Holdings
Green Ridge Wealth Planning LLC
As of Sep 30, 2026, Green Ridge Wealth Planning LLC reported 45 positions worth US$63.6M. Largest: Apple Inc, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 30,252 | US$10.1M | −1,837 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 25,353 | US$8.7M | −1,734 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 9,970 | US$6.1M | −270 | Sep 30, 2026 |
| Microsoft Corp. | 11,038 | US$5.66M | −75 | Sep 30, 2026 |
| Amazon.com, Inc. | 22,417 | US$5.59M | −2,374 | Sep 30, 2026 |
| Nvidia Corporation | 23,096 | US$5.27M | −1,035 | Sep 30, 2026 |
| Meta Platforms, Inc. | 3,419 | US$2.48M | +60 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 4,462 | US$1.48M | −287 | Sep 30, 2026 |
| Tesla, Inc. | 3,943 | US$1.4M | −700 | Sep 30, 2026 |
| United Parcel Service, Inc. | 14,322 | US$1.34M | no change | Sep 30, 2026 |