Green Ridge Wealth Planning LLC Top Holdings and 13F Report (2026) About Green Ridge Wealth Planning LLCInvestment ActivityGreen Ridge Wealth Planning LLC has $249.23 million in total holdings as of September 30, 2026.Green Ridge Wealth Planning LLC owns shares of 87 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.29% of the portfolio was purchased this quarter.About 6.76% of the portfolio was sold this quarter.This quarter, Green Ridge Wealth Planning LLC has purchased 93 new stocks and bought additional shares in 28 stocks.Green Ridge Wealth Planning LLC sold shares of 38 stocks and completely divested from 11 stocks this quarter.Largest Holdings Invesco QQQ $29,108,858Vanguard FTSE Developed Markets ETF $20,162,817Invesco S&P 500 Momentum ETF $17,982,845iShares Global 100 ETF $15,764,631Invesco S&P 500 Top 50 ETF $14,034,623 Largest New Holdings this Quarter 46137V282 - Invesco S&P 500 Equal Weight Technology ETF $3,974,190 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $3,790,722 Holding595112103 - Micron Technology $399,416 Holding69608A108 - PALANTIR TECHNOLOGIES INC $274,215 Holding573874104 - Marvell Technology $231,184 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight Technology ETF 60,343 shares (about $3.97M)First Trust Nasdaq Cybersecurity ETF 36,771 shares (about $3.79M)Putnam Focused Large Cap Value ETF 52,506 shares (about $2.76M)iShares Global 100 ETF 16,393 shares (about $2.36M)FIRST TR EXCHANGE-TRADED FD 99,109 shares (about $2.07M) Largest Sales this Quarter Invesco Aerospace & Defense ETF 10,083 shares (about $1.56M)Schwab US Small-Cap ETF 21,416 shares (about $698.80K)Apple 1,837 shares (about $611.75K)Amazon.com 2,374 shares (about $591.47K)Alphabet 1,717 shares (about $590.78K) 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$29,108,858$918,783 ▲3.3%39,34911.7%ETFVEAVanguard FTSE Developed Markets ETF$20,162,817$961,778 ▲5.0%285,5528.1%ETFSPMOInvesco S&P 500 Momentum ETF$17,982,845$1,305,104 ▲7.8%118,6367.2%ETFIOOiShares Global 100 ETF$15,764,631$2,360,756 ▲17.6%109,4696.3%ETFXLGInvesco S&P 500 Top 50 ETF$14,034,623$514,224 ▼-3.5%220,6355.6%ETFPVALPutnam Focused Large Cap Value ETF$13,629,159$2,762,866 ▲25.4%259,0115.5%ETFIDEViShares Core MSCI International Developed Markets ETF$12,987,843$919,318 ▲7.6%145,1485.2%ETFAAPLApple$10,074,475$611,755 ▼-5.7%30,2524.0%TechnologyQUALiShares MSCI USA Quality Factor ETF$7,807,291$83,340 ▼-1.1%35,1303.1%ETFSOXXiShares Semiconductor ETF$6,621,424$1,487,603 ▲29.0%11,6442.7%ETFGOOGLAlphabet$6,348,178$590,776 ▼-8.5%18,4502.5%Communication ServicesAMDAdvanced Micro Devices$6,099,247$165,175 ▼-2.6%9,9702.4%TechnologyMSFTMicrosoft$5,661,319$38,467 ▼-0.7%11,0382.3%TechnologyAMZNAmazon.com$5,585,078$591,470 ▼-9.6%22,4172.2%Consumer DiscretionaryNVDANVIDIA$5,320,297$236,371 ▼-4.3%23,2962.1%TechnologyFIRST TR EXCHANGE-TRADED FD$5,091,655$2,067,414 ▲68.4%244,0872.0%VEST LADDEREDAIQGlobal X Artificial Intelligence & Technology ETF$4,986,304$417,741 ▲9.1%76,5242.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$3,974,190$3,974,190 ▲New Holding60,3431.6%ETFAVDVAvantis International Small Cap Value ETF$3,959,009$383,268 ▲10.7%36,1951.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$3,790,722$3,790,722 ▲New Holding36,7711.5%ETFICLOInvesco AAA CLO Floating Rate Note ETF$3,750,323$773,433 ▲26.0%146,5541.5%ETFSPYSPDR S&P 500 ETF Trust$3,181,589$23,641 ▲0.7%4,1721.3%ETFSCHASchwab US Small-Cap ETF$2,900,938$698,804 ▼-19.4%88,9041.2%ETFMETAMeta Platforms$2,479,641$43,515 ▲1.8%3,4191.0%Communication ServicesVOOVanguard S&P 500 ETF$2,355,891$701 ▲0.0%3,3610.9%ETFGOOGAlphabet$2,352,128$32,711 ▼-1.4%6,9030.9%Communication ServicesPPAInvesco Aerospace & Defense ETF$1,968,931$1,559,033 ▼-44.2%12,7340.8%ETFBONDBLOXX ETF TRUST$1,895,236$589,503 ▲45.1%37,8820.8%PRIVA CR CLO ETFJPMJPMorgan Chase & Co.$1,476,163$94,948 ▼-6.0%4,4620.6%FinanceTSLATesla$1,399,016$248,367 ▼-15.1%3,9430.6%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$1,362,823$60,590 ▼-4.3%12,2810.5%ETFUPSUnited Parcel Service$1,338,2480.0%14,3220.5%IndustrialsCRWDCrowdStrike$1,165,959$870,763 ▲295.0%4,4040.5%TechnologyIVViShares Core S&P 500 ETF$1,108,2920.0%1,4470.4%ETFLLYEli Lilly and Company$912,936$123,808 ▼-11.9%7890.4%HealthcareIAUiShares Gold Trust$904,398$3,905 ▲0.4%11,5800.4%ETFAVGOBroadcom$857,957$138,018 ▲19.2%2,4430.3%TechnologyVONGVanguard Russell 1000 Growth ETF$756,908$55,437 ▲7.9%5,8710.3%ETFJNJJohnson & Johnson$719,130$22,241 ▼-3.0%2,7160.3%HealthcareVYMVanguard High Dividend Yield ETF$703,8320.0%4,5350.3%ETFADPAutomatic Data Processing$703,255$441,567 ▲168.7%2,7250.3%IndustrialsPANWPalo Alto Networks$682,181$795 ▼-0.1%1,7170.3%TechnologyMRKMerck & Co., Inc.$659,998$73,527 ▼-10.0%4,5420.3%HealthcareCSCOCisco Systems$647,610$9,687 ▲1.5%6,0170.3%TechnologyCRMSalesforce$556,707$53,031 ▼-8.7%2,4250.2%TechnologyXLKTechnology Select Sector SPDR Fund$547,317$62,053 ▼-10.2%2,7960.2%ETFBRK.BBerkshire Hathaway$533,304$35,852 ▼-6.3%1,0710.2%FinanceABBVAbbVie$518,733$22,235 ▲4.5%1,9830.2%HealthcareVTIVanguard Total Stock Market ETF$510,961$29,572 ▲6.1%1,3650.2%ETFNFLXNetflix$464,029$50,515 ▼-9.8%6,6690.2%Communication ServicesIBMInternational Business Machines$409,386$660 ▼-0.2%1,8610.2%TechnologyCOSTCostco Wholesale$400,550$56,441 ▼-12.4%4400.2%Consumer StaplesMUMicron Technology$399,416$399,416 ▲New Holding3750.2%TechnologyEFAiShares MSCI EAFE ETF$396,133$3,636 ▼-0.9%3,8130.2%ETFORCLOracle$389,246$1,236 ▼-0.3%2,8350.2%TechnologyVVisa$376,219$96,301 ▲34.4%1,0470.2%FinanceIBBiShares Biotechnology ETF$368,4280.0%1,7500.1%ETFQCOMQualcomm$367,344$60,733 ▼-14.2%1,9960.1%TechnologyPSXPhillips 66$357,4590.0%1,4000.1%EnergyASMLASML$353,276$161,239 ▲84.0%1950.1%TechnologyWMWaste Management$352,782$41,804 ▼-10.6%1,7300.1%IndustrialsAXPAmerican Express$350,931$22,199 ▼-5.9%1,1540.1%FinanceCOFCapital One Financial$342,699$2,510 ▼-0.7%1,7750.1%FinanceVVVanguard Large-Cap ETF$337,7760.0%9600.1%ETFAMATApplied Materials$327,2830.0%6400.1%TechnologyIJSiShares S&P Small-Cap 600 Value ETF$327,1670.0%2,5540.1%ETFHDHome Depot$323,465$20,768 ▼-6.0%1,1370.1%Consumer DiscretionaryWALMART INC$317,992$98,515 ▼-23.7%3,0600.1%COMMAMastercard$313,786$2,206 ▼-0.7%5690.1%FinanceNEENextEra Energy$313,033$94,675 ▲43.4%4,1330.1%UtilitiesIWFiShares Russell 1000 Growth ETF$296,365$47,348 ▲19.0%2,3660.1%ETFIJHiShares Core S&P Mid-Cap ETF$291,3980.0%4,0500.1%ETFPALANTIR TECHNOLOGIES INC$274,215$274,215 ▲New Holding1,4660.1%CL AVUGVanguard Growth ETF$266,275$42,802 ▼-13.8%2,9550.1%ETFBLACKROCK INC$259,281$13,758 ▼-5.0%2450.1%COMIVWiShares S&P 500 Growth ETF$258,4860.0%1,8170.1%ETFSPLGSPDR Portfolio S&P 500 ETF$249,516$58,250 ▼-18.9%2,7800.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$247,4900.0%8580.1%ETFDVYiShares Select Dividend ETF$241,3350.0%1,5870.1%ETFMRVLMarvell Technology$231,184$231,184 ▲New Holding8750.1%TechnologySBUXStarbucks$214,605$72,067 ▼-25.1%2,2840.1%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$214,3940.0%2,5840.1%ETFPEGPublic Service Enterprise Group$201,202$135 ▲0.1%2,9880.1%UtilitiesFDXFedEx$200,133$15,680 ▼-7.3%7020.1%IndustrialsMUJBlackRock MuniHoldings New Jersey Quality Fund$125,7490.0%11,1480.1%FinanceNMZNuveen Municipal High Income Opportunity Fund$124,7590.0%13,9240.1%FinanceACTUATE THERAPEUTICS INC$7,7970.0%10,0000.0%COMVWOVanguard FTSE Emerging Markets ETF$0$4,026,866 ▼-100.0%00.0%ETFOILKProShares K-1 Free Crude Oil ETF$0$3,113,919 ▼-100.0%00.0%ETFREMXVanEck Rare Earth and Strategic Metals ETF$0$1,277,763 ▼-100.0%00.0%ETFTEMA ETF TRUST$0$429,239 ▼-100.0%00.0%SPACE INNOV ETFABNBAirbnb$0$275,754 ▼-100.0%00.0%Consumer DiscretionaryAPPLOVIN CORP$0$241,128 ▼-100.0%00.0%COM CL ALAM RESEARCH CORP$0$238,765 ▼-100.0%00.0%COM NEWEDConsolidated Edison$0$208,206 ▼-100.0%00.0%UtilitiesFSLRFirst Solar$0$200,566 ▼-100.0%00.0%TechnologyCORE SCIENTIFIC INC NEW$0$200,242 ▼-100.0%00.0%COMQYLDGlobal X Nasdaq 100 Covered Call ETF$0$185,609 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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