Ridgewood Investments LLC 13F Holdings · Q3 2026
Ridgewood Investments LLC reported 217 securities worth $271.34M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: BRKB (9.88%), GOOGL (3.25%), SGOV (1.90%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $26.8M | 9.88% | 53,852 | Added |
| 2 | GOOGL | ALPHABET INC | $8.8M | 3.25% | 25,638 | Added |
| 3 | SGOV | ISHARES TR | $5.2M | 1.90% | 51,189 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $5.1M | 1.87% | 7,245 | Added |
| 5 | FLRN | SPDR SERIES TRUST | $4.6M | 1.69% | 149,034 | Added |
| 6 | VO | VANGUARD INDEX FDS | $4.1M | 1.52% | 52,442 | Added |
| 7 | GOOG | ALPHABET INC | $4.0M | 1.49% | 11,882 | Trimmed |
| 8 | SHV | ISHARES TR | $4.0M | 1.48% | 36,306 | Trimmed |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.48% | 25,473 | Trimmed |
| 10 | META | META PLATFORMS INC | $3.9M | 1.44% | 5,384 | Trimmed |
| 11 | VB | VANGUARD INDEX FDS | $3.8M | 1.41% | 13,425 | Added |
| 12 | MSFT | MICROSOFT CORP | $3.8M | 1.40% | 7,427 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $3.5M | 1.30% | 15,464 | Added |
| 14 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 1.25% | 116,090 | Trimmed |
| 15 | BND | VANGUARD BD INDEX FDS | $3.3M | 1.23% | 47,653 | Added |
| 16 | MKL | MARKEL GROUP INC | $3.3M | 1.22% | 1,936 | Added |
| 17 | BIV | VANGUARD BD INDEX FDS | $3.2M | 1.19% | 44,391 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $3.2M | 1.19% | 42,395 | Trimmed |
| 19 | QCOM | QUALCOMM INC | $3.0M | 1.12% | 16,462 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 0.94% | 54,578 | Added |
| 21 | MDT | MEDTRONIC PLC | $2.5M | 0.93% | 29,271 | Hold |
| 22 | SCHP | SCHWAB STRATEGIC TR | $2.5M | 0.93% | 99,933 | Added |
| 23 | QQQ | INVESCO QQQ TR | $2.4M | 0.89% | 3,265 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $2.4M | 0.87% | 9,483 | Added |
| 25 | TXN | TEXAS INSTRS INC | $2.4M | 0.87% | 8,417 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR