StockDriftsStockDriftsTop 50 Green Ridge Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.68% | 39.3K | $29.1M | +3.26%(+1.24K) | $612.60(+17.26%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.09% | 285.6K | $20.2M | +5.01%(+13.62K) | $62.18(+11.56%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 7.22% | 118.6K | $18.0M | +7.83%(+8.61K) | $123.46(+15.01%) | 2026-09-30 | |
| IOO | ISHARES TR | 6.33% | 109.5K | $15.8M | +17.61%(+16.39K) | $126.19(+14.41%) | 2026-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 5.63% | 220.6K | $14.0M | -3.53%(-8.08K) | $58.32(+8.90%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 5.47% | 259.0K | $13.6M | +25.43%(+52.51K) | $47.41(+13.56%) | 2026-09-30 | |
| IDEV | ISHARES TR | 5.21% | 145.1K | $13.0M | +7.62%(+10.27K) | $82.26(+8.19%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.04% | 30.3K | $10.1M | -5.72%(-1.84K) | $263.24(+30.27%) | 2026-09-30 | |
| QUAL | ISHARES TR | 3.13% | 35.1K | $7.8M | -1.06%(-375) | $196.56(+14.58%) | 2026-09-30 | |
| SOXX | ISHARES TR | 2.66% | 11.6K | $6.6M | +28.98%(+2.62K) | $380.01(+32.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.52% |
Green Ridge Wealth Planning LLC reports $249.23M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.7%), VEA (8.1%) and SPMO (7.2%). The top 20 holdings account for 79.83% of reported assets. Its disclosed equity book has returned +14.75% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Green Ridge Wealth Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2117069). View Green Ridge Wealth Planning LLC’s 13F filings on SEC