Green Ridge Wealth Planning LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Montville, NJ
CIK
0002117069
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
86
190,016
QQQ, VEA, XLG, SPMO
13F-HR
4/10/2026
000208585326000332
Q4 2025
87
195,556
QQQ, VEA, SPMO, XLG
13F-HR
3/11/2026
000208585326000297