Green Ridge Wealth Planning LLC
All 13F Filings
- Location
- Montville, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 237,754
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 7/8/2026 | 94 | 237,754 | 13F-HR | Green Ridge Wealth Planning LLC |
| Q1 2026 | 4/10/2026 | 86 | 190,016 | 13F-HR | Green Ridge Wealth Planning LLC |
| Q4 2025 | 3/11/2026 | 87 | 195,557 | 13F-HR | Green Ridge Wealth Planning LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
40
(0.0% of total reported value)
· QoQ Δ:
+40
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.89 K | 28.1% | 13.23 K | 0 | 13.23 K |
| ETFs | 168.8 K | 71.9% | 34.57 K | 0 | 34.57 K |
| Debt | 0 | 0.0% | 0 | 482 | -482 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
237,754
Holdings
94
QoQ value change ($000)
47,738
(25.1%)
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.