Ridgewood Investments LLC
All 13F Filings
- Location
- Springfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,178
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 208 | 267,178 | 13F-HR | Ridgewood Investments LLC |
| Q1 2026 | 4/3/2026 | 208 | 244,489 | 13F-HR | Ridgewood Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.5 K | 67.9% | 14.8 K | 0 | 14.8 K |
| ETFs | 81 K | 30.3% | 8.695 K | 0 | 8.695 K |
| Debt | 4.638 K | 1.7% | 0 | 815 | -815 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
267,178
Holdings
208
QoQ value change ($000)
22,689
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.