Green Ridge Wealth Planning
Green Ridge Wealth Planning reported 87 stocks worth $249M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are QQQ (11.7%), VEA (8.1%) and SPMO (7.2%). Compared with Q2 2026, the fund opened new positions in RSPT, CIBR and MU, added to QQQ, VEA and SPMO, trimmed XLG, AAPL and QUAL and sold out of VWO, OILK and REMX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $29.1M | 11.7% | 39K | +1,242 (+3%) | 4 of 4 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $20.2M | 8.1% | 286K | +14K (+5%) | 4 of 4 | |
| 3 |  SPMO Invesco S&P | $18M | 7.2% | 119K | +8,610 (+8%) | 4 of 4 | |
| 4 |  IOO Ishares TR | $15.8M | 6.3% | 109K | +16K (+18%) | 4 of 4 | |
| 5 |  XLG Invesco Exchange Traded FD T | $14M | 5.6% | 221K | −8,084 (−4%) | 4 of 4 | |
| 6 |  PVAL Putnam ETF Trust | $13.6M | 5.5% | 259K | +53K (+25%) | 3 of 4 | |
| 7 |  IDEV Ishares TR | $13M | 5.2% | 145K | +10K (+8%) | 4 of 4 | |
| 8 |  AAPL Apple Inc | $10.1M | 4.0% | 30K | −1,837 (−6%) | 4 of 4 | |
| 9 |  QUAL Ishares TR | $7.8M | 3.1% | 35K | −375 (−1%) | 4 of 4 | |
| 10 |  SOXX Ishares Semiconductor | $6.6M | 2.7% | 12K | +2,616 (+29%) | 3 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VWO Vanguard Intl Equity Index F | $4M | 67K |
 OILK Proshares TR | $3.1M | 66K |
 REMX Vaneck Rare Earth and Strategic Metals ETF | $1.3M | 14K |
 NASA Tema ETF Trust | $429K | 14K |
 ABNB Airbnb Inc | $276K | 1,927 |
🔒 Free account: see all 11.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 NVDA Nvidia Corporation | Put | $46K | 200 | 0 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Green Ridge Wealth Planning 13F FAQ
What does Green Ridge Wealth Planning own?
Green Ridge Wealth Planning reported 87 stocks worth $249M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are QQQ (11.7%), VEA (8.1%) and SPMO (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Green Ridge Wealth Planning buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 26 added to, 38 trimmed and 11 sold out. New positions include RSPT, CIBR and MU. It sold all of VWO, OILK and REMX.
When will Green Ridge Wealth Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Green Ridge Wealth Planning's portfolio worth?
The Q3 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.