Universe · entity
Ridgewood Investments LLC
Institutional manager (13F) · CIK 1703556
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $147M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $23M | 48,100 |
| 2 | ALPHABET INC | $8M | 26,669 |
| 3 | ISHARES TR | $6M | 62,767 |
| 4 | VANGUARD BD INDEX FDS | $5M | 69,547 |
| 5 | ISHARES TR | $4M | 37,315 |
| 6 | VANGUARD INDEX FDS | $4M | 6,868 |
| 7 | SPDR SERIES TRUST | $4M | 126,250 |
| 8 | MARKEL GROUP INC | $4M | 1,938 |
| 9 | ALPHABET INC | $4M | 12,838 |
| 10 | VANGUARD INTL EQUITY INDEX F | $4M | 26,523 |
| 11 | VANGUARD INDEX FDS | $4M | 12,583 |
| 12 | VANGUARD INDEX FDS | $3M | 12,750 |
| 13 | META PLATFORMS INC | $3M | 5,458 |
| 14 | SCHWAB STRATEGIC TR | $3M | 114,815 |
| 15 | BRISTOL-MYERS SQUIBB CO | $3M | 41,838 |
| 16 | MICROSOFT CORP | $3M | 6,766 |
| 17 | TEXAS INSTRS INC | $3M | 12,887 |
| 18 | VANGUARD SCOTTSDALE FDS | $2M | 41,615 |
| 19 | QUALCOMM INC | $2M | 17,994 |
| 20 | VANGUARD SCOTTSDALE FDS | $2M | 47,122 |
| 21 | MEDTRONIC PLC | $2M | 25,402 |
| 22 | PEPSICO INC | $2M | 13,948 |
| 23 | SCHWAB STRATEGIC TR | $2M | 69,306 |
| 24 | PRICE T ROWE GROUP INC | $2M | 22,886 |
| 25 | MICROCHIP TECHNOLOGY INC. | $2M | 31,315 |
| 26 | VANGUARD CHARLOTTE FDS | $2M | 42,106 |
| 27 | AMAZON COM INC | $2M | 9,637 |
| 28 | VANGUARD SCOTTSDALE FDS | $2M | 20,833 |
| 29 | ISHARES TR | $2M | 37,036 |
| 30 | VANGUARD SPECIALIZED FUNDS | $2M | 8,965 |
| 31 | INVESCO QQQ TR | $2M | 3,314 |
| 32 | TAIWAN SEMICONDUCTOR MFG LTD | $2M | 5,636 |
| 33 | UNITED THERAPEUTICS CORP DEL | $2M | 3,200 |
| 34 | HENRY SCHEIN INC | $2M | 25,063 |
| 35 | ORACLE CORP | $2M | 11,978 |
| 36 | CLOROX CO DEL | $2M | 16,676 |
| 37 | VANGUARD INTL EQUITY INDEX F | $2M | 22,353 |
| 38 | OLD REP INTL CORP | $2M | 41,693 |
| 39 | VANGUARD BD INDEX FDS | $2M | 21,314 |
| 40 | TARGET CORP | $2M | 13,486 |
| 41 | HCI GROUP INC | $2M | 10,552 |
| 42 | NVIDIA CORPORATION | $2M | 9,310 |
| 43 | INVESCO EXCH TRADED FD TR II | $2M | 22,107 |
| 44 | CNH INDL N V | $2M | 144,736 |
| 45 | SPDR INDEX SHS FDS | $2M | 34,524 |
| 46 | ARCHER DANIELS MIDLAND CO | $2M | 21,679 |
| 47 | UNITED PARCEL SERVICE INC | $2M | 15,807 |
| 48 | JD.COM INC | $2M | 52,389 |
| 49 | AXOS FINANCIAL INC | $2M | 18,051 |
| 50 | ISHARES TR | $1M | 14,190 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.