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 $244.5M across 208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($23.0M, 9.43%), GOOGL ($7.7M, 3.14%), SGOV ($6.3M, 2.58%), BSV ($5.5M, 2.23%), VOO ($4.1M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.0M | 9.43% | 48,100 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $7.7M | 3.14% | 26,669 | Trimmed |
| 3 | SGOV | ISHARES TR | $6.3M | 2.58% | 62,767 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $5.5M | 2.23% | 69,547 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $4.1M | 1.68% | 6,868 | Trimmed |
| 6 | SHV | ISHARES TR | $4.1M | 1.68% | 37,315 | Trimmed |
| 7 | FLRN | SPDR SERIES TRUST | $3.9M | 1.59% | 126,250 | Added |
| 8 | MKL | MARKEL GROUP INC | $3.7M | 1.52% | 1,938 | Trimmed |
| 9 | GOOG | ALPHABET INC | $3.7M | 1.51% | 12,838 | Trimmed |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.50% | 26,523 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $3.6M | 1.48% | 12,583 | Added |
| 12 | VB | VANGUARD INDEX FDS | $3.3M | 1.37% | 12,750 | Added |
| 13 | META | META PLATFORMS INC | $3.1M | 1.28% | 5,458 | Added |
| 14 | SCHB | SCHWAB STRATEGIC TR | $2.9M | 1.18% | 114,815 | Added |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | $2.5M | 1.04% | 41,838 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.5M | 1.02% | 6,766 | Added |
| 17 | TXN | TEXAS INSTRS INC | $2.5M | 1.02% | 12,887 | Trimmed |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $2.4M | 1.00% | 41,615 | Trimmed |
| 19 | QCOM | QUALCOMM INC | $2.3M | 0.95% | 17,994 | Added |
| 20 | MDT | MEDTRONIC PLC | $2.2M | 0.90% | 25,402 | Trimmed |
| 21 | VMBS | VANGUARD SCOTTSDALE FDS | $2.2M | 0.90% | 47,122 | Added |
| 22 | PEP | PEPSICO INC | $2.2M | 0.89% | 13,948 | Trimmed |
| 23 | SCHV | SCHWAB STRATEGIC TR | $2.1M | 0.86% | 69,306 | Added |
| 24 | TROW | PRICE T ROWE GROUP INC | $2.1M | 0.84% | 22,886 | Added |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 0.83% | 42,106 | Added |
Source: SEC Form 13F filings · as of 2026-03-31