Green Ridge Wealth Planning LLC ETF holdings
Montville, NJ
Reported $175.1M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$175.1M
ETFs held
42
Change from prior quarter
+27.3%
With price moves
ETFs as a share of its 13F
73.6%
of $237.7M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $28.1M | 38,107 | +1,214 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $19.4M | 271,931 | +24,447 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $17.8M | 110,026 | +5,157 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $14.0M | 228,719 | +6,514 shares |
| IOO | iShares Global 100 ETF | $12.7M | 93,076 | +8,598 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $12.0M | 134,874 | +12,597 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $10.5M | 206,505 | +29,022 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $7.8M | 35,505 | −5,953 shares |
| SOXX | iShares Semiconductor ETF | $5.8M | 9,028 | −4,065 shares |
| AIQ | Global X Artificial Intelligence & Technology ETF | $4.6M | 70,113 | −4,836 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002117069. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Green Ridge Wealth Planning LLC own?
Green Ridge Wealth Planning LLC reported 42 ETF positions worth $175.1M in its Form 13F for June 30, 2026. The largest was QQQ, at $28.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.