Ridgewood Investments LLC
CIK 1703556 · Holdings on Jun 30, 2025 · First reported Jul 14, 2025
Top ten holdings
Q2 2025- BRK.B10.28%
- SHV2.32%
- GOOGL2.26%
- VOO1.77%
- MKL1.70%
- VT1.57%
- BSV1.52%
- MSFT1.37%
- VO1.36%
- SGOV1.35%
Share classes counted separately25.50%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -1.88 pp12.16% → 10.28%Shares -57 (-0.12%)
- SHVWeight decreased · -0.49 pp2.81% → 2.32%Shares -5.91K (-10.85%)
- METAWeight increased · +0.41 pp0.84% → 1.25%Shares +782 (+24.98%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $23.73M | 10.28% | 48.86K shares | 12.16% → 10.28%-1.88 pp -57 (-0.12%) | Reduced | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $5.36M | 2.32% | 48.57K shares | 2.81% → 2.32%-0.49 pp -5.91K (-10.85%) | Reduced | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.21M | 2.26% | 29.58K shares | 1.90% → 2.26%+0.36 pp +3.19K (+12.09%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.08M | 1.77% | 7.19K shares | 1.69% → 1.77%+0.08 pp +135 (+1.91%) | Added | ↗▾ |
| 05 | MKLMARKEL GROUP INC View history and evidence | $3.92M | 1.70% | 1.96K shares | 1.71% → 1.70%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.62M | 1.57% | 28.17K shares | 1.58% → 1.57%-0.01 pp -965 (-3.31%) | Reduced | ↗▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $3.51M | 1.52% | 44.58K shares | 1.49% → 1.52%+0.03 pp +3.75K (+9.18%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $3.17M | 1.37% | 6.37K shares | 1.09% → 1.37%+0.28 pp +144 (+2.31%) | Added | ↗▾ |
| 09 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $3.13M | 1.36% | 11.19K shares | 1.25% → 1.36%+0.11 pp +846 (+8.18%) | Added | ↗▾ |
| 10 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $3.11M | 1.35% | 30.93K shares | 1.29% → 1.35%+0.06 pp +3.47K (+12.62%) | Added | ↗▾ |
Options overlay 46
$509.40K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
CSCOCISCO SYSTEMS INC View history and evidence | Call | 2.00K | $31.10K | +2.00K | ▾ |
STMSTMICROELECTRONICS NV-NY SHSNY REGISTRY View history and evidence | Call | 4.20K | $28.02K | +4.20K | ▾ |
BTIBRITISH AMERICAN TOB-SP ADRSPONSORED ADR View history and evidence | Call | 2.20K | $26.94K | +2.20K | ▾ |
3 / 46 options · preview only
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MCHI ISHARES MSCI CHINA ETF | Non-derivative | -13,450 | -$731.68K | SEC filing ↗ | SEC filing ↗ |
| GANGB GAN LTD | Non-derivative | -82,430 | -$145.90K | SEC filing ↗ | SEC filing ↗ |
| SMG SCOTTS MIRACLE-GRO CO | Non-derivative | -2,500 | -$137.22K | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1703556 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 231494271
}Research all 728 reported holdings.
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