Green Ridge Wealth Planning
$238M 13F equity value
97 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Green Ridge Wealth Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 38,107 | $28M | 11.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 271,931 | $19M | 8.2% |
| SPMO | INVESCO EXCH TRADED FD TR II | 110,026 | $18M | 7.5% |
| XLG | INVESCO EXCHANGE TRADED FD T | 228,719 | $14M | 5.9% |
| IOO | ISHARES TR | 93,076 | $13M | 5.3% |
| IDEV | ISHARES TR | 134,874 | $12M | 5.1% |
| PVAL | PUTNAM ETF TRUST | 206,505 | $11M | 4.4% |
| AAPL | APPLE INC | 32,089 | $9M | 3.9% |
| QUAL | ISHARES TR | 35,505 | $8M | 3.3% |
| GOOGL | ALPHABET INC | 20,167 | $7M | 3.0% |
Track Green Ridge Wealth Planning's 13F portfolio: $238M in reported holdings, 97 positions. Top holdings and quarterly changes on SentiSense.
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