Green Ridge Wealth Planning LLC has filed its Form 13F-HR report with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026.
The filing lists 88 total holdings, managed by Chief Compliance Officer Wendy Elizabeth Deer. The portfolio includes a mix of individual equities and exchange-traded funds (ETFs).
Major positions in the portfolio include Apple Inc., with 30,252 shares; Microsoft Corporation, with 11,038 shares; and Amazon.com Inc., with 22,417 shares. Other notable individual stock holdings include Alphabet Inc. Class A and Class C shares, Visa Inc. Class A, and Eli Lilly & Co.
The report also indicates significant exposure to the technology sector through various ETFs. Top holdings include the Invesco Exchange Traded Fund T S&P 500 Top 50, with 220,635 shares, and the Invesco Exchange Traded Fund T S&P 500 Momentum, with 118,636 shares. The firm also holds substantial positions in the Vanguard Total Stock Market ETF (136,545 shares) and the Vanguard International Equity Index Fund (145,148 shares).
Among the specific stock positions, NVIDIA Corporation appears twice: once with 200 shares held as a put option and once with 23,096 shares held outright.
