Long-term investor

Green Ridge Wealth Planning LLC @greenridgewealthplanning

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002117069).

Record

  • Tracked since 2025-12-31 (249 days), 42 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.9% · 6 months n/a · 1 year n/a · all +9.0%
  • Max drawdown n/a · win rate 8% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 11.8% · long · since 2025-12-31
  • 921943858 · 8.1% · long · since 2025-12-31
  • 46138E339 · 7.5% · long · since 2025-12-31
  • 46137V233 · 5.9% · long · since 2025-12-31
  • 464287572 · 5.3% · long · since 2025-12-31
  • 46435G326 · 5.0% · long · since 2025-12-31
  • 746729300 · 4.4% · long · since 2026-03-31
  • AAPL · 3.9% · long · since 2025-12-31
  • 46432F339 · 3.3% · long · since 2025-12-31
  • GOOGL · 3.0% · long · since 2025-12-31
  • AMD · 2.5% · long · since 2025-12-31
  • AMZN · 2.5% · long · since 2025-12-31

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