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Wendy Elizabeth Deer

Green Ridge Wealth Planning Llc

Assets Managed
$237.754M
Holdings
93
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
25.13%(2Q avg: 11.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Green Ridge Wealth Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Green Ridge Wealth Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 237.754M in assets, with a quarterly growth rate of 25.13% and a 2-quarter average growth rate of 11.15%. The portfolio is managed by Wendy Elizabeth Deer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.3%
11.81%
$28.062M
38,107 shares@ $736.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 9.88%
8.15%
$19.375M
271,931 shares@ $71.26 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 4.92%
7.48%
$17.774M
110,026 shares@ $161.54 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 2.94%
5.9%
$14.004M
228,719 shares@ $61.23 avg price
IOO
Ishares Global 100 Etf
Recent Activity
Increased 10.18%
5.35%
$12.714M
93,076 shares@ $136.61 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 10.31%
5.05%
$12.005M
134,874 shares@ $89.02 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 16.36%
4.43%
$10.521M
206,505 shares@ $50.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.41%
3.91%
$9.285M
32,089 shares@ $289.37 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -14.35%
3.28%
$7.791M
35,505 shares@ $219.43 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.05%
3.04%
$7.207M
20,167 shares@ $357.38 avg price

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