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Ridgewood Investments Llc

Portfolio Manager
Ridgewood Investments LLC
Performance
+0.00% (2026 Q1)
AUM (13F)
$244.49M
# of Holdings
208
Performance Rank
Allocation (Top 20)
38.1%

Ridgewood Investments Llc Holdings Map

Top 50 Ridgewood Investments Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
9.43%48.1K$23.0Mnew2025-Q1: 48.9K shares2025-Q2: 48.9K shares2025-Q3: 49.1K shares2025-Q4: 0 shares2026-Q1: 48.1K shares
$156.82(+196.85%)
2026-03-31
GOOGL
ALPHABET INC
3.14%26.7K$7.7Mnew2025-Q1: 26.4K shares2025-Q2: 29.6K shares2025-Q3: 30.0K shares2025-Q4: 0 shares2026-Q1: 26.7K shares
$96.22(+303.69%)
2026-03-31
SGOV
ISHARES TR
2.58%62.8K$6.3Mnew2025-Q1: 27.5K shares2025-Q2: 30.9K shares2025-Q3: 51.4K shares2025-Q4: 0 shares2026-Q1: 62.8K shares
$100.59(-0.16%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
2.23%69.5K$5.5Mnew2025-Q1: 40.8K shares2025-Q2: 44.6K shares2025-Q3: 54.7K shares2025-Q4: 0 shares2026-Q1: 69.5K shares
$78.62(-0.79%)
2026-03-31
SHV
ISHARES TR
1.68%37.3K$4.1Mnew2025-Q1: 54.5K shares2025-Q2: 48.6K shares2025-Q3: 43.8K shares2025-Q4: 0 shares2026-Q1: 37.3K shares
$110.41(-0.27%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.68%6.9K$4.1Mnew2025-Q1: 7.1K shares2025-Q2: 7.2K shares2025-Q3: 7.8K shares2025-Q4: 0 shares2026-Q1: 6.9K shares
$343.60(+93.62%)
2026-03-31
FLRN
SPDR SERIES TRUST
1.59%126.3K$3.9Mnew2025-Q1: 55.5K shares2025-Q2: 68.2K shares2025-Q3: 94.6K shares2025-Q4: 0 shares2026-Q1: 126.3K shares
$30.75(+0.01%)
2026-03-31
MKL
MARKEL GROUP INC
1.52%1.9K$3.7Mnew2025-Q1: 2.0K shares2025-Q2: 2.0K shares2025-Q3: 2.0K shares2025-Q4: 0 shares2026-Q1: 1.9K shares
$946.32(+86.49%)
2026-03-31
GOOG
ALPHABET INC
1.51%12.8K$3.7Mnew2025-Q1: 13.2K shares2025-Q2: 13.2K shares2025-Q3: 13.2K shares2025-Q4: 0 shares2026-Q1: 12.8K shares
$47.87(+702.68%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
1.5%26.5K$3.7Mnew2025-Q1: 29.1K shares2025-Q2: 28.2K shares2025-Q3: 27.7K shares2025-Q4: 0 shares2026-Q1: 26.5K shares
$77.18(+97.11%)
2026-03-31

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