Ridgewood Investments LLC
CIK 1703556 · Holdings on Sep 30, 2025 · First reported Oct 30, 2025
Top ten holdings
Q3 2025- BRK.B10.42%
- GOOGL3.08%
- SGOV2.18%
- SHV2.04%
- VOO1.89%
- BSV1.82%
- VT1.61%
- MKL1.60%
- VO1.51%
- GOOG1.36%
Share classes counted separately27.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight increased · +0.83 pp1.35% → 2.18%Shares +20.42K (+66.01%)
- GOOGLWeight increased · +0.82 pp2.26% → 3.08%Shares +454 (+1.53%)
- GOOGWeight increased · +0.34 pp1.02% → 1.36%Shares +1 (+0.01%)
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 30
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 | $24.71M | 10.42% | 49.15K shares | 10.28% → 10.42%+0.14 pp +288 (+0.59%) | Added | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.30M | 3.08% | 30.03K shares | 2.26% → 3.08%+0.82 pp +454 (+1.53%) | Added | ↗▾ |
| 03 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $5.17M | 2.18% | 51.35K shares | 1.35% → 2.18%+0.83 pp +20.42K (+66.01%) | Added | ↗▾ |
| 04 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $4.84M | 2.04% | 43.78K shares | 2.32% → 2.04%-0.28 pp -4.79K (-9.87%) | Reduced | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.48M | 1.89% | 7.81K shares | 1.77% → 1.89%+0.12 pp +618 (+8.59%) | Added | ↗▾ |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $4.32M | 1.82% | 54.71K shares | 1.52% → 1.82%+0.30 pp +10.13K (+22.73%) | Added | ↗▾ |
| 07 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.82M | 1.61% | 27.72K shares | 1.57% → 1.61%+0.04 pp -451 (-1.60%) | Reduced | ↗▾ |
| 08 | MKLMARKEL GROUP INC View history and evidence | $3.78M | 1.60% | 1.98K shares | 1.70% → 1.60%-0.10 pp +15 (+0.76%) | Added | ↗▾ |
| 09 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $3.58M | 1.51% | 12.19K shares | 1.36% → 1.51%+0.15 pp +995 (+8.89%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $3.22M | 1.36% | 13.23K shares | 1.02% → 1.36%+0.34 pp +1 (+0.01%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 529
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHR SCHWAB INTERMEDIATE-TERM US | Non-derivative | -12,312 | -$308.17K | SEC filing ↗ | SEC filing ↗ |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | -6,233 | -$269.70K | SEC filing ↗ | SEC filing ↗ |
| KNSL KINSALE CAPITAL GROUP INC | Non-derivative | -488 | -$236.14K | SEC filing ↗ | SEC filing ↗ |
3 / 529 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 237010250
}Research all 202 reported holdings.
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