Green Ridge Wealth Planning LLC has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists the firm's Chief Compliance Officer, Wendy Elizabeth Deer, as the authorized signatory. The report was submitted on October 8, 2026.
The portfolio includes a mix of large-cap technology stocks, exchange-traded funds, and other major corporations. Significant holdings include Apple Inc., with 30,252 shares; Microsoft Corporation, with 11,038 shares; and Amazon.com Inc., with 22,417 shares. The firm also holds positions in Alphabet Inc. Class A and Class C shares, totaling 25,353 shares combined.
Green Ridge Wealth Planning lists a total of 88 distinct securities in the filing. The portfolio is heavily weighted toward exchange-traded funds, with significant positions in the Invesco S&P 500 Momentum ETF, the Invesco S&P 500 Top 50 ETF, and the Invesco Exchange Traded Fund T S&P500 EQL TEC. Other notable ETF holdings include the iShares Core MSCI USA Quality Factor ETF and the Vanguard Index Funds Morningstar Large Cap ETF.
Among individual equities, the firm holds shares of Eli Lilly & Co., Visa Inc., and Johnson & Johnson. The filing also notes a short position in NVIDIA Corporation, consisting of 200 shares. The total number of shares listed across all holdings is 249,232,954.
