# EDGAR Filing Document

**Accession Number:** 0002117069
**File Stem:** 0002085853-26-000297
**Filing Date:** 2026-3
**Character Count:** 12275
**Document Hash:** 0ce22847315f95bf1d08306939e2eb22
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000297.hdr.sgml**: 20260311

**ACCESSION NUMBER**: 0002085853-26-000297

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260311

**DATE AS OF CHANGE**: 20260311

**EFFECTIVENESS DATE**: 20260311

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Green Ridge Wealth Planning LLC
- **CENTRAL INDEX KEY:** 0002117069

**ORGANIZATION NAME:**
- **EIN:** 811222904
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26759
- **FILM NUMBER:** 26741875

**BUSINESS ADDRESS:**
- **STREET 1:** 150 RIVER ROAD
- **STREET 2:** E3
- **CITY:** MONTVILLE
- **STATE:** NJ
- **ZIP:** 07045
- **BUSINESS PHONE:** (997) 554-1770

**MAIL ADDRESS:**
- **STREET 1:** 150 RIVER ROAD
- **STREET 2:** E3
- **CITY:** MONTVILLE
- **STATE:** NJ
- **ZIP:** 07045

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Green Ridge Wealth Planning LLC<br>**Address:** 150 RIVER ROAD<br>E3<br>MONTVILLE, NJ 07045

**Form 13F File Number:** 028-26759

**CRD Number (if applicable):** 000304236

**SEC File Number (if applicable):** 801-121386

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Wendy Elizabeth Deer<br>**Title:** Chief Compliance Officer<br>**Phone:** 973-554-1770

**Signature, Place, and Date of Signing:**

/s/ Wendy Elizabeth Deer  Montville, NJ  03-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $195556859

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 433674 | 1898 | SH |  | SOLE |  | 1898 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 402838 | 1151 | SH |  | SOLE |  | 1151 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2278234 | 10638 | SH |  | SOLE |  | 10638 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 263840 | 1944 | SH |  | SOLE |  | 1944 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2197541 | 7003 | SH |  | SOLE |  | 7003 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6482595 | 20711 | SH |  | SOLE |  | 20711 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 5731491 | 24831 | SH |  | SOLE |  | 24831 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 456148 | 1233 | SH |  | SOLE |  | 1233 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 9221675 | 33921 | SH |  | SOLE |  | 33921 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 278879 | 1084 | SH |  | SOLE |  | 1084 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 563471 | 1121 | SH |  | SOLE |  | 1121 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 279359 | 261 | SH |  | SOLE |  | 261 | 0 | 0 |
| BLACKROCK MUNIHLDGS NJ QLTY | COM | 09254X101 |  | 132661 | 11148 | SH |  | SOLE |  | 11148 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 706044 | 2040 | SH |  | SOLE |  | 2040 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 430189 | 1775 | SH |  | SOLE |  | 1775 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 512481 | 6653 | SH |  | SOLE |  | 6653 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 180180 | 12375 | SH |  | SOLE |  | 12375 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 438069 | 508 | SH |  | SOLE |  | 508 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 522199 | 1114 | SH |  | SOLE |  | 1114 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 254061 | 2233 | SH |  | SOLE |  | 2233 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 925299 | 861 | SH |  | SOLE |  | 861 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 223578 | 774 | SH |  | SOLE |  | 774 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 233540 | 894 | SH |  | SOLE |  | 894 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 4339328 | 60732 | SH |  | SOLE |  | 60732 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 230956 | 858 | SH |  | SOLE |  | 858 | 0 | 0 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 3603228 | 70846 | SH |  | SOLE |  | 70846 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 180605 | 10221 | SH |  | SOLE |  | 10221 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 487590 | 1417 | SH |  | SOLE |  | 1417 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 403272 | 1361 | SH |  | SOLE |  | 1361 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | 46090A721 |  | 2652951 | 103834 | SH |  | SOLE |  | 103834 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 13579809 | 113810 | SH |  | SOLE |  | 113810 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 7995077 | 106530 | SH |  | SOLE |  | 106530 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 12782198 | 215624 | SH |  | SOLE |  | 215624 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 4556097 | 29088 | SH |  | SOLE |  | 29088 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 22446660 | 36540 | SH |  | SOLE |  | 36540 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1210368 | 24378 | SH |  | SOLE |  | 24378 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1455459 | 17931 | SH |  | SOLE |  | 17931 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 991204 | 1447 | SH |  | SOLE |  | 1447 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 223963 | 1817 | SH |  | SOLE |  | 1817 | 0 | 0 |
| ISHARES TR | CORE DIVID ETF | 46435U861 |  | 260435 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 |  | 1549749 | 40474 | SH |  | SOLE |  | 40474 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 899513 | 9367 | SH |  | SOLE |  | 9367 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 295348 | 1750 | SH |  | SOLE |  | 1750 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 223989 | 1587 | SH |  | SOLE |  | 1587 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 8466392 | 42626 | SH |  | SOLE |  | 42626 | 0 | 0 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 9645413 | 76146 | SH |  | SOLE |  | 76146 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 290441 | 2554 | SH |  | SOLE |  | 2554 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 267300 | 4050 | SH |  | SOLE |  | 4050 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 9683234 | 117401 | SH |  | SOLE |  | 117401 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 254162 | 537 | SH |  | SOLE |  | 537 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 565744 | 2734 | SH |  | SOLE |  | 2734 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1449023 | 4497 | SH |  | SOLE |  | 4497 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 333576 | 584 | SH |  | SOLE |  | 584 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 579456 | 5505 | SH |  | SOLE |  | 5505 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1988103 | 3012 | SH |  | SOLE |  | 3012 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5017139 | 10374 | SH |  | SOLE |  | 10374 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 698512 | 7450 | SH |  | SOLE |  | 7450 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 229440 | 2858 | SH |  | SOLE |  | 2858 | 0 | 0 |
| NUVEEN NEW JERSEY QULT MUN F | COM | 67069Y102 |  | 164320 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4369581 | 23429 | SH |  | SOLE |  | 23429 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 750404 | 3850 | SH |  | SOLE |  | 3850 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 344638 | 1871 | SH |  | SOLE |  | 1871 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 250338 | 1940 | SH |  | SOLE |  | 1940 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 228175 | 1002 | SH |  | SOLE |  | 1002 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 223636 | 2785 | SH |  | SOLE |  | 2785 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 441993 | 2584 | SH |  | SOLE |  | 2584 | 0 | 0 |
| READY CAPITAL CORP | COM | 75574U101 |  | 32293 | 14813 | SH |  | SOLE |  | 14813 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 868913 | 3280 | SH |  | SOLE |  | 3280 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 416937 | 2896 | SH |  | SOLE |  | 2896 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 4465642 | 37934 | SH |  | SOLE |  | 37934 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 225955 | 1475 | SH |  | SOLE |  | 1475 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2485083 | 3644 | SH |  | SOLE |  | 3644 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 349387 | 4355 | SH |  | SOLE |  | 4355 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 259030 | 3076 | SH |  | SOLE |  | 3076 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2103790 | 4678 | SH |  | SOLE |  | 4678 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1448571 | 14604 | SH |  | SOLE |  | 14604 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 487033 | 1453 | SH |  | SOLE |  | 1453 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 302208 | 960 | SH |  | SOLE |  | 960 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2127084 | 3392 | SH |  | SOLE |  | 3392 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2360172 | 43902 | SH |  | SOLE |  | 43902 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 745698 | 6125 | SH |  | SOLE |  | 6125 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 15031406 | 240618 | SH |  | SOLE |  | 240618 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 650863 | 4535 | SH |  | SOLE |  | 4535 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 274741 | 783 | SH |  | SOLE |  | 783 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 500950 | 4496 | SH |  | SOLE |  | 4496 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 427336 | 1945 | SH |  | SOLE |  | 1945 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 236902 | 1103 | SH |  | SOLE |  | 1103 | 0 | 0 |

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