13F Filings History of Green Ridge Wealth Planning LLC

Latest 13F report
Q4 2025 - 11 Mar 2026
Value $
$195,556,859
Signature - Title
Wendy Elizabeth Deer - Chief Compliance Officer
Location
Montville, NJ
Summary
This page shows a list of all the recent 13F filings made by Green Ridge Wealth Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Green Ridge Wealth Planning LLC reported 87 stock holdings with total value $195,556,859 as of Q4 2025. Top holdings included QQQ, VEA, SPMO, XLG, and IDEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $195,556,859 $0 $0 $0 QQQ, VEA, SPMO, XLG, IDEV 13F-HR 11 Mar 2026, 10:10