Green Ridge Wealth Planning LLC - Portfolio Stock Holdings
Green Ridge Wealth Planning LLC disclosed 98 stock positions in a recent SEC 13F filing. $249,186,933 of stock holdings were filed, with the largest holdings including QQQ, VEA, and SPMO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $389,606,027 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
98Est. Stock Holding Value:
$249,186,933Top Stock Holdings By Sector
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Portfolio Stock Holdings - Green Ridge Wealth Planning LLC
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Portfolio Options Holdings - Green Ridge Wealth Planning LLC
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