Ridgewood Investments
Ridgewood Investments reported 217 stocks worth $271M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are BRK.B (9.9%), GOOGL (3.3%) and SGOV (1.9%). Compared with Q2 2026, the fund opened new positions in MCD, added to BRK.B, VOO and FLRN, trimmed SGOV, GOOG and VT and sold out of CB, SE and KBH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $26.8M | 9.9% | 54K | +7,166 (+15%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $8.8M | 3.3% | 26K | No change | 8 of 8 | |
| 3 |  SGOV Ishares TR | $5.2M | 1.9% | 51K | −7,848 (−13%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $5.1M | 1.9% | 7,245 | +261 (+4%) | 8 of 8 | |
| 5 |  FLRN Spdr Series Trust | $4.6M | 1.7% | 149K | +10K (+7%) | 8 of 8 | |
| 6 |  VO Vanguard Index Fds | $4.1M | 1.5% | 52K | +594 (+1%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $4M | 1.5% | 12K | −582 (−5%) | 8 of 8 | |
| 8 |  VT Vanguard Total World | $4M | 1.5% | 25K | −615 (−2%) | 8 of 8 | |
| 9 |  SHV Ishares TR | $4M | 1.5% | 36K | No change | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $3.9M | 1.4% | 5,384 | −369 (−6%) | 8 of 8 |
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
Reported value
last 8 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 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ridgewood Investments 13F FAQ
What does Ridgewood Investments own?
Ridgewood Investments reported 217 stocks worth $271M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are BRK.B (9.9%), GOOGL (3.3%) and SGOV (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Ridgewood Investments buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 62 added to, 87 trimmed and 4 sold out. New positions include MCD. It sold all of CB, SE and KBH.
When will Ridgewood Investments 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 Ridgewood Investments's portfolio worth?
The Q3 2026 filing reports $271M 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.