Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Green Ridge Wealth Planning LLC (CIK 2117069) reported $237.8M across 93 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($28.1M, 11.80%), VEA ($19.4M, 8.15%), SPMO ($17.8M, 7.48%), XLG ($14.0M, 5.89%), IOO ($12.7M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $28.1M | 11.80% | 38,107 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $19.4M | 8.15% | 271,931 | Added |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $17.8M | 7.48% | 110,026 | Added |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | $14.0M | 5.89% | 228,719 | Added |
| 5 | IOO | ISHARES TR | $12.7M | 5.35% | 93,076 | Added |
| 6 | IDEV | ISHARES TR | $12.0M | 5.05% | 134,874 | Added |
| 7 | PVAL | PUTNAM ETF TRUST | $10.5M | 4.43% | 206,505 | Added |
| 8 | AAPL | APPLE INC | $9.3M | 3.91% | 32,089 | Trimmed |
| 9 | QUAL | ISHARES TR | $7.8M | 3.28% | 35,505 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $7.2M | 3.03% | 20,167 | Trimmed |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 2.50% | 10,240 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $5.9M | 2.49% | 24,791 | Trimmed |
| 13 | SOXX | ISHARES TR | $5.8M | 2.43% | 9,028 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $4.9M | 2.05% | 24,331 | Added |
| 15 | AIQ | GLOBAL X FDS | $4.6M | 1.93% | 70,113 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $4.1M | 1.74% | 11,113 | Added |
| 17 | PPA | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.70% | 22,817 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.69% | 67,463 | Added |
| 19 | SCHA | SCHWAB STRATEGIC TR | $4.0M | 1.68% | 110,320 | New |
| 20 | AVDV | AMERICAN CENTY ETF TR | $3.4M | 1.42% | 32,691 | Added |
| 21 | OILK | PROSHARES TR | $3.1M | 1.31% | 65,570 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 1.30% | 4,141 | Added |
| 23 | ACYN | FIRST TR EXCHANGE-TRADED FD | $3.0M | 1.27% | 144,978 | New |
| 24 | ICLO | INVESCO ACTIVELY MANAGED EXC | $3.0M | 1.25% | 116,330 | Added |
| 25 | GOOG | ALPHABET INC | $2.5M | 1.04% | 6,999 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30