Green Ridge Wealth Planning LLC
CIK
2117069
City
MONTVILLE
State / Country
NJ
Top Portfolio Positions
49 positions ·
$76,269,391 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
36,893 | $21,293,901 | 27.92% |
| AAPL |
Apple Inc.
Technology
|
33,926 | $8,610,079 | 11.29% |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,591 | $5,921,147 | 7.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,124 | $5,232,575 | 6.86% |
| NVDA |
Nvidia Corp
Technology
|
23,975 | $4,181,240 | 5.48% |
| MSFT |
Microsoft Corp
Technology
|
10,626 | $3,933,426 | 5.16% |
| IAU |
Ishares Gold Trust
|
30,733 | $2,709,421 | 3.55% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,629 | $2,360,083 | 3.09% |
| AMD |
Advanced Micro Devices Inc
Technology
|
10,670 | $2,170,598 | 2.85% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,095 | $1,770,742 | 2.32% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,982 | 11,148 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $132,661 | 11,148 | Shares | Sole | 2026-03-11 | |
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