No buy transactions available for this period
No sell transactions available for this period
Green Ridge Wealth Planning LLC filed its 13F report for Q4 2025 on March 11, 2026. The portfolio totaled 195.56 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Green Ridge Wealth Planning submitted their Form 13F-HR for the Q4 2025 period on 03/11/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Green Ridge Wealth Planning reported a managed portfolio value of 195.56 M, consisting of 87 individual positions.
This page displays the raw filing documents. To see which stocks Green Ridge Wealth Planning bought or sold during Q4 2025, please visit Green Ridge Wealth Planning's Portfolio Analysis page.