Green Ridge Wealth Planning LLC

CIK

2117069

Location

MONTVILLE, NJ

Portfolio Value

Micro $91,606,638

Diversification

Diversified

Filing Date

Global Rank

#6,070 / 8,517 ▲ 88

Top Industry

Semiconductors 20.2%

3Y Alpha vs SPY

+15.6%

Period ended 46 days ago

Filed Jul 8, 2026 · 38d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+20.4%

SPY

+13.9%

Annualised alpha

+15.4%

Max drawdown

−9.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.6%

+8.2 pts

Top 5

61.6%

−0.6 pts

Top 10

79.0%

+0.7 pts

HHI

1,271

Diversified+230

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.0%	$32,024,998	3
Technology	32.6%	$29,844,189	18
Communication Services	10.8%	$9,868,301	4
Consumer Cyclical	9.7%	$8,875,807	5
Financial Services	4.4%	$3,994,223	9
Healthcare	3.2%	$2,927,385	5
Industrials	2.4%	$2,207,926	3
Consumer Defensive	1.0%	$923,551	2
Utilities	0.8%	$703,588	3
Energy	0.3%	$236,670	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,214	38,107	$28,061,994
SPY	Spdr S&P 500 ETF Trust	+512	4,141	$3,092,374
MSFT	Microsoft Corp	+487	11,113	$4,145,371
NVDA	Nvidia Corp	+356	24,331	$4,868,389
META	Meta Platforms, Inc.	+264	3,359	$1,892,091
PEG	Public Service Enterprise Group Inc	+198	2,986	$242,343
PANW	Palo Alto Networks Inc	+1	1,719	$586,213
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−19,203	11,530	$870,630
GOOGL	Alphabet Inc.	−7,425	20,167	$7,207,080
CORZ	Core Scientific, Inc./tx	−4,550	7,825	$200,241
AAPL	Apple Inc.	−1,837	32,089	$9,285,273
CSCO	Cisco Systems, Inc.	−773	5,927	$696,185
CRM	Salesforce, Inc.	−638	2,656	$416,088
WMT	Walmart Inc.	−496	4,008	$453,946
AMD	Advanced Micro Devices Inc	−430	10,240	$5,948,518
ORCL	Oracle Corp	−381	2,844	$416,788
AMZN	Amazon Com Inc	−333	24,791	$5,908,686
MRK	Merck & Co., Inc.	−322	5,048	$648,668
HD	Home Depot, Inc.	−188	1,210	$426,742
JPM	Jpmorgan Chase & Co	−90	4,749	$1,554,490
QCOM	Qualcomm Inc/De	−87	2,326	$429,821
ADP	Automatic Data Processing Inc	−71	1,014	$227,085
NFLX	Netflix Inc	−55	7,395	$528,003
APP	AppLovin Corp	−51	468	$241,127
SBUX	Starbucks Corp	−25	3,051	$311,781
FDX	Fedex Corp	−25	757	$237,039
AVGO	Broadcom Inc.	−22	2,050	$774,387
TSLA	Tesla, Inc.	−21	4,643	$1,952,845
AMAT	Applied Materials Inc /De	−13	640	$462,720
JNJ	Johnson & Johnson	−11	2,800	$711,116
WM	Waste Management Inc	−11	1,935	$431,272
NEE	Nextera Energy Inc	−5	2,883	$253,040
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	551	$238,764
ASML	Asml Holding NV	106	$210,880
FSLR	First Solar, Inc.	850	$200,566
NMZ	Nuveen Municipal High Income Opportunity Fund	13,924	$147,176
ACTU	Actuate Therapeutics, Inc.	10,000	$15,300
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	247,484	$15,858,774
IBB	iShares Biotechnology ETF	1,750	$295,487
ADBE	Adobe Inc.	835	$202,971
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	11,500	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $91,606,638 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	38,107	+1,214	$28,061,994	+31.8%	30.63%
AAPL	Apple Inc. Technology	Reduced	32,089	-1,837	$9,285,273	+7.8%	10.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,167	-7,425	$7,207,080	−9.1%	7.87%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,240	-430	$5,948,518	+174.0%	6.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,791	-333	$5,908,686	+12.9%	6.45%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	24,331	+356	$4,868,389	+16.4%	5.31%
MSFT	Microsoft Corp Technology	Added	11,113	+487	$4,145,371	+5.4%	4.53%
SPY	Spdr S&P 500 ETF Trust	Added	4,141	+512	$3,092,374	+31.0%	3.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,643	-21	$1,952,845	+12.6%	2.13%
META	Meta Platforms, Inc. Communication Services	Added	3,359	+264	$1,892,091	+6.9%	2.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,749	-90	$1,554,490	+9.2%	1.70%
UPS	United Parcel Service Inc Industrials	Reduced	14,322	-4	$1,539,615	+9.2%	1.68%
LLY	ELI LILLY & Co Healthcare	Held	896	0	$1,074,689	+30.4%	1.17%
IAU	Ishares Gold Trust	Reduced	11,530	-19,203	$870,630	−67.9%	0.95%
AVGO	Broadcom Inc. Technology	Reduced	2,050	-22	$774,387	+20.8%	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	2,800	-11	$711,116	+3.5%	0.78%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,927	-773	$696,185	+33.9%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,048	-322	$648,668	+0.4%	0.71%
PANW	Palo Alto Networks Inc Technology	Added	1,719	+1	$586,213	+112.8%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,143	0	$571,945	+4.4%	0.62%
NFLX	Netflix Inc Communication Services	Reduced	7,395	-55	$528,003	−26.3%	0.58%
IBM	International Business Machines Corp Technology	Reduced	1,864	-2	$524,175	+15.9%	0.57%
ABBV	AbbVie Inc. Healthcare	Reduced	1,898	-2	$477,612	+15.6%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	502	0	$469,605	−6.1%	0.51%
AMAT	Applied Materials Inc /De Technology	Reduced	640	-13	$462,720	+107.3%	0.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,008	-496	$453,946	−18.9%	0.50%
WM	Waste Management Inc Industrials	Reduced	1,935	-11	$431,272	−3.6%	0.47%
QCOM	Qualcomm Inc/De Technology	Reduced	2,326	-87	$429,821	+38.3%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,210	-188	$426,742	−7.2%	0.47%
ORCL	Oracle Corp Technology	Reduced	2,844	-381	$416,788	−12.1%	0.45%
CRM	Salesforce, Inc. Technology	Reduced	2,656	-638	$416,088	−32.3%	0.45%
AXP	American Express Co Financial Services	Reduced	1,227	-1	$415,032	+11.7%	0.45%
COF	Capital One Financial Corp Financial Services	Held	1,788	0	$358,708	+10.0%	0.39%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,051	-25	$311,781	+13.1%	0.34%
MA	Mastercard Inc Financial Services	Reduced	573	-1	$294,292	+2.6%	0.32%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	1,927	0	$275,753	+13.3%	0.30%
V	Visa Inc. Financial Services	Held	779	0	$267,267	+13.5%	0.29%
NEE	Nextera Energy Inc Utilities	Reduced	2,883	-5	$253,040	−5.7%	0.28%
BLK	BlackRock, Inc. Financial Services	Reduced	258	-5	$248,082	−1.9%	0.27%
PEG	Public Service Enterprise Group Inc Utilities	Added	2,986	+198	$242,343	+7.4%	0.26%
APP	AppLovin Corp Communication Services	Reduced	468	-51	$241,127	+16.7%	0.26%
LRCX	Lam Research Corp Technology	NEW	551	NEW	$238,764	NEW	0.26%
FDX	Fedex Corp Industrials	Reduced	757	-25	$237,039	−14.9%	0.26%
PSX	Phillips 66 Energy	Held	1,400	0	$236,670	−7.2%	0.26%
ADP	Automatic Data Processing Inc Technology	Reduced	1,014	-71	$227,085	+3.0%	0.25%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,115	-1	$212,725	−51.2%	0.23%
ASML	Asml Holding NV Technology	NEW	106	NEW	$210,880	NEW	0.23%
ED	Consolidated Edison Inc Utilities	Reduced	1,882	-2	$208,205	−2.4%	0.23%
FSLR	First Solar, Inc. Technology	NEW	850	NEW	$200,566	NEW	0.22%
CORZ	Core Scientific, Inc./tx Technology	Reduced	7,825	-4,550	$200,241	+8.2%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.