Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC reported 94 holdings worth US$238M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Green Ridge Wealth Planning LLC reported 94 holdings worth US$238M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Advanced Micro Devices Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$238M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 27,087 | US$9.68M | 4.1% |
| Apple Inc | 32,089 | US$9.29M | 3.9% |
| Advanced Micro Devices Inc | 10,240 | US$5.95M | 2.5% |
| Amazon.com, Inc. | 24,791 | US$5.91M | 2.5% |
| Nvidia Corporation | 24,131 | US$4.83M | 2.0% |
| Microsoft Corp. | 11,113 | US$4.15M | 1.7% |
| Tesla, Inc. | 4,643 | US$1.95M | 0.82% |
| Meta Platforms, Inc. | 3,359 | US$1.89M | 0.80% |
| Jp Morgan Chase & Co. | 4,749 | US$1.55M | 0.65% |
| United Parcel Service, Inc. | 14,322 | US$1.54M | 0.65% |
| Eli Lilly And Company | 896 | US$1.07M | 0.45% |
| Crowdstrike Holdings, Inc. | 1,115 | US$851K | 0.36% |
| Broadcom Inc. | 2,050 | US$774K | 0.33% |
| Johnson & Johnson | 2,800 | US$711K | 0.30% |
| Cisco Systems, Inc. | 5,927 | US$696K | 0.29% |
| Merck & Company, Inc. | 5,048 | US$649K | 0.27% |
| Palo Alto Networks, Inc. | 1,719 | US$586K | 0.25% |
| Berkshire Hathaway Inc. | 1,143 | US$572K | 0.24% |
| Netflix, Inc. | 7,395 | US$528K | 0.22% |
| International Business Machines Corporation | 1,864 | US$524K | 0.22% |
| Abbvie Inc. | 1,898 | US$478K | 0.20% |
| Costco Wholesale Corporation | 502 | US$470K | 0.20% |
| Applied Materials, Inc. | 640 | US$463K | 0.19% |
| Walmart Inc. | 4,008 | US$454K | 0.19% |
| Waste Management, Inc. | 1,935 | US$431K | 0.18% |
| Qualcomm Incorporated | 2,326 | US$430K | 0.18% |
| Home Depot, Inc. (the) | 1,210 | US$427K | 0.18% |
| Oracle Corporation | 2,844 | US$417K | 0.18% |
| Salesforce, Inc. | 2,656 | US$416K | 0.18% |
| American Express Company | 1,227 | US$415K | 0.17% |
| Capital One Financial Corporation | 1,788 | US$359K | 0.15% |
| Starbucks Corporation | 3,051 | US$312K | 0.13% |
| Mastercard Incorporated | 573 | US$294K | 0.12% |
| Airbnb, Inc. | 1,927 | US$276K | 0.12% |
| Visa Inc. | 779 | US$267K | 0.11% |
| Nextera Energy, Inc. | 2,883 | US$253K | 0.11% |
| Blackrock, Inc. | 258 | US$248K | 0.10% |
| Public Service Enterprise Group Incorporated | 2,986 | US$242K | 0.10% |
| Applovin Corporation | 468 | US$241K | 0.10% |
| Lam Research Corporation | 551 | US$239K | 0.10% |
| Fedex Corporation | 757 | US$237K | 0.10% |
| Phillips 66 | 1,400 | US$237K | 0.10% |
| Automatic Data Processing, Inc. | 1,014 | US$227K | 0.10% |
| Asml Holding Nv | 106 | US$211K | 0.09% |
| Consolidated Edison, Inc. | 1,882 | US$208K | 0.09% |
| First Solar, Inc. | 850 | US$201K | 0.08% |
| Core Scientific, Inc. | 7,825 | US$200K | 0.08% |
| Actuate Therapeutics, Inc. | 10,000 | US$15,300 | <0.01% |
| Adobe Inc. | 0 | US$0 | 0.00% |
Source
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