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CIK 0002117069 • 3 13F filings • Mar 11, 2026 – Jul 8, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $413K | 0.2% | 1,900 SH | |
| ADOBE INC | COM | $203K | 0.1% | 835 SH | |
| ADVANCED MICRO DEVICES INC | COM | $2.2M | 1.1% | 10,670 SH | |
| AIRBNB INC | COM CL A | $243K | 0.1% | 1,927 SH | |
| ALPHABET INC | CAP STK CL A | $5.9M | 3.1% | 20,591 SH | |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.1% | 7,001 SH | |
| AMAZON COM INC | COM | $5.2M | 2.8% | 25,124 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.1M | 1.1% | 20,926 SH | |
| AMERICAN EXPRESS CO | COM | $371K | 0.2% | 1,228 SH | |
| APPLE INC | COM | $8.6M | 4.5% | 33,926 SH | |
| APPLIED MATLS INC | COM | $223K | 0.1% | 653 SH | |
| APPLOVIN CORP | COM CL A | $207K | 0.1% | 519 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $220K | 0.1% | 1,085 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $548K | 0.3% | 1,143 SH | |
| BLACKROCK INC | COM | $253K | 0.1% | 263 SH | |
| BLACKROCK MUNIHLDGS NJ QLTY | COM | $129K | 0.1% | 11,148 SH | |
| BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | $482K | 0.3% | 9,812 SH | |
| BROADCOM INC | COM | $641K | 0.3% | 2,072 SH | |
| CAPITAL ONE FINL CORP | COM | $326K | 0.2% | 1,788 SH | |
| CISCO SYS INC | COM | $520K | 0.3% | 6,700 SH | |
| CONSOLIDATED EDISON INC | COM | $213K | 0.1% | 1,884 SH | |
| CORE SCIENTIFIC INC NEW | COM | $185K | 0.1% | 12,375 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $500K | 0.3% | 502 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $436K | 0.2% | 1,116 SH | |
| ELI LILLY & CO | COM | $824K | 0.4% | 896 SH | |
| FEDEX CORP | COM | $279K | 0.1% | 782 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $201K | 0.1% | 858 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $3.5M | 1.8% | 74,949 SH | |
| GLOBAL X FDS | NASDAQ 100 COVER | $175K | 0.1% | 10,221 SH | |
| HOME DEPOT INC | COM | $460K | 0.2% | 1,398 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $452K | 0.2% | 1,866 SH | |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | $2.6M | 1.4% | 101,674 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $11.8M | 6.2% | 104,869 SH | |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $4.8M | 2.5% | 29,186 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $12.1M | 6.4% | 222,205 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $21.3M | 11.2% | 36,893 SH | |
| ISHARES GOLD TR | ISHARES NEW | $2.7M | 1.4% | 30,733 SH | |
| ISHARES TR | CHINA LG-CAP ETF | $764K | 0.4% | 21,286 SH | |
| ISHARES TR | CORE DIVID ETF | $216K | 0.1% | 4,000 SH | |
| ISHARES TR | CORE MSCI INTL | $10.2M | 5.4% | 122,277 SH | |
| ISHARES TR | CORE S&P MCP ETF | $273K | 0.1% | 4,050 SH | |
| ISHARES TR | CORE S&P500 ETF | $945K | 0.5% | 1,447 SH | |
| ISHARES TR | GLOBAL 100 ETF | $10.2M | 5.4% | 84,478 SH | |
| ISHARES TR | ISHARES BIOTECH | $295K | 0.2% | 1,750 SH | |
| ISHARES TR | ISHARES SEMICDTR | $4.3M | 2.3% | 13,093 SH | |
| ISHARES TR | MSCI EAFE ETF | $870K | 0.5% | 8,962 SH | |
| ISHARES TR | MSCI USA QLT FCT | $8.0M | 4.2% | 41,458 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $212K | 0.1% | 497 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $206K | 0.1% | 1,817 SH | |
| ISHARES TR | SELECT DIVID ETF | $240K | 0.1% | 1,587 SH | |
| ISHARES TR | SP SMCP600VL ETF | $303K | 0.2% | 2,554 SH | |
| JOHNSON & JOHNSON | COM | $687K | 0.4% | 2,811 SH | |
| JPMORGAN CHASE & CO | COM | $1.4M | 0.7% | 4,839 SH | |
| MASTERCARD INCORPORATED | CL A | $287K | 0.2% | 574 SH | |
| MERCK & CO INC | COM | $646K | 0.3% | 5,370 SH | |
| META PLATFORMS INC | CL A | $1.8M | 0.9% | 3,095 SH | |
| MICROSOFT CORP | COM | $3.9M | 2.1% | 10,626 SH | |
| NETFLIX INC. | COM | $716K | 0.4% | 7,450 SH | |
| NEXTERA ENERGY INC | COM | $268K | 0.1% | 2,888 SH | |
| NUVEEN NEW JERSEY | COM | $141K | 0.1% | 11,500 SH | |
| NVIDIA CORPORATION | COM | $4.2M | 2.2% | 23,975 SH | |
| ORACLE CORP | COM | $474K | 0.2% | 3,225 SH | |
| PALO ALTO NETWORKS INC | COM | $275K | 0.1% | 1,718 SH | |
| PHILLIPS 66 | COM | $255K | 0.1% | 1,400 SH | |
| PROSHARES TR | K-1 FREE CRD OIL | $3.0M | 1.6% | 55,160 SH | |
| PUBLIC SVC ENTERPRISE GROUP | COM | $226K | 0.1% | 2,788 SH | |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $8.2M | 4.3% | 177,483 SH | |
| QUALCOMM INC | COM | $311K | 0.2% | 2,413 SH | |
| SALESFORCE INC | COM | $615K | 0.3% | 3,294 SH | |
| SELECT SECTOR SPDR TR | STATE STREET COM | $2.1M | 1.1% | 19,371 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $399K | 0.2% | 2,999 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $311K | 0.2% | 4,063 SH | |
| STARBUCKS CORP | COM | $276K | 0.1% | 3,076 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.4M | 1.2% | 3,629 SH | |
| TESLA INC | COM | $1.7M | 0.9% | 4,664 SH | |
| UNITED PARCEL SVCS INC | CL B | $1.4M | 0.7% | 14,326 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $287K | 0.2% | 960 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 1.1% | 3,372 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $413K | 0.2% | 1,286 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.5M | 1.3% | 46,157 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $602K | 0.3% | 5,485 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.9M | 8.3% | 247,484 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $672K | 0.4% | 4,535 SH | |
| VISA INC | COM CL A | $235K | 0.1% | 779 SH | |
| WALMART INC | COM | $560K | 0.3% | 4,504 SH | |
| WASTE MGMT INC DEL | COM | $447K | 0.2% | 1,946 SH |
| Q2 2026 |
| 13F-HR |
| 0002085853-26-000649 |
| $237.8M |
| View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000332 | $190.0M | View |