Ridgewood Investments LLC

Est. AUM

$244.5M

13F long equity, this entity only

Positions

208

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.1M	48100	9.43%	SOLE
2	ALPHABET INC	CAP STK CL A	$7.7M	26669	3.14%	SOLE
3	ISHARES TR	0-3 MNTH TREASRY	$6.3M	62767	2.58%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	69547	2.23%	SOLE
5	ISHARES TR	TRUST ISHARE 0-1	$4.1M	37315	1.68%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	6868	1.68%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	126250	1.59%	SOLE
8	MARKEL GROUP INC	COM	$3.7M	1938	1.52%	SOLE
9	ALPHABET INC	CAP STK CL C	$3.7M	12838	1.51%	SOLE
10	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.7M	26523	1.50%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$3.6M	12583	1.48%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$3.3M	12750	1.37%	SOLE
13	META PLATFORMS INC	CL A	$3.1M	5458	1.28%	SOLE
14	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.9M	114815	1.18%	SOLE
15	BRISTOL-MYERS SQUIBB CO	COM	$2.5M	41838	1.04%	SOLE
16	MICROSOFT CORP	COM	$2.5M	6766	1.02%	SOLE
17	TEXAS INSTRS INC	COM	$2.5M	12887	1.02%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.4M	41615	1.00%	SOLE
19	QUALCOMM INC	COM	$2.3M	17994	0.95%	SOLE
20	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.2M	47122	0.90%	SOLE
21	MEDTRONIC PLC	SHS	$2.2M	25402	0.90%	SOLE
22	PEPSICO INC	COM	$2.2M	13948	0.89%	SOLE
23	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.1M	69306	0.86%	SOLE
24	PRICE T ROWE GROUP INC	COM	$2.1M	22886	0.84%	SOLE
25	MICROCHIP TECHNOLOGY INC.	COM	$2.0M	31315	0.83%	SOLE
26	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.0M	42106	0.83%	SOLE
27	AMAZON COM INC	COM	$2.0M	9637	0.82%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.0M	20833	0.80%	SOLE
29	ISHARES TR	ISHS 1-5YR INVS	$1.9M	37036	0.80%	SOLE
30	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	8965	0.79%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$1.9M	3314	0.78%	SOLE
32	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.9M	5636	0.78%	SOLE
33	UNITED THERAPEUTICS CORP DEL	COM	$1.9M	3200	0.78%	SOLE
34	HENRY SCHEIN INC	COM	$1.8M	25063	0.76%	SOLE
35	ORACLE CORP	COM	$1.8M	11978	0.72%	SOLE
36	CLOROX CO DEL	COM	$1.7M	16676	0.71%	SOLE
37	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	22353	0.69%	SOLE
38	OLD REP INTL CORP	COM	$1.7M	41693	0.68%	SOLE
39	VANGUARD BD INDEX FDS	INTERMED TERM	$1.6M	21314	0.67%	SOLE
40	TARGET CORP	COM	$1.6M	13486	0.67%	SOLE
41	HCI GROUP INC	COM	$1.6M	10552	0.67%	SOLE
42	NVIDIA CORPORATION	COM	$1.6M	9310	0.66%	SOLE
43	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.6M	22107	0.66%	SOLE
44	CNH INDL N V	SHS	$1.6M	144736	0.65%	SOLE
45	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.6M	34524	0.64%	SOLE
46	ARCHER DANIELS MIDLAND CO	COM	$1.6M	21679	0.64%	SOLE
47	UNITED PARCEL SERVICE INC	CL B	$1.6M	15807	0.64%	SOLE
48	JD.COM INC	SPON ADS CL A	$1.5M	52389	0.63%	SOLE
49	AXOS FINANCIAL INC	COM	$1.5M	18051	0.63%	SOLE
50	ISHARES TR	0-5 YR TIPS ETF	$1.5M	14190	0.60%	SOLE

1–50 of 208

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.