Portfolio (Quarterly) Guide ↗

Green Ridge Wealth Planning LLC

· CIK 0002117069

13F Portfolio $238M AUM 94 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 19 Added 32 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FXI	ISHARES TR	—	21,286	$764K	0.40%	SOLD
2	DIVB	ISHARES TR	—	4,000	$216K	0.11%	SOLD
3	ADBE	ADOBE INC	Technology	835	$203K	0.11%	SOLD
4	—	NUVEEN NEW JERSEY	—	11,500	$141K	0.07%	SOLD

Sector Allocation

Financial Services 38.7%

Technology 33.0%

Communication Services 10.5%

Consumer Cyclical 9.7%

Healthcare 3.2%

Industrials 2.7%

Consumer Defensive 1.0%

Utilities 0.8%

Energy 0.5%