Ridgewood Investments LLC

SPRINGFIELD, NJ · CIK 1703556 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityRIDGEWOOD INVESTMENTS LLC (US)

Kindhedge funds, real estate, wealth
Others nearbySpringfield, NJ, Hermosa Beach, CA, Beverly Hills, CA, New Hope, PA
FamilyRidgewood Investments LLC · 2 related pages

$267.2m reported value +9.3% vs Q1 2026

208positions

25.8%in top 10

13 new 74 added 97 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	46,686	$23.4m8.74%	8.74%	Reduced -1.4k	-1,414 -2.9%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,632	$9.2m3.43%	3.43%	Reduced -1.0k	-1,037 -3.9%
3	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	59,037	$5.9m2.22%	2.22%	Reduced -3.7k	-3,730 -5.9%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,984	$4.8m1.80%	1.80%	Added +116	+116 1.7%
5	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	59,535	$4.6m1.74%	1.74%	Reduced -10.0k	-10,012 -14.4%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	12,464	$4.4m1.65%	1.65%	Reduced -374	-374 -2.9%
7	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	138,864	$4.3m1.60%	1.60%	Added +12.6k	+12,614 10.0%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	51,848	$4.2m1.56%	1.56%	Added +1.5k	+1,516 3.0%
9	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	26,088	$4.1m1.53%	1.53%	Reduced -435	-435 -1.6%
10	ISHARES TR SHORT TREAS BD SHV	SHV	36,318	$4.0m1.50%	1.50%	Reduced -997	-997 -2.7%
11	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,121	$4.0m1.49%	1.49%	Added +371	+371 2.9%
12	MARKEL GROUP INC COM MKL	MKL	1,919	$3.7m1.40%	1.40%	Reduced -19	-19 -1.0%
13	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	116,689	$3.4m1.26%	1.26%	Added +1.9k	+1,874 1.6%
14	META PLATFORMS INC CL A META	META	5,753	$3.2m1.21%	1.21%	Added +295	+295 5.4%
15	MICROSOFT CORP COM MSFT	MSFT	7,895	$2.9m1.10%	1.10%	Added +1.1k	+1,129 16.7%
16	NVIDIA CORPORATION COM NVDA	NVDA	14,676	$2.9m1.10%	1.10%	Added +5.4k	+5,366 57.6%
17	TEXAS INSTRS INC COM TXN	TXN	9,249	$2.8m1.03%	1.03%	Reduced -3.6k	-3,638 -28.2%
18	QUALCOMM INC COM QCOM	QCOM	13,937	$2.6m0.96%	0.96%	Reduced -4.1k	-4,057 -22.6%
19	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	71,569	$2.5m0.93%	0.93%	Added +2.3k	+2,263 3.3%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,305	$2.4m0.91%	0.91%	Reduced -9	-9 -0.3%
21	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	49,132	$2.4m0.89%	0.89%	Added +7.0k	+7,026 16.7%
22	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	39,980	$2.3m0.87%	0.87%	Reduced -1.6k	-1,635 -3.9%
23	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	39,881	$2.3m0.86%	0.86%	Reduced -2.0k	-1,957 -4.7%
24	MEDTRONIC PLC SHS MDT	MDT	29,271	$2.3m0.86%	0.86%	Added +3.9k	+3,869 15.2%
25	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	29,588	$2.3m0.85%	0.85%	Added +8.3k	+8,274 38.8%
26	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	9,538	$2.3m0.84%	0.84%	Added +573	+573 6.4%
27	PRICE T ROWE GROUP INC COM TROW	TROW	19,706	$2.2m0.84%	0.84%	Reduced -3.2k	-3,180 -13.9%
28	AMAZON COM INC COM AMZN	AMZN	9,329	$2.2m0.83%	0.83%	Reduced -308	-308 -3.2%
29	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	20,758	$2.2m0.83%	0.83%	Reduced -75	-75 -0.4%
30	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	45,203	$2.1m0.79%	0.79%	Reduced -1.9k	-1,919 -4.1%
31	OLD REP INTL CORP COM ORI	ORI	49,708	$2.0m0.76%	0.76%	Added +8.0k	+8,015 19.2%
32	HENRY SCHEIN INC COM HSIC	HSIC	23,835	$2.0m0.75%	0.75%	Reduced -1.2k	-1,228 -4.9%
33	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,152	$2.0m0.74%	0.74%	Reduced -1.5k	-1,484 -26.3%
34	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	23,651	$2.0m0.74%	0.74%	Added +1.3k	+1,298 5.8%
35	PEPSICO INC COM PEP	PEP	13,985	$1.9m0.71%	0.71%	Added +37	+37 0.3%
36	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	36,055	$1.9m0.71%	0.71%	Reduced -981	-981 -2.6%
37	HCI GROUP INC COM HCI	HCI	10,534	$1.8m0.69%	0.69%	Reduced -18	-18 -0.2%
38	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	36,516	$1.8m0.69%	0.69%	Added +2.0k	+1,992 5.8%
39	UNITED PARCEL SERVICE INC CL B UPS	UPS	16,736	$1.8m0.67%	0.67%	Added +929	+929 5.9%
40	CARRIER GLOBAL CORPORATION COM CARR	CARR	24,063	$1.8m0.66%	0.66%	Added +2.8k	+2,751 12.9%
41	KIMBERLY-CLARK CORP COM KMB	KMB	15,978	$1.8m0.66%	0.66%	Added +3.0k	+3,008 23.2%
42	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	26,007	$1.7m0.65%	0.65%	Added +8.8k	+8,838 51.5%
43	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	3,209	$1.7m0.65%	0.65%	Added +9	+9 0.3%
44	AXOS FINANCIAL INC COM AX	AX	17,836	$1.7m0.65%	0.65%	Reduced -215	-215 -1.2%
45	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	22,126	$1.7m0.62%	0.62%	Added +19	+19 0.1%
46	ARCHER DANIELS MIDLAND CO COM ADM	ADM	21,216	$1.6m0.61%	0.61%	Reduced -463	-463 -2.1%
47	ORACLE CORP COM ORCL	ORCL	11,054	$1.6m0.61%	0.61%	Reduced -924	-924 -7.7%
48	LOWES COS INC COM LOW	LOW	7,345	$1.6m0.61%	0.61%	Added +2.4k	+2,367 47.5%
49	OTIS WORLDWIDE CORP COM OTIS	OTIS	22,228	$1.6m0.60%	0.60%	Added +4.8k	+4,768 27.3%
50	PROGRESSIVE CORP COM PGR	PGR	6,798	$1.5m0.56%	0.56%	Added +1.5k	+1,524 28.9%
51	OPEN TEXT CORP COM OTEX	OTEX	66,302	$1.5m0.55%	0.55%	Added +19.5k	+19,511 41.7%
52	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	19,916	$1.5m0.55%	0.55%	New
53	JD.COM INC SPON ADS CL A JD	JD	57,165	$1.5m0.55%	0.55%	Added +4.8k	+4,776 9.1%
54	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	15,099	$1.4m0.54%	0.54%	Added +11.7k	+11,680 341.6%
55	MARSH & MCLENNAN COS INC COM MRSH	MRSH	8,488	$1.4m0.53%	0.53%	Added +1.8k	+1,847 27.8%
56	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,802	$1.4m0.53%	0.53%	Reduced -145	-145 -3.7%
57	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	31,126	$1.4m0.53%	0.53%	Reduced -16.8k	-16,802 -35.1%
58	HUMANA INC COM HUM	HUM	3,499	$1.4m0.52%	0.52%	Reduced -1.2k	-1,206 -25.6%
59	DISNEY WALT CO COM DIS	DIS	14,018	$1.3m0.50%	0.50%	Added +902	+902 6.9%
60	PRUDENTIAL FINL INC COM PRU	PRU	12,407	$1.3m0.50%	0.50%	Added +786	+786 6.8%
61	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	49,192	$1.3m0.50%	0.50%	Reduced -1.5k	-1,500 -3.0%
62	APPLIED MATLS INC COM AMAT	AMAT	1,791	$1.3m0.48%	0.48%	Reduced -1.0k	-1,025 -36.4%
63	CNH INDL N V SHS CNH	CNH	112,603	$1.3m0.47%	0.47%	Reduced -32.1k	-32,133 -22.2%
64	CDW CORP COM CDW	CDW	8,971	$1.3m0.47%	0.47%	Reduced -229	-229 -2.5%
65	TRACTOR SUPPLY CO COM TSCO	TSCO	39,781	$1.3m0.47%	0.47%	New
66	NETEASE INC SPONSORED ADS NTES	NTES	9,727	$1.2m0.47%	0.47%	Added +1.5k	+1,499 18.2%
67	PAYCHEX INC COM PAYX	PAYX	12,379	$1.2m0.46%	0.46%	Added +5.6k	+5,567 81.7%
68	3M CO COM MMM	MMM	7,512	$1.2m0.46%	0.46%	Reduced -71	-71 -0.9%
69	MERCK & CO INC COM MRK	MRK	9,440	$1.2m0.45%	0.45%	Reduced -1.3k	-1,270 -11.9%
70	FORTUNE BRANDS INNOVATIONS I COM FBIN	FBIN	21,776	$1.2m0.45%	0.45%	Added +7.5k	+7,543 53.0%
71	MOSAIC CO NEW COM MOS	MOS	56,012	$1.2m0.44%	0.44%	Added +38.1k	+38,104 212.8%
72	MSC INDL DIRECT INC CL A MSM	MSM	9,969	$1.2m0.44%	0.44%	Reduced -4.7k	-4,747 -32.3%
73	BANK OZK LITTLE ROCK ARK COM OZK	OZK	22,374	$1.2m0.44%	0.44%	Unchanged
74	UNITEDHEALTH GROUP INC COM UNH	UNH	2,799	$1.2m0.44%	0.44%	Reduced -998	-998 -26.3%
75	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	11,102	$1.1m0.43%	0.43%	Reduced -164	-164 -1.5%
76	ANALOG DEVICES INC COM ADI	ADI	2,853	$1.1m0.42%	0.42%	Reduced -175	-175 -5.8%
77	CISCO SYS INC COM CSCO	CSCO	9,495	$1.1m0.42%	0.42%	Reduced -2.3k	-2,339 -19.8%
78	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	40,717	$1.1m0.40%	0.40%	New
79	STANLEY BLACK & DECKER INC COM SWK	SWK	11,310	$1.1m0.40%	0.40%	Added +1.5k	+1,514 15.5%
80	CLOROX CO DEL COM CLX	CLX	11,106	$1.1m0.40%	0.40%	Reduced -5.6k	-5,570 -33.4%
81	SALESFORCE INC COM CRM	CRM	6,758	$1.1m0.40%	0.40%	Added +2.5k	+2,507 59.0%
82	HOME DEPOT INC COM HD	HD	3,000	$1.1m0.40%	0.40%	Added +706	+706 30.8%
83	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	11,539	$1.1m0.39%	0.39%	Reduced -19.8k	-19,776 -63.1%
84	STMICROELECTRONICS N V NY REGISTRY STM	STM	13,754	$1.0m0.39%	0.39%	Reduced -5.8k	-5,843 -29.8%
85	NOVO-NORDISK A S ADR NVO	NVO	21,368	$1.0m0.38%	0.38%	Reduced -3.3k	-3,281 -13.3%
86	SAP SE SPON ADR SAP	SAP	6,616	$1.0m0.38%	0.38%	Added +50	+50 0.8%
87	ISHARES TR MSCI USA MIN VOL USMV	USMV	10,557	$1.0m0.38%	0.38%	Reduced -117	-117 -1.1%
88	RCI HOSPITALITY HLDGS INC COM RICK	RICK	37,158	$1.0m0.38%	0.38%	Unchanged
89	MCCORMICK & CO INC COM NON VTG MKC	MKC	20,127	$1.0m0.38%	0.38%	Added +10.0k	+10,002 98.8%
90	TRICO BANCSHARES COM TCBK	TCBK	18,651	$1.0m0.38%	0.38%	Reduced -412	-412 -2.2%
91	KEURIG DR PEPPER INC COM KDP	KDP	30,529	$999.2k0.37%	0.37%	Added +6.8k	+6,780 28.6%
92	EOG RES INC COM EOG	EOG	7,621	$988.7k0.37%	0.37%	Reduced -1.1k	-1,081 -12.4%
93	GRACO INC COM GGG	GGG	12,986	$981.9k0.37%	0.37%	Reduced -635	-635 -4.7%
94	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,371	$978.9k0.37%	0.37%	Added +1.2k	+1,202 37.9%
95	CANADIAN NATL RY CO COM CNI	CNI	8,161	$973.1k0.36%	0.36%	Reduced -2.8k	-2,835 -25.8%
96	LENNAR CORP CL A LEN	LEN	10,686	$967.0k0.36%	0.36%	Added +1.5k	+1,490 16.2%
97	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	9,320	$952.2k0.36%	0.36%	Reduced -4.9k	-4,870 -34.3%
98	NEWTEKONE INC COM NEW NEWT	NEWT	62,285	$922.4k0.35%	0.35%	Reduced -200	-200 -0.3%
99	AFLAC INC COM AFL	AFL	7,778	$912.0k0.34%	0.34%	Reduced -257	-257 -3.2%
100	ISHARES TR CONV BD ETF ICVT	ICVT	7,467	$909.1k0.34%	0.34%	Reduced -4.5k	-4,545 -37.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LAM RESEARCH CORP LRCX	LRCX	2,217	$473.7k2.2k shares
ASML HOLDING N V ASML	ASML	264	$348.7k264 shares
FEDEX CORP FDX	FDX	799	$284.6k799 shares
CAVA GROUP INC CAVA	CAVA	3,232	$261.5k3.2k shares
ROBLOX CORP RBLX	RBLX	4,511	$255.1k4.5k shares
COINBASE GLOBAL INC COIN	COIN	1,440	$251.4k1.4k shares
PINTEREST INC PINS	PINS	13,135	$240.9k13.1k shares
SMITH & NEPHEW PLC SNN	SNN	7,524	$239.1k7.5k shares
ACCENTURE PLC IRELAND ACN	ACN	1,188	$235.6k1.2k shares
MUELLER INDS INC MLI	MLI	2,036	$225.6k2.0k shares
ROYALTY PHARMA PLC RPRX	RPRX	4,555	$218.5k4.6k shares
ISHARES ETHEREUM TR ETHA	ETHA	13,374	$211.7k13.4k shares
FISERV INC FISV	FISV	3,587	$200.1k3.6k shares