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Green Ridge Wealth Planning - Q1 2026 13F Filings

GR

Green Ridge Wealth Planning LLC

CIK: 0002117069
Address: New Jersey Montville 150 River Road E3
$190.02 M
Portfolio Value
86
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PVAL Putnam Focused Large Cap Value Etf
+$8.24 M
2. SOXX Ishares Semiconductor Etf
+$4.3 M
3. OILK Proshares K-1 Free Crude Oil Etf Of Benef Interest
+$2.98 M
4. AVDV Avantis International Small Cap Value Etf
+$2.09 M
5. IAU Ishares Gold Trust
+$1.13 M

Top Sells

Q1 2026
1. SPHQ Invesco S&P 500 Quality Etf
−$8 M
2. CIBR First Trust Nasdaq Cybersecurity Etf
−$4.34 M
3. XLC Communication Services Select Sector Spdr Fund
−$2.06 M
4. IBIT Ishares Bitcoin Trust Etf
−$1.21 M
5. SPMO Invesco S&P 500 Momentum Etf
−$1 M

Asset Allocation

Stocks/ETFs
-2.83%
$190.02 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Green Ridge Wealth Planning Q1 2026 Filing Summary

Green Ridge Wealth Planning LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 190.02 M reflecting a -2.83% change from the prior quarter, spanning 86 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Green Ridge Wealth Planning’s Q1 2026 Filing

Green Ridge Wealth Planning submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Green Ridge Wealth Planning reported a managed portfolio value of 190.02 M, consisting of 86 individual positions.

This page displays the raw filing documents. To see which stocks Green Ridge Wealth Planning bought or sold during Q1 2026, please visit Green Ridge Wealth Planning's Portfolio Analysis page.