Green Ridge Wealth Planning LLC

CIK

2117069

Location

MONTVILLE, NJ

Portfolio Value

Micro $76,817,116

Diversification

Diversified

Filing Date

Global Rank

#5,841 / 8,232 ▲ 135

Top Industry

Consumer Electronics 17.1%

3Y Alpha vs SPY

+23.3%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.2%

SPY

+9.1%

Annualised alpha

+23.3%

Max drawdown

−9.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.7%

+0.8 pts

Top 5

58.9%

+0.3 pts

Top 10

75.7%

+1.3 pts

HHI

1,114

Diversified+46

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.3%	$26,363,405	3
Technology	30.5%	$23,451,729	16
Communication Services	11.2%	$8,614,768	4
Consumer Cyclical	10.3%	$7,945,124	5
Financial Services	4.8%	$3,714,403	9
Healthcare	3.3%	$2,570,421	4
Industrials	2.8%	$2,135,094	3
Consumer Defensive	1.4%	$1,059,964	2
Utilities	0.9%	$707,156	3
Energy	0.3%	$255,052	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+12,802	30,733	$2,709,421
NVDA	Nvidia Corp	+546	23,975	$4,181,240
IBM	International Business Machines Corp	+505	1,866	$452,299
QQQ	Invesco Qqq Trust, Series 1	+353	36,893	$21,293,901
JPM	Jpmorgan Chase & Co	+342	4,839	$1,423,440
AMZN	Amazon Com Inc	+293	25,124	$5,232,575
MSFT	Microsoft Corp	+252	10,626	$3,933,426
META	Meta Platforms, Inc.	+83	3,095	$1,770,742
JNJ	Johnson & Johnson	+77	2,811	$687,120
CSCO	Cisco Systems, Inc.	+47	6,700	$519,853
LLY	ELI LILLY & Co	+35	896	$824,113
AVGO	Broadcom Inc.	+32	2,072	$641,304
AMD	Advanced Micro Devices Inc	+32	10,670	$2,170,598
NEE	Nextera Energy Inc	+30	2,888	$268,237
BRK-B	Berkshire Hathaway Inc	+22	1,143	$547,725
CRM	Salesforce, Inc.	+14	3,294	$614,890
COF	Capital One Financial Corp	+13	1,788	$326,184
FDX	Fedex Corp	+8	782	$278,532
WMT	Walmart Inc.	+8	4,504	$559,757
AAPL	Apple Inc.	+5	33,926	$8,610,079
PEG	Public Service Enterprise Group Inc	+3	2,788	$225,688
ABBV	AbbVie Inc.	+2	1,900	$413,231
CRWD	CrowdStrike Holdings, Inc.	+2	1,116	$435,697
BLK	BlackRock, Inc.	+2	263	$252,929
ADP	Automatic Data Processing Inc	+1	1,085	$220,450
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	−1,500	11,500	$141,450
ORCL	Oracle Corp	−625	3,225	$474,429
PSX	Phillips 66	−540	1,400	$255,052
ADBE	Adobe Inc.	−316	835	$202,971
UPS	United Parcel Service Inc	−278	14,326	$1,409,391
QCOM	Qualcomm Inc/De	−171	2,413	$310,746
PANW	Palo Alto Networks Inc	−153	1,718	$275,429
MRK	Merck & Co., Inc.	−135	5,370	$645,957
GOOGL	Alphabet Inc.	−120	20,591	$5,921,147
HD	Home Depot, Inc.	−19	1,398	$459,788
ABNB	Airbnb, Inc.	−17	1,927	$243,341
SPY	Spdr S&P 500 ETF Trust	−15	3,629	$2,360,083
TSLA	Tesla, Inc.	−14	4,664	$1,733,842
MA	Mastercard Inc	−10	574	$286,804
COST	Costco Wholesale Corp /New	−6	502	$500,207
AXP	American Express Co	−5	1,228	$371,445
V	Visa Inc.	−4	779	$235,444
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	653	$223,188
ED	Consolidated Edison Inc	1,884	$213,231
APP	AppLovin Corp	519	$206,562
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	24,378	$1,210,367
DIS	Walt Disney Co	2,233	$254,048
WDAY	Workday, Inc.	1,103	$236,902
FSLR	First Solar, Inc.	894	$233,539
PGR	Progressive Corp/Oh/	1,002	$228,175
NOW	ServiceNow, Inc.	1,475	$225,955
RC	Ready Capital Corp	14,813	$32,292
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 positions · $76,817,116 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	36,893	+353	$21,293,901	−5.1%	27.72%
AAPL	Apple Inc. Technology	Added	33,926	+5	$8,610,079	−6.6%	11.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,591	-120	$5,921,147	−8.7%	7.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,124	+293	$5,232,575	−8.7%	6.81%
NVDA	Nvidia Corp Technology	Added	23,975	+546	$4,181,240	−4.3%	5.44%
MSFT	Microsoft Corp Technology	Added	10,626	+252	$3,933,426	−21.6%	5.12%
IAU	Ishares Gold Trust	Added	30,733	+12,802	$2,709,421	+86.2%	3.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,629	-15	$2,360,083	−5.0%	3.07%
AMD	Advanced Micro Devices Inc Technology	Added	10,670	+32	$2,170,598	−4.7%	2.83%
META	Meta Platforms, Inc. Communication Services	Added	3,095	+83	$1,770,742	−10.9%	2.31%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,664	-14	$1,733,842	−17.6%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,839	+342	$1,423,440	−1.8%	1.85%
UPS	United Parcel Service Inc Industrials	Reduced	14,326	-278	$1,409,391	−2.7%	1.83%
LLY	ELI LILLY & Co Healthcare	Added	896	+35	$824,113	−10.9%	1.07%
NFLX	Netflix Inc Communication Services	Held	7,450	0	$716,317	+2.5%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	2,811	+77	$687,120	+21.4%	0.89%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,370	-135	$645,957	+11.5%	0.84%
AVGO	Broadcom Inc. Technology	Added	2,072	+32	$641,304	−9.2%	0.83%
CRM	Salesforce, Inc. Technology	Added	3,294	+14	$614,890	−29.2%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	4,504	+8	$559,757	+11.8%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,143	+22	$547,725	−2.8%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	6,700	+47	$519,853	+1.4%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	502	-6	$500,207	+14.2%	0.65%
ORCL	Oracle Corp Technology	Reduced	3,225	-625	$474,429	−36.8%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,398	-19	$459,788	−5.7%	0.60%
IBM	International Business Machines Corp Technology	Added	1,866	+505	$452,299	+12.2%	0.59%
WM	Waste Management Inc Industrials	Added	1,946	+1	$447,171	+4.6%	0.58%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,116	+2	$435,697	−16.6%	0.57%
ABBV	AbbVie Inc. Healthcare	Added	1,900	+2	$413,231	−4.7%	0.54%
AXP	American Express Co Financial Services	Reduced	1,228	-5	$371,445	−18.6%	0.48%
COF	Capital One Financial Corp Financial Services	Added	1,788	+13	$326,184	−24.2%	0.42%
QCOM	Qualcomm Inc/De Technology	Reduced	2,413	-171	$310,746	−29.7%	0.40%
MA	Mastercard Inc Financial Services	Reduced	574	-10	$286,804	−14.0%	0.37%
FDX	Fedex Corp Industrials	Added	782	+8	$278,532	+24.6%	0.36%
SBUX	Starbucks Corp Consumer Cyclical	Held	3,076	0	$275,578	+6.4%	0.36%
PANW	Palo Alto Networks Inc Technology	Reduced	1,718	-153	$275,429	−20.1%	0.36%
NEE	Nextera Energy Inc Utilities	Added	2,888	+30	$268,237	+16.9%	0.35%
PSX	Phillips 66 Energy	Reduced	1,400	-540	$255,052	+1.9%	0.33%
BLK	BlackRock, Inc. Financial Services	Added	263	+2	$252,929	−9.5%	0.33%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	1,927	-17	$243,341	−7.8%	0.32%
V	Visa Inc. Financial Services	Reduced	779	-4	$235,444	−14.3%	0.31%
PEG	Public Service Enterprise Group Inc Utilities	Added	2,788	+3	$225,688	+0.9%	0.29%
AMAT	Applied Materials Inc /De Technology	NEW	653	NEW	$223,188	NEW	0.29%
ADP	Automatic Data Processing Inc Technology	Added	1,085	+1	$220,450	−20.9%	0.29%
ED	Consolidated Edison Inc Utilities	NEW	1,884	NEW	$213,231	NEW	0.28%
APP	AppLovin Corp Communication Services	NEW	519	NEW	$206,562	NEW	0.27%
ADBE	Adobe Inc. Technology	Reduced	835	-316	$202,971	−49.6%	0.26%
CORZ	Core Scientific, Inc./tx Technology	Held	12,375	0	$185,130	+2.7%	0.24%
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND Financial Services	Reduced	11,500	-1,500	$141,450	−13.9%	0.18%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Held	11,148	0	$128,982	−2.8%	0.17%