.com Inc. | 2.93% | 24,831 | $5.7M | — |
| MSFT Microsoft Corp. | 2.57% | 10,374 | $5.0M | — |
| PPA Invesco Aerospace & Defense | 2.33% | 29,088 | $4.6M | — |
| XLC SS Comm Select Sector SPDR | 2.28% | 37,934 | $4.5M | — |
| NVDA Nvidia Corp. | 2.23% | 23,429 | $4.4M | — |
| CIBR First Trust Nasdaq Cybersecu | 2.22% | 60,732 | $4.3M | — |
| AIQ Global X Art Intel & Tech | 1.84% | 70,846 | $3.6M | — |
| ICLO Invesco Aaa Clo F/R Note ETF | 1.36% | 103,834 | $2.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 3,644 | $2.5M | — |
| VWO Vanguard Ftse Emerging Marke | 1.21% | 43,902 | $2.4M | — |
| AMD Advanced Micro Devices | 1.17% | 10,638 | $2.3M | — |
| GOOG Alphabet Inc. Class C | 1.12% | 7,003 | $2.2M | — |
| VOO Vanguard S&P 500 ETF | 1.09% | 3,392 | $2.1M | — |
| TSLA Tesla Inc. | 1.08% | 4,678 | $2.1M | — |
| META Meta Platforms Inc. Class A | 1.02% | 3,012 | $2.0M | — |
| FXI iShares China Large-Cap ETF | 0.79% | 40,474 | $1.5M | — |
| IAU iShares Gold Trust | 0.74% | 17,931 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 0.74% | 4,497 | $1.4M | — |
| UPS United Parcel Service Class B | 0.74% | 14,604 | $1.4M | — |
| IBIT iShares Bitcoin Trust ETF | 0.62% | 24,378 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.51% | 1,447 | $991K | — |
| LLY Eli Lilly & Co. | 0.47% | 861 | $925K | — |
| EFA iShares MSCI Eafe ETF | 0.46% | 9,367 | $900K | — |
| CRM Salesforce Inc. | 0.44% | 3,280 | $869K | — |
| ORCL Oracle Corp. | 0.38% | 3,850 | $750K | — |
| VONG Vanguard Russell 1000 Growth | 0.38% | 6,125 | $746K | — |
| AVGO Broadcom Inc. | 0.36% | 2,040 | $706K | — |
| NFLX Netflix Inc. | 0.36% | 7,450 | $699K | — |
| VYM Vanguard High DVD Yield ETF | 0.33% | 4,535 | $651K | — |
| MRK Merck & Co. Inc. | 0.30% | 5,505 | $579K | — |
| JNJ Johnson & Johnson | 0.29% | 2,734 | $566K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,121 | $563K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 1,114 | $522K | — |
| CSCO Cisco Systems Inc. | 0.26% | 6,653 | $512K | — |
| WMT Walmart Inc. | 0.26% | 4,496 | $501K | — |
| HD Home Depot Inc. | 0.25% | 1,417 | $488K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 1,453 | $487K | — |
| AXP American Express Co. | 0.23% | 1,233 | $456K | — |
| QCOM Qualcomm Inc. | 0.23% | 2,584 | $442K | — |
| COST Costco Wholesale Corp. | 0.22% | 508 | $438K | — |
| ABBV Abbvie Inc. | 0.22% | 1,898 | $434K | — |
| COF Capital One Financial Corp. | 0.22% | 1,775 | $430K | — |
| WM Waste Management Inc. | 0.22% | 1,945 | $427K | — |
| XLK SS Technology Select Sector | 0.21% | 2,896 | $417K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,361 | $403K | — |
| ADBE Adobe Inc. | 0.21% | 1,151 | $403K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 4,355 | $349K | — |
| PANW Palo Alto Networks Inc. | 0.18% | 1,871 | $345K | — |
| MA Mastercard Inc. Class A | 0.17% | 584 | $334K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 960 | $302K | — |
| IBB iShares Biotechnology ETF | 0.15% | 1,750 | $295K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 2,554 | $290K | — |
| BLK BlackRock Inc. | 0.14% | 261 | $279K | — |
| ADP Automatic Data Processing | 0.14% | 1,084 | $279K | — |
| V Visa Inc. Class A | 0.14% | 783 | $275K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 4,050 | $267K | — |
| ABNB Airbnb Inc. Class A | 0.13% | 1,944 | $264K | — |
| DIVB iShares Core Dividend ETF | 0.13% | 4,900 | $260K | — |
| SBUX Starbucks Corp. | 0.13% | 3,076 | $259K | — |
| IWF iShares Russell 1000 Growth | 0.13% | 537 | $254K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,233 | $254K | — |
| PSX Phillips 66 | 0.13% | 1,940 | $250K | — |
| WDAY Workday Inc. Class A | 0.12% | 1,103 | $237K | — |
| FSLR First Solar Inc. | 0.12% | 894 | $234K | — |
| FDN First Trust DJ Internet Ind | 0.12% | 858 | $231K | — |
| NEE Nextera Energy Inc. | 0.12% | 2,858 | $229K | — |
| PGR Progressive Corp. | 0.12% | 1,002 | $228K | — |
| NOW ServiceNow Inc. | 0.12% | 1,475 | $226K | — |
| DVY iShares Select Dividend ETF | 0.11% | 1,587 | $224K | — |
| IVW iShares S&P 500 Growth ETF | 0.11% | 1,817 | $224K | — |
| PEG Public Service Enterprise GP | 0.11% | 2,785 | $224K | — |
| FDX FedEx Corp. | 0.11% | 774 | $224K | — |
| QYLD Global X Nasd 100 Cov Call | 0.09% | 10,221 | $181K | — |
| CORZ Core Scientific Inc. | 0.09% | 12,375 | $180K | — |
| XNXJX Nuveen NJ QLTY Muni Inc. | 0.08% | 13,000 | $164K | — |
| MUJ BlackRock Munihold NJ QLTY | 0.07% | 11,148 | $133K | — |
| RC Ready Capital Corp. | 0.02% | 14,813 | $32K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.