Green Ridge Wealth Planning LLC

CIK

2117069

Location

MONTVILLE, NJ

Portfolio Value

Micro $1,059,964

Diversification

Diversified

Filing Date

Global Rank

#6,189 / 8,586 ▲ 18

Top Industry

Consumer Electronics 17.1%

3Y Alpha vs SPY

+22.7%

Period ended 3 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

+17.2%

SPY

+11.2%

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
WMT	Walmart Inc.	+8	4,504	$559,757
FDX	Fedex Corp	+8	782	$278,532
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
BLK	BlackRock, Inc.	+2	263	$252,929
CRWD	CrowdStrike Holdings, Inc.	+2	1,116	$435,697
WM	Waste Management Inc	+1	1,946	$447,171
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

2 positions · $1,059,964 total · Consumer Defensive only · 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	History
WMT	Walmart Inc. Consumer Defensive	Added	4,504	+8	$559,757	+11.8%	52.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	502	-6	$500,207	+14.2%	47.19%