Ridgewood Investments LLC
CIK 1703556 · Holdings on Mar 31, 2026 · First reported Apr 3, 2026
Top ten holdings
Q1 2026- BRK.B9.43%
- GOOGL3.14%
- SGOV2.58%
- BSV2.23%
- SHV1.68%
- VOO1.68%
- FLRN1.59%
- MKL1.52%
- GOOG1.51%
- VT1.50%
Share classes counted separately26.86%
Portfolio value by quarter
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 | $23.05M | 9.43% | 48.10K shares | Prior unavailable -1.05K (-2.10%) | Reduced | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.67M | 3.14% | 26.67K shares | Prior unavailable -3.36K (-11.20%) | Reduced | ↗▾ |
| 03 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $6.32M | 2.58% | 62.77K shares | Prior unavailable +11.41K (+22.20%) | Added | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $5.45M | 2.23% | 69.55K shares | Prior unavailable +14.84K (+27.10%) | Added | ↗▾ |
| 05 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $4.12M | 1.68% | 37.31K shares | Prior unavailable -6.46K (-14.80%) | Reduced | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.10M | 1.68% | 6.87K shares | Prior unavailable -942 (-12.10%) | Reduced | ↗▾ |
| 07 | FLRNSS SPDR BB IG FLOAT RT ETFSTATE STREET SPD View history and evidence | $3.89M | 1.59% | 126.25K shares | Prior unavailable +31.61K (+33.40%) | Added | ↗▾ |
| 08 | MKLMARKEL GROUP INC View history and evidence | $3.71M | 1.52% | 1.94K shares | Prior unavailable -41 (-2.10%) | Reduced | ↗▾ |
| 09 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $3.68M | 1.51% | 12.84K shares | Prior unavailable -397 (-3.00%) | Reduced | ↗▾ |
| 10 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.67M | 1.50% | 26.52K shares | Prior unavailable -1.19K (-4.30%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DVN DEVON ENERGY CORP | Non-derivative | -33,700 | -$989.02K | SEC filing ↗ | SEC filing ↗ |
| RTX RTX CORP | Non-derivative | -4,098 | -$685.76K | SEC filing ↗ | SEC filing ↗ |
| LYB LYONDELLBASELL INDU-CL A | Non-derivative | -13,668 | -$670.25K | SEC filing ↗ | SEC filing ↗ |
3 / 18 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 244489389
}Research all 208 reported holdings.
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