Ridgewood Investments LLC holds a diversified book of 208 stocks worth $267.2M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Vanguard Total Bond Market and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 9% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +41.4%, a 2.5-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ridgewood Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ridgewood Investments LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $562.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $386.8B |
| MORGAN STANLEY | 80 / 80 | $356.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $239.9B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $162.0B |
| UBS Group AG | 80 / 80 | $103.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $101.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $97.6B |
Ranked by how many of Ridgewood Investments LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $23.4M | 46.7K | 8.7% | ▼−2.9% Reduced · −1K sh | |
| 2 | Alphabet Inc CAP STK CL A | $9.2M | 25.6K | 3.4% | ▼−3.9% Reduced · −1K sh | |
| 3 | Ishares TR 0-3 MNTH TREASRY | $5.9M | 59.0K | 2.2% | ▼−5.9% Reduced · −4K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $4.8M | 7.0K | 1.8% | ▲+1.7% Added · +116 sh | |
| 5 | Vanguard BD Index FDS SHORT TRM BOND | $4.6M | 59.5K | 1.7% | ▼−14% Reduced · −10K sh | |
| 6 | Alphabet Inc CAP STK CL C | $4.4M | 12.5K | 1.6% | ▼−2.9% Reduced · −374 sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $4.3M | 138.9K | 1.6% | ▲+10.0% Added · +13K sh | |
| 8 | Vanguard Index FDS MID CAP ETF | $4.2M | 51.8K | 1.6% | ▲+312% Added · +39K sh | |
| 9 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.1M | 26.1K | 1.5% | ▼−1.6% Reduced · −435 sh | |
| 10 | Ishares TR TRUST ISHARE 0-1 | $4.0M | 36.3K | 1.5% | ▼−2.7% Reduced · −997 sh | |
| 11 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.1K | 1.5% | ▲+2.9% Added · +371 sh | |
| 12 | Markel Group Inc COM | $3.7M | 1.9K | 1.4% | ▼−1.0% Reduced · −19 sh | |
| 13 | Schwab Strategic TR US BRD MKT ETF | $3.4M | 116.7K | 1.3% | ▲+1.6% Added · +2K sh | |
| 14 | Meta Platforms Inc CL A | $3.2M | 5.8K | 1.2% | ▲+5.4% Added · +295 sh | |
| 15 | Microsoft Corp COM | $2.9M | 7.9K | 1.1% | ▲+17% Added · +1K sh | |
| 16 | Nvidia Corporation COM | $2.9M | 14.7K | 1.1% | ▲+58% Added · +5K sh | |
| 17 | Texas Instrs Inc COM | $2.8M | 9.2K | 1.0% | ▼−28% Reduced · −4K sh | |
| 18 | Qualcomm Inc COM | $2.6M | 13.9K | 1.0% | ▼−23% Reduced · −4K sh | |
| 19 | Schwab Strategic TR US LCAP VA ETF | $2.5M | 71.6K | 0.9% | ▲+3.3% Added · +2K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.4M | 3.3K | 0.9% | ▼−0.3% Reduced · −9 sh | |
| 21 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.4M | 49.1K | 0.9% | ▲+17% Added · +7K sh | |
| 22 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.3M | 40.0K | 0.9% | ▼−3.9% Reduced · −2K sh | |
| 23 | Bristol-Myers Squibb Co COM | $2.3M | 39.9K | 0.9% | ▼−4.7% Reduced · −2K sh | |
| 24 | Medtronic PLC SHS | $2.3M | 29.3K | 0.9% | ▲+15% Added · +4K sh | |
| 25 | Vanguard BD Index FDS INTERMED TERM | $2.3M | 29.6K | 0.8% | ▲+39% Added · +8K sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $2.3M | 9.5K | 0.8% | ▲+6.4% Added · +573 sh | |
| 27 | Price T Rowe Group Inc COM | $2.2M | 19.7K | 0.8% | ▼−14% Reduced · −3K sh | |
| 28 | Amazon Com Inc COM | $2.2M | 9.3K | 0.8% | ▼−3.2% Reduced · −308 sh | |
| 29 | Vanguard Scottsdale FDS VNG RUS1000VAL | $2.2M | 20.8K | 0.8% | ▼−0.4% Reduced · −75 sh | |
| 30 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.1M | 45.2K | 0.8% | ▼−4.1% Reduced · −2K sh | |
| 31 | Old Rep Intl Corp COM | $2.0M | 49.7K | 0.8% | ▲+19% Added · +8K sh | |
| 32 | Schein Henry Inc COM | $2.0M | 23.8K | 0.7% | ▼−4.9% Reduced · −1K sh | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0M | 4.2K | 0.7% | ▼−26% Reduced · −1K sh | |
| 34 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.0M | 23.7K | 0.7% | ▲+5.8% Added · +1K sh | |
| 35 | Pepsico Inc COM | $1.9M | 14.0K | 0.7% | ▲+0.3% Added · +37 sh | |
| 36 | Ishares TR ISHS 1-5YR INVS | $1.9M | 36.1K | 0.7% | ▼−2.6% Reduced · −981 sh | |
| 37 | Hci Group Inc COM | $1.8M | 10.5K | 0.7% | ▼−0.2% Reduced · −18 sh | |
| 38 | SPDR Index SHS FDS STATE STREET SPD | $1.8M | 36.5K | 0.7% | ▲+5.8% Added · +2K sh | |
| 39 | United Parcel Svcs Inc CL B | $1.8M | 16.7K | 0.7% | ▲+5.9% Added · +929 sh | |
| 40 | Carrier Global Corporation COM | $1.8M | 24.1K | 0.7% | ▲+13% Added · +3K sh | |
| 41 | Kimberly-Clark Corp COM | $1.8M | 16.0K | 0.7% | ▲+23% Added · +3K sh | |
| 42 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.7M | 26.0K | 0.7% | ▲+51% Added · +9K sh | |
| 43 | United Therapeutics Corp Del COM | $1.7M | 3.2K | 0.7% | ▲+0.3% Added · +9 sh | |
| 44 | Axos Financial Inc COM | $1.7M | 17.8K | 0.7% | ▼−1.2% Reduced · −215 sh | |
| 45 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.7M | 22.1K | 0.6% | ▲+0.1% Added · +19 sh | |
| 46 | Archer Daniels Midland Co COM | $1.6M | 21.2K | 0.6% | ▼−2.1% Reduced · −463 sh | |
| 47 | Oracle Corp COM | $1.6M | 11.1K | 0.6% | ▼−7.7% Reduced · −924 sh | |
| 48 | Lowes Cos Inc COM | $1.6M | 7.3K | 0.6% | ▲+48% Added · +2K sh | |
| 49 | Otis Worldwide Corp COM | $1.6M | 22.2K | 0.6% | ▲+27% Added · +5K sh | |
| 50 | Progressive Corp COM | $1.5M | 6.8K | 0.6% | ▲+29% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1703556/holdings"
Use Arkolith to show Ridgewood Investments LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 208 | $267.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 3, 2026 | 208 | $244.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 202 | $237.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 744 | $231.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 734 | $214.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 736 | $207.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 743 | $200.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 815 | $199.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.