Green Ridge Wealth Planning LLC — 13F holdings

Green Ridge Wealth Planning LLC reported 88 holdings worth $249M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $29.1M (11.7%)
  2. VEA VANGUARD TAX-MANAGED FDS — $20.2M (8.1%)
  3. SPMO INVESCO EXCH TRADED FD TR II — $18.0M (7.2%)
  4. IOO ISHARES TR — $15.8M (6.3%)
  5. XLG INVESCO EXCHANGE TRADED FD T — $14.0M (5.6%)
  6. PVAL PUTNAM ETF TRUST — $13.6M (5.5%)
  7. IDEV ISHARES TR — $13.0M (5.2%)
  8. AAPL APPLE INC — $10.1M (4.0%)
  9. QUAL ISHARES TR — $7.81M (3.1%)
  10. SOXX ISHARES TR — $6.62M (2.7%)