Green Ridge Wealth Planning LLC

CIK

2117069

Location

MONTVILLE, NJ

Portfolio Value

Micro $91,606,638

Diversification

Diversified

Filing Date

Global Rank

#179 / 295 ▲ 6004

Top Industry

Semiconductors 20.2%

3Y Alpha vs SPY

+19.2%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+16.1%

SPY

+10.0%

Annualised alpha

+18.7%

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

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

Top Position

30.6%

+2.8 pts

Top 5

61.6%

+2.4 pts

Top 10

79.0%

+2.9 pts

HHI

1,271

Diversified+147

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
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
GOOGL	Alphabet Inc.	−424	20,167	$7,207,080
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
FDX	Fedex Corp	−25	757	$237,039
SBUX	Starbucks Corp	−25	3,051	$311,781
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

2 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	835	$202,971
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	11,500	$141,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 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	-424	$7,207,080	+21.7%	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 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	+5.6%	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	+95.3%	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%