Ridgewood Investments LLC

CIK 0001703556 · SPRINGFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Ridgewood Investments LLC reported 208 positions worth $267.2M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: BRK-B (8.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$267.2M
2026 Q2
Positions
208
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.8%
Est. Net Flow (Q)
2026 Q2
10 / 208 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$23.4M8.74%46,686
2GOOGLALPHABET INCSH$9.2M3.43%25,632
3SGOVISHARES TRSH$5.9M2.22%59,037
4VOOVANGUARD INDEX FDSSH$4.8M1.80%6,984
5BSVVANGUARD BD INDEX FDSSH$4.6M1.74%59,535
6GOOGALPHABET INCSH$4.4M1.65%12,464
7FLRNSPDR SERIES TRUSTSH$4.3M1.60%138,864
8VOVANGUARD INDEX FDSSH$4.2M1.56%51,848
9VTVANGUARD INTL EQUITY INDEX FSH$4.1M1.53%26,088
10SHVISHARES TRSH$4.0M1.50%36,318

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ridgewood Investments LLC hold as of Q2 2026?

Ridgewood Investments LLC reported 208 positions worth $267.2M in its Q2 2026 13F filing. Largest positions: BRK-B (8.7%), GOOGL (3.4%), SGOV (2.2%), VOO (1.8%) and BSV (1.7%).

What did Ridgewood Investments LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ridgewood Investments LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.