Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC reported 88 holdings worth US$249M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Green Ridge Wealth Planning LLC reported 88 holdings worth US$249M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 30,252 | US$10.1M | 4.0% |
| Alphabet Inc (google) Class C | 25,353 | US$8.7M | 3.5% |
| Advanced Micro Devices Inc | 9,970 | US$6.1M | 2.4% |
| Microsoft Corp. | 11,038 | US$5.66M | 2.3% |
| Amazon.com, Inc. | 22,417 | US$5.59M | 2.2% |
| Nvidia Corporation | 23,096 | US$5.27M | 2.1% |
| Meta Platforms, Inc. | 3,419 | US$2.48M | 0.99% |
| Jp Morgan Chase & Co. | 4,462 | US$1.48M | 0.59% |
| Tesla, Inc. | 3,943 | US$1.4M | 0.56% |
| United Parcel Service, Inc. | 14,322 | US$1.34M | 0.54% |
| Crowdstrike Holdings, Inc. | 4,404 | US$1.17M | 0.47% |
| Eli Lilly And Company | 789 | US$913K | 0.37% |
| Broadcom Inc. | 2,443 | US$858K | 0.34% |
| Johnson & Johnson | 2,716 | US$719K | 0.29% |
| Automatic Data Processing, Inc. | 2,725 | US$703K | 0.28% |
| Palo Alto Networks, Inc. | 1,717 | US$682K | 0.27% |
| Merck & Company, Inc. | 4,542 | US$660K | 0.26% |
| Cisco Systems, Inc. | 6,017 | US$648K | 0.26% |
| Salesforce, Inc. | 2,425 | US$557K | 0.22% |
| Berkshire Hathaway Inc. | 1,071 | US$533K | 0.21% |
| Abbvie Inc. | 1,983 | US$519K | 0.21% |
| Netflix, Inc. | 6,669 | US$464K | 0.19% |
| International Business Machines Corporation | 1,861 | US$409K | 0.16% |
| Costco Wholesale Corporation | 440 | US$401K | 0.16% |
| Micron Technology, Inc. | 375 | US$399K | 0.16% |
| Oracle Corporation | 2,835 | US$389K | 0.16% |
| Visa Inc. | 1,047 | US$376K | 0.15% |
| Qualcomm Incorporated | 1,996 | US$367K | 0.15% |
| Phillips 66 | 1,400 | US$357K | 0.14% |
| Asml Holding Nv | 195 | US$353K | 0.14% |
| Waste Management, Inc. | 1,730 | US$353K | 0.14% |
| American Express Company | 1,154 | US$351K | 0.14% |
| Capital One Financial Corporation | 1,775 | US$343K | 0.14% |
| Applied Materials, Inc. | 640 | US$327K | 0.13% |
| Home Depot, Inc. (the) | 1,137 | US$323K | 0.13% |
| Walmart Inc. | 3,060 | US$318K | 0.13% |
| Mastercard Incorporated | 569 | US$314K | 0.13% |
| Nextera Energy, Inc. | 4,133 | US$313K | 0.13% |
| Palantir Technologies Inc. | 1,466 | US$274K | 0.11% |
| Blackrock, Inc. | 245 | US$259K | 0.10% |
| Marvell Technology, Inc. | 875 | US$231K | 0.09% |
| Starbucks Corporation | 2,284 | US$215K | 0.09% |
| Public Service Enterprise Group Incorporated | 2,988 | US$201K | 0.08% |
| Fedex Corporation | 702 | US$200K | 0.08% |
| Actuate Therapeutics, Inc. | 10,000 | US$7,797 | <0.01% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Consolidated Edison, Inc. | 0 | US$0 | 0.00% |
| Core Scientific, Inc. | 0 | US$0 | 0.00% |
| First Solar, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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