Ridgewood Investments LLC ETF holdings
Springfield, NJ
Reported $86.8M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$86.8M
ETFs held
54
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
32.5%
of $267.2M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $5.9M | 59,037 | −3,730 shares |
| VOO | Vanguard S&P 500 ETF | $4.8M | 6,984 | +116 shares |
| BSV | Vanguard Short-Term Bond ETF | $4.6M | 59,535 | −10,012 shares |
| FLRN | State Street SPDR Bloomberg Investment Grade Floating Rate ETF | $4.3M | 138,864 | +12,614 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $4.2M | 51,848 | +39,265 shares |
| VT | Vanguard Total World Stock ETF | $4.1M | 26,088 | −435 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $4.0M | 36,318 | −997 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $4.0M | 13,121 | +371 shares |
| SCHB | Schwab U.S. Broad Market ETF | $3.4M | 116,689 | +1,874 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $2.5M | 71,569 | +2,263 shares |
44 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) 0001703556. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ridgewood Investments LLC own?
Ridgewood Investments LLC reported 54 ETF positions worth $86.8M in its Form 13F for June 30, 2026. The largest was SGOV, at $5.9M.
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.