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DOSSIER · 13F-HR · Q2 2026

Green Ridge Wealth Planning LLC

$238M in tracked AUM across 94 positions as of Q2 2026.

GR
CIK 0002117069 · last filed Jun 30, 2026
Total AUM
$238M
as of Q2 2026
Holdings
94
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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