Green Ridge Wealth Planning LLC Top Holdings and 13F Report (2026) About Green Ridge Wealth Planning LLCInvestment ActivityGreen Ridge Wealth Planning LLC has $190.02 million in total holdings as of March 31, 2026.Green Ridge Wealth Planning LLC owns shares of 86 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.23% of the portfolio was purchased this quarter.About 10.26% of the portfolio was sold this quarter.This quarter, Green Ridge Wealth Planning LLC has purchased 87 new stocks and bought additional shares in 34 stocks.Green Ridge Wealth Planning LLC sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Invesco QQQ $21,294,107Vanguard FTSE Developed Markets ETF $15,858,752Invesco S&P 500 Top 50 ETF $12,121,306Invesco S&P 500 Momentum ETF $11,756,864iShares Global 100 ETF $10,219,303 Largest New Holdings this Quarter 746729300 - Putnam Focused Large Cap Value ETF $8,235,211 Holding464287523 - iShares Semiconductor ETF $4,303,145 Holding74347G804 - ProShares K-1 Free Crude Oil ETF $2,984,156 Holding025072802 - Avantis International Small Cap Value ETF $2,089,670 Holding09789C671 - BONDBLOXX ETF TRUST $482,456 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 177,483 shares (about $8.24M)iShares Semiconductor ETF 13,093 shares (about $4.30M)ProShares K-1 Free Crude Oil ETF 55,160 shares (about $2.98M)Avantis International Small Cap Value ETF 20,926 shares (about $2.09M)iShares Gold Trust 12,802 shares (about $1.13M) Largest Sales this Quarter Communication Services Select Sector SPDR Fund 18,563 shares (about $2.06M)Invesco S&P 500 Momentum ETF 8,941 shares (about $1.00M)iShares China Large-Cap ETF 19,188 shares (about $688.85K)iShares MSCI USA Quality Factor ETF 1,168 shares (about $224.03K)Phillips 66 540 shares (about $98.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreen Ridge Wealth Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$21,294,107$203,747 ▲1.0%36,89311.2%FinanceVEAVanguard FTSE Developed Markets ETF$15,858,752$439,973 ▲2.9%247,4848.3%ETFXLGInvesco S&P 500 Top 50 ETF$12,121,306$358,994 ▲3.1%222,2056.4%ETFSPMOInvesco S&P 500 Momentum ETF$11,756,864$1,002,376 ▼-7.9%104,8696.2%ETFIOOiShares Global 100 ETF$10,219,303$1,007,922 ▲10.9%84,4785.4%ETFIDEViShares Core MSCI International Developed Markets ETF$10,218,689$407,487 ▲4.2%122,2775.4%ETFAAPLApple$8,610,005$1,269 ▲0.0%33,9264.5%Computer and TechnologyPVALPutnam Focused Large Cap Value ETF$8,235,211$8,235,211 ▲New Holding177,4834.3%ETFQUALiShares MSCI USA Quality Factor ETF$7,952,076$224,035 ▼-2.7%41,4584.2%ETFGOOGLAlphabet$5,921,266$34,508 ▼-0.6%20,5913.1%Computer and TechnologyAMZNAmazon.com$5,232,477$61,022 ▲1.2%25,1242.8%Retail/WholesalePPAInvesco Aerospace & Defense ETF$4,836,174$16,239 ▲0.3%29,1862.5%ETFSOXXiShares Semiconductor ETF$4,303,145$4,303,145 ▲New Holding13,0932.3%ETFNVDANVIDIA$4,181,274$95,223 ▲2.3%23,9752.2%Computer and TechnologyMSFTMicrosoft$3,933,542$93,286 ▲2.4%10,6262.1%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$3,497,870$191,487 ▲5.8%74,9491.8%ETFOILKProShares K-1 Free Crude Oil ETF$2,984,156$2,984,156 ▲New Holding55,1601.6%ETFIAUiShares Gold Trust$2,709,421$1,128,624 ▲71.4%30,7331.4%FinanceICLOInvesco AAA CLO Floating Rate Note ETF$2,593,711$55,102 ▼-2.1%101,6741.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,494,786$121,883 ▲5.1%46,1571.3%ETFSPYSPDR S&P 500 ETF Trust$2,360,266$9,756 ▼-0.4%3,6291.2%FinanceAMDAdvanced Micro Devices$2,170,598$6,510 ▲0.3%10,6701.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,147,440$2,057,866 ▼-48.9%19,3711.1%ETFAVDVAvantis International Small Cap Value ETF$2,089,670$2,089,670 ▲New Holding20,9261.1%ETFVOOVanguard S&P 500 ETF$2,015,195$11,953 ▼-0.6%3,3721.1%ETFGOOGAlphabet$2,008,307$574 ▼0.0%7,0011.1%Computer and TechnologyMETAMeta Platforms$1,770,830$47,489 ▲2.8%3,0950.9%Computer and TechnologyTSLATesla$1,733,842$5,205 ▼-0.3%4,6640.9%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,423,440$100,603 ▲7.6%4,8390.7%FinanceUPSUnited Parcel Service$1,409,392$27,350 ▼-1.9%14,3260.7%TransportationIVViShares Core S&P 500 ETF$945,2860.0%1,4470.5%ETFEFAiShares MSCI EAFE ETF$870,479$39,338 ▼-4.3%8,9620.5%FinanceLLYEli Lilly and Company$824,114$32,192 ▲4.1%8960.4%MedicalFXIiShares China Large-Cap ETF$764,167$688,849 ▼-47.4%21,2860.4%ETFNFLXNetflix$716,3180.0%7,4500.4%Consumer DiscretionaryJNJJohnson & Johnson$687,209$18,824 ▲2.8%2,8110.4%MedicalVYMVanguard High Dividend Yield ETF$671,6340.0%4,5350.4%ETFMRKMerck & Co., Inc.$645,957$16,239 ▼-2.5%5,3700.3%MedicalAVGOBroadcom$641,305$9,904 ▲1.6%2,0720.3%Computer and TechnologyCRMSalesforce$614,891$2,613 ▲0.4%3,2940.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$601,703$70,208 ▼-10.4%5,4850.3%ETFWALMART INC$559,804$994 ▲0.2%4,5040.3%COMBRK.BBerkshire Hathaway$547,726$10,542 ▲2.0%1,1430.3%FinanceCSCOCisco Systems$519,853$3,647 ▲0.7%6,7000.3%Computer and TechnologyCOSTCostco Wholesale$500,208$5,979 ▼-1.2%5020.3%Retail/WholesaleBONDBLOXX ETF TRUST$482,456$482,456 ▲New Holding9,8120.3%BONDBLOXX PRIVATORCLOracle$474,430$91,944 ▼-16.2%3,2250.2%Computer and TechnologyHDHome Depot$459,788$6,249 ▼-1.3%1,3980.2%Retail/WholesaleIBMInternational Business Machines$452,240$122,391 ▲37.1%1,8660.2%Computer and TechnologyWMWaste Management$447,171$230 ▲0.1%1,9460.2%Business ServicesCRWDCrowdStrike$435,698$781 ▲0.2%1,1160.2%Computer and TechnologyABBVAbbVie$413,231$435 ▲0.1%1,9000.2%MedicalVTIVanguard Total Stock Market ETF$412,667$53,589 ▼-11.5%1,2860.2%ETFXLKTechnology Select Sector SPDR Fund$398,567$13,689 ▲3.6%2,9990.2%ETFAXPAmerican Express$371,445$1,512 ▼-0.4%1,2280.2%FinanceCOFCapital One Financial$326,185$2,372 ▲0.7%1,7880.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$310,952$22,348 ▼-6.7%4,0630.2%ETFQCOMQualcomm$310,746$22,021 ▼-6.6%2,4130.2%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$302,5210.0%2,5540.2%ETFIBBiShares Biotechnology ETF$295,4880.0%1,7500.2%FinanceVVVanguard Large-Cap ETF$286,8960.0%9600.2%ETFMAMastercard$286,805$4,997 ▼-1.7%5740.2%Business ServicesFDXFedEx$278,533$2,849 ▲1.0%7820.1%TransportationSBUXStarbucks$275,5790.0%3,0760.1%Retail/WholesalePANWPalo Alto Networks$275,430$24,529 ▼-8.2%1,7180.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$273,4970.0%4,0500.1%ETFNEENextEra Energy$268,237$2,786 ▲1.0%2,8880.1%UtilitiesPSXPhillips 66$255,052$98,377 ▼-27.8%1,4000.1%EnergyBLACKROCK INC$252,930$1,923 ▲0.8%2630.1%COMABNBAirbnb$243,342$2,147 ▼-0.9%1,9270.1%Consumer DiscretionaryDVYiShares Select Dividend ETF$240,2880.0%1,5870.1%ETFVVisa$235,445$1,209 ▼-0.5%7790.1%Business ServicesPEGPublic Service Enterprise Group$225,689$243 ▲0.1%2,7880.1%UtilitiesAMATApplied Materials$223,189$223,189 ▲New Holding6530.1%Computer and TechnologyADPAutomatic Data Processing$220,483$203 ▲0.1%1,0850.1%Computer and TechnologyDIVBiShares Core Dividend ETF$215,800$48,555 ▼-18.4%4,0000.1%ETFEDConsolidated Edison$213,231$213,231 ▲New Holding1,8840.1%UtilitiesIWFiShares Russell 1000 Growth ETF$211,921$17,056 ▼-7.4%4970.1%ETFAPPLOVIN CORP$206,562$206,562 ▲New Holding5190.1%COM CL AIVWiShares S&P 500 Growth ETF$205,5210.0%1,8170.1%ETFADBEAdobe$202,972$76,813 ▼-27.5%8350.1%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$200,7980.0%8580.1%ETFCORE SCIENTIFIC INC NEW$185,1300.0%12,3750.1%COMQYLDGlobal X Nasdaq 100 Covered Call ETF$175,2900.0%10,2210.1%ManufacturingNXJNuveen New Jersey Quality Municipal Income Fund$141,450$18,450 ▼-11.5%11,5000.1%Financial ServicesMUJBlackRock MuniHoldings New Jersey Quality Fund$128,9820.0%11,1480.1%FinanceSPHQInvesco S&P 500 Quality ETF$0$7,995,077 ▼-100.0%00.0%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$0$4,339,328 ▼-100.0%00.0%ManufacturingISHARES BITCOIN TRUST ETF$0$1,210,368 ▼-100.0%00.0%SHS BEN INTDISWalt Disney$0$254,061 ▼-100.0%00.0%Consumer DiscretionaryWDAYWorkday$0$236,902 ▼-100.0%00.0%Computer and TechnologyFSLRFirst Solar$0$233,540 ▼-100.0%00.0%EnergyPGRProgressive$0$228,175 ▼-100.0%00.0%FinanceNOWServiceNow$0$225,955 ▼-100.0%00.0%Computer and TechnologyRCReady Capital$0$32,293 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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