Green Ridge Wealth Planning LLC - Portfolio overview

Green Ridge Wealth Planning LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 11.21%
2. VEA - VANGUARD TAX-MANAGED FDS, 8.35%
3. XLG - INVESCO EXCHANGE TRADED FD T, 6.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.