Ridgewood Investments LLC
CIK: 1703556SEC EDGAR →
Portfolio Value
$113.4B
Holdings
217
As of
Q3 2026
New Positions
217
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 149,034 | $4.6B | 4.05% |
| 2 | VANGUARD INDEX FDS | 52,442 | $4.1B | 3.63% |
| 3 | SCHWAB STRATEGIC TR | 116,090 | $3.4B | 3.00% |
| 4 | VANGUARD BD INDEX FDS | 47,653 | $3.3B | 2.95% |
| 5 | VANGUARD BD INDEX FDS | 42,395 | $3.2B | 2.86% |
| 6 | VANGUARD BD INDEX FDS | 44,391 | $3.2B | 2.85% |
| 7 | VANGUARD CHARLOTTE FDS | 54,578 | $2.6B | 2.26% |
| 8 | MEDTRONIC PLC | 29,271 | $2.5B | 2.23% |
| 9 | SCHWAB STRATEGIC TR | 99,933 | $2.5B | 2.21% |
| 10 | SCHWAB STRATEGIC TR | 67,331 | $2.2B | 1.98% |
Quarterly Changes
New Positions (22)
$3.3B · 48K shares
$2.5B · 100K shares
$1.6B · 50K shares
$584.5M · 12K shares
$576.3M · 6K shares
$478.1M · 26K shares
$473.7M · 9K shares
$395.1M · 5K shares
$392.1M · 5K shares
$346.3M · 4K shares
$296.7M · 5K shares
$277.0M · 23K shares
$270.7M · 3K shares
$1.0M · 4K shares
$612K · 3K shares
$346K · 3K shares
$338K · 3K shares
$280K · 637 shares
$276K · 912 shares
$258K · 966 shares
$213K · 234 shares
$206K · 638 shares
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $59.6B | 52.6% |
| Industrials | 20 | $11.1B | 9.8% |
| Healthcare | 19 | $10.4B | 9.2% |
| Consumer Defensive | 13 | $8.4B | 7.4% |
| Consumer Cyclical | 13 | $5.7B | 5.0% |
| Unknown | 13 | $4.8B | 4.2% |
| Basic Materials | 8 | $4.2B | 3.7% |
| Technology | 29 | $4.2B | 3.7% |
| Energy | 8 | $2.1B | 1.9% |
| Utilities | 3 | $1.7B | 1.5% |
| Communication Services | 7 | $774.7M | 0.7% |
| Real Estate | 3 | $479.0M | 0.4% |