Green Ridge Wealth Planning LLC reported 47 positions worth $64.50M for the quarter ended Sep 30, 2026, up 2.0% on the prior quarter. It opened 3 new positions, added to 10, trimmed 30 and exited 6. Its largest holding is Apple Inc. at 15.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADP Automatic Data Processing Inc | +1,711 | +168.7% | $441.57K | 1.09% |
| MU Micron Technology Inc | +375 | – | $399.42K | 0.619% |
| PLTR Palantir Technologies Inc. | +1,466 | – | $274.22K | 0.425% |
| MRVL Marvell Technology, Inc. | +875 | – | $231.18K | 0.358% |
| ASML Asml Holding Nv | +89 | +84.0% | $161.24K | 0.548% |
| AVGO Broadcom Inc. | +393 | +19.2% | $138.02K | 1.33% |
| V Visa Inc. | +268 | +34.4% | $96.30K | 0.583% |
| NEE Nextera Energy Inc | +1,250 | +43.4% | $94.67K | 0.485% |
| META Meta Platforms, Inc. | +60 | +1.8% | $43.52K | 3.84% |
| ABBV AbbVie Inc. | +85 | +4.5% | $22.24K | 0.804% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,837 | -5.7% | $611.75K | 15.62% |
| AMZN Amazon Com Inc | -2,374 | -9.6% | $591.47K | 8.66% |
| GOOGL Alphabet Inc. | -1,717 | -8.5% | $590.78K | 9.84% |
| ABNB Airbnb, Inc. | -1,927 | -100.0% | $275.75K | Exited |
| TSLA Tesla, Inc. | -700 | -15.1% | $248.37K | 2.17% |
| APP AppLovin Corp | -468 | -100.0% | $241.13K | Exited |
| LRCX Lam Research Corp | -551 | -100.0% | $238.77K | Exited |
| NVDA Nvidia Corp | -1,035 | -4.3% | $236.37K | 8.18% |
| ED Consolidated Edison Inc | -1,882 | -100.0% | $208.21K | Exited |
| FSLR First Solar, Inc. | -850 | -100.0% | $200.57K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ABNB Airbnb, Inc. | -1,927 | $275.75K | 0.436% |
| APP AppLovin Corp | -468 | $241.13K | 0.381% |
| LRCX Lam Research Corp | -551 | $238.77K | 0.378% |
| ED Consolidated Edison Inc | -1,882 | $208.21K | 0.329% |
| FSLR First Solar, Inc. | -850 | $200.57K | 0.317% |
| CORZ Core Scientific, Inc. | -7,825 | $200.24K | 0.317% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 30.3K | $10.07M | 15.62% | -1,837 | -5.7% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 18.5K | $6.35M | 9.84% | -1,717 | -8.5% | Reduced | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 9,970 | $6.10M | 9.46% | -270 | -2.6% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 11.0K | $5.66M | 8.78% | -75 | -0.7% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 22.4K | $5.59M | 8.66% | -2,374 | -9.6% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 23.1K | $5.27M | 8.18% | -1,035 | -4.3% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 3,419 | $2.48M | 3.84% | +60 | +1.8% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 6,903 | $2.35M | 3.65% | -96 | -1.4% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 4,462 | $1.48M | 2.29% | -287 | -6.0% | Reduced | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 3,943 | $1.40M | 2.17% | -700 | -15.1% | Reduced | 0% |
| 11 | UPS United Parcel Service Inc | Industrials | 14.3K | $1.34M | 2.07% | 0 | 0.0% | Unchanged | 0% |
| 12 | CRWD CrowdStrike Holdings, Inc. | Technology | 4,404 | $1.17M | 1.81% | -56 | -1.3% | Reduced | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 789 | $912.94K | 1.42% | -107 | -11.9% | Reduced | 0% |
| 14 | IAU Ishares Gold Trust | Others | 11.6K | $904.40K | 1.4% | +50 | +0.4% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 2,443 | $857.96K | 1.33% | +393 | +19.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Green Ridge Wealth Planning.
As of its Q3 2026 13F filing, Green Ridge Wealth Planning LLC’s five largest positions were Apple Inc. (AAPL) at 15.6%, Alphabet Inc. (GOOGL) at 9.8%, Advanced Micro Devices Inc (AMD) at 9.5%, Microsoft Corp (MSFT) at 8.8%, Amazon Com Inc (AMZN) at 8.7% of the reported portfolio.
Green Ridge Wealth Planning LLC reported a 13F portfolio worth $64.50M across 47 positions for Q3 2026. That is up 2.0% from the previous quarter.
Its largest purchases by value were Automatic Data Processing Inc ($441.57K), Micron Technology Inc ($399.42K), Palantir Technologies Inc. ($274.22K). It opened 3 new positions.
Its largest sales by value were Apple Inc. ($611.75K), Amazon Com Inc ($591.47K), Alphabet Inc. ($590.78K). It exited 6 positions entirely.
From the Form 13F-HR reports Green Ridge Wealth Planning LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.