Green Ridge Wealth Planning LLC

Q2 2026 13F Holdings

Location
Montville, NJ
Holdings as of
6/30/2026
Value
$238M
Value excl. options
$238M
Num holdings
94
Date filed
7/8/2026
Form type
13F-HR
Prev filing
4/10/2026
Next filing
10/8/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type