Skip to content
Disclosery

13F-HR filed by Green Ridge Wealth Planning LLC

Green Ridge Wealth Planning LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-08 13:25:59 UTC, with 88 holding rows worth $249,232,954.

Accession
0002085853-26-001104
Filer
CIK 2117069
Filed
2026-10-08
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 88 entries on the cover page, a total value of $249,232,954 stated on the cover page (in dollars after the unit check, H1), rows summing to $249,232,954 with VALUE read as dollars as filed, 13F file number 028-26759. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM39,349$29,108,858dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS285,552$20,162,817dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS118,636$17,982,845dollars as filed
iShares Global 100 ETF464287572SHS109,469$15,764,631dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF220,635$14,034,623dollars as filed
PUTNAM ETF TRUST746729300FOCUSED LAR CAP259,011$13,629,159dollars as filed
ISHARES TR46435G326CORE MSCI INTL145,148$12,987,843dollars as filed
Apple Inc037833100COM30,252$10,074,475dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF35,130$7,807,291dollars as filed
ISHARES TR464287523COM11,644$6,621,424dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM18,450$6,348,178dollars as filed
Advanced Micro Devices,Inc.007903107COM9,970$6,099,247dollars as filed
Microsoft Corp594918104COM11,038$5,661,319dollars as filed
Amazon.com, Inc023135106COM22,417$5,585,078dollars as filed
NVIDIA Corp67066G104COM23,096$5,274,621dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E690VEST LADDERED244,087$5,091,655dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF76,524$4,986,304dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC60,343$3,974,190dollars as filed
Avantis International Small Cap Val ETF025072802SHS36,195$3,959,009dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF36,771$3,790,722dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A721AAA CLO FLTNG RT146,554$3,750,323dollars as filed
SPY78462F103SHS4,172$3,181,589dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS88,904$2,900,938dollars as filed
META PLATFORMS INC CL A30303M102COM3,419$2,479,641dollars as filed
Vanguard S&P 500 ETF922908363COM3,361$2,355,891dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,903$2,352,128dollars as filed
INVESCO EXCHANGE TRADED FD T46137V100AEROSPACE DEFN12,734$1,968,931dollars as filed
BONDBLOXX ETF TRUST09789C671PRIVA CR CLO ETF37,882$1,895,236dollars as filed
JPMorgan Chase & Co46625H100COM4,462$1,476,163dollars as filed
Tesla Motors, Inc88160R101COM3,943$1,399,016dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS12,281$1,362,823dollars as filed
United Parcel Service,Inc. Class B911312106COM14,322$1,338,248dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM4,404$1,165,959dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,447$1,108,292dollars as filed
Eli Lilly and Company532457108COM789$912,936dollars as filed
iShares Gold Trust464285204COM11,580$904,398dollars as filed
Broadcom Inc.11135F101COM2,443$857,957dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM5,871$756,908dollars as filed
Johnson & Johnson478160104COM2,716$719,130dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,535$703,832dollars as filed
Automatic Data Processing,Inc.053015103COM2,725$703,255dollars as filed
PALO ALTO NETWORKS INC697435105COM1,717$682,181dollars as filed
Merck & Co.,Inc.58933Y105COM4,542$659,998dollars as filed
Cisco Systems,Inc.17275R102COM6,017$647,610dollars as filed
Salesforce.com, Inc79466L302COM2,425$556,707dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,796$547,317dollars as filed
Berkshire Hathaway Inc084670702COM1,071$533,304dollars as filed
AbbVie,Inc.00287Y109COM1,983$518,733dollars as filed
VTI922908769COM1,365$510,961dollars as filed
Netflix, Inc64110L106COM6,669$464,029dollars as filed
International Business Machines Corporation459200101COM1,861$409,386dollars as filed
Costco Wholesale Corporation22160K105COM440$400,550dollars as filed
Micron Technology,Inc.595112103COM375$399,416dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,813$396,133dollars as filed
Oracle Corporation68389X105COM2,835$389,246dollars as filed
Visa Inc92826C839COM1,047$376,219dollars as filed
ISHARES TR464287556ISHARES BIOTECH1,750$368,428dollars as filed
Qualcomm Incorporated747525103COM1,996$367,344dollars as filed
PHILLIPS 66 COM718546104Stock1,400$357,459dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK195$353,276dollars as filed
Waste Management, Inc.94106L109COM1,730$352,782dollars as filed
American Express Company025816109COM1,154$350,931dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,775$342,699dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF960$337,776dollars as filed
Applied Materials,Inc.038222105COM640$327,283dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,554$327,167dollars as filed
Home Depot, Inc437076102COM1,137$323,465dollars as filed
Walmart Inc.931142103COM3,060$317,992dollars as filed
MasterCard, Inc57636Q104COM569$313,786dollars as filed
NextEra Energy,Inc.65339F101COM4,133$313,033dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,366$296,365dollars as filed
IJH464287507COM4,050$291,398dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,466$274,215dollars as filed
Vanguard Growth922908736COM2,955$266,275dollars as filed
BlackRock,Inc.09290D101COM245$259,281dollars as filed
iShares S&P 500 Growth ETF464287309SHS1,817$258,486dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,780$249,516dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX858$247,490dollars as filed
ISHARES TR464287168COM1,587$241,335dollars as filed
MARVELL TECHNOLOGY INC573874104COM875$231,184dollars as filed
Starbucks Corporation855244109COM2,284$214,605dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS2,584$214,394dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,988$201,202dollars as filed
FEDEX CORP COM31428X106Stock702$200,133dollars as filed
BLACKROCK MUNIHLDGS NJ QLTY09254X101COM11,148$125,749dollars as filed
NUVEEN MUN HIGH INCOME OPPOR670682103COM13,924$124,759dollars as filed
NVIDIA Corp67066G104COM200$45,676dollars as filedput
ACTUATE THERAPEUTICS INC005083100COM10,000$7,797dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-001104this filing2026-10-08