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.
Ridgewood Investments LLC (CIK 1703556) reported $267.2M across 208 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($23.4M, 8.74%), GOOGL ($9.2M, 3.43%), SGOV ($5.9M, 2.22%), VOO ($4.8M, 1.80%), BSV ($4.6M, 1.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.4M | 8.74% | 46,686 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $9.2M | 3.43% | 25,632 | Trimmed |
| 3 | SGOV | ISHARES TR | $5.9M | 2.22% | 59,037 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $4.8M | 1.80% | 6,984 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $4.6M | 1.74% | 59,535 | Trimmed |
| 6 | GOOG | ALPHABET INC | $4.4M | 1.65% | 12,464 | Trimmed |
| 7 | FLRN | SPDR SERIES TRUST | $4.3M | 1.60% | 138,864 | Added |
| 8 | VO | VANGUARD INDEX FDS | $4.2M | 1.56% | 51,848 | Added |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.53% | 26,088 | Trimmed |
| 10 | SHV | ISHARES TR | $4.0M | 1.50% | 36,318 | Trimmed |
| 11 | VB | VANGUARD INDEX FDS | $4.0M | 1.49% | 13,121 | Added |
| 12 | MKL | MARKEL GROUP INC | $3.7M | 1.40% | 1,919 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 1.26% | 116,689 | Added |
| 14 | META | META PLATFORMS INC | $3.2M | 1.21% | 5,753 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.9M | 1.10% | 7,895 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.9M | 1.10% | 14,676 | Added |
| 17 | TXN | TEXAS INSTRS INC | $2.8M | 1.03% | 9,249 | Trimmed |
| 18 | QCOM | QUALCOMM INC | $2.6M | 0.96% | 13,937 | Trimmed |
| 19 | SCHV | SCHWAB STRATEGIC TR | $2.5M | 0.93% | 71,569 | Added |
| 20 | QQQ | INVESCO QQQ TR | $2.4M | 0.91% | 3,305 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $2.4M | 0.89% | 49,132 | Added |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $2.3M | 0.87% | 39,980 | Trimmed |
| 23 | MDT | MEDTRONIC PLC | $2.3M | 0.86% | 29,271 | Added |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | $2.3M | 0.86% | 39,881 | Trimmed |
| 25 | BIV | VANGUARD BD INDEX FDS | $2.3M | 0.85% | 29,588 | Added |
Source: SEC Form 13F filings · as of 2026-06-30