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 (282 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +1.5% · 1 year n/a · all +1.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 11.7% · long · since 2025-12-31
- 921943858 · 8.1% · long · since 2025-12-31
- 46138E339 · 7.2% · long · since 2025-12-31
- 464287572 · 6.3% · long · since 2025-12-31
- 46137V233 · 5.6% · long · since 2025-12-31
- 746729300 · 5.5% · long · since 2026-03-31
- 46435G326 · 5.2% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- 46432F339 · 3.1% · long · since 2025-12-31
- 464287523 · 2.7% · long · since 2026-03-31
- GOOGL · 2.5% · long · since 2025-12-31
- AMD · 2.4% · long · since 2025-12-31