Green Ridge Wealth Planning LLC: 13F holdings
CIK 21170692026Q2
| Positions | 93 |
|---|---|
| Reported value | $237.8m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 38,107 | $28.1m | 11.8% |
| VEA VANGUARD TAX-MANAGED FDS | 271,931 | $19.4m | 8.1% |
| SPMO INVESCO EXCH TRADED FD TR II | 110,026 | $17.8m | 7.5% |
| XLG INVESCO EXCHANGE TRADED FD T | 228,719 | $14.0m | 5.9% |
| IOO ISHARES TR | 93,076 | $12.7m | 5.3% |
| VGK ISHARES TR | 134,874 | $12.0m | 5.0% |
| PVAL PUTNAM ETF TRUST | 206,505 | $10.5m | 4.4% |
| AAPL APPLE INC | 32,089 | $9.3m | 3.9% |
| QUAL ISHARES TR | 35,505 | $7.8m | 3.3% |
| GOOGL ALPHABET INC | 20,167 | $7.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2117069")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.