SEC Form 13F

Ridgewood Investments LLC 13F Holdings

Inspect Ridgewood Investments LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-04T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-04
Reported value
$267,177,594
Positions
208

Read this manager's filing book

Step 1 of 3

Disclosed positions

Ridgewood Investments LLC: source evidence dated 2026-08-04T03:59:59.999Z.

Issuer
BERKSHIRE HATHAWAY INC DEL
Ticker
BRK.B
Class
CL B NEW
Reported value
$23,361,208
Reported amount
46,686
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001703556-26-000007
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$23,361,20846,686SHNone
ALPHABET INCGOOGLCAP STK CL A$9,160,10125,632SHNone
ISHARES TRSGOV0-3 MNTH TREASRY$5,943,22059,037SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,796,9756,984SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$4,638,38359,535SHNone
ALPHABET INCGOOGCAP STK CL C$4,404,02112,464SHNone
SPDR SERIES TRUSTFLRNSTATE STREET SPD$4,283,965138,864SHNone
VANGUARD INDEX FDSVOMID CAP ETF$4,177,42651,848SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$4,094,46226,088SHNone
ISHARES TRSHVTRUST ISHARE 0-1$4,007,69136,318SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$3,977,26213,121SHNone
MARKEL GROUP INCMKLCOM$3,747,8261,919SHNone
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$3,379,309116,689SHNone
META PLATFORMS INCMETACL A$3,240,6075,753SHNone
MICROSOFT CORPMSFTCOM$2,945,0837,895SHNone
NVIDIA CORPORATIONNVDACOM$2,936,52114,676SHNone
TEXAS INSTRS INCTXNCOM$2,756,8499,249SHNone
QUALCOMM INCQCOMCOM$2,575,41813,937SHNone
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$2,491,30771,569SHNone
INVESCO QQQ TRQQQUNIT SER 1$2,434,0513,305SHNone
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$2,379,48349,132SHNone
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$2,326,83039,980SHNone
BRISTOL-MYERS SQUIBB COBMYCOM$2,297,94339,881SHNone
MEDTRONIC PLCMDTSHS$2,289,87029,271SHNone
VANGUARD BD INDEX FDSBIVINTERMED TERM$2,269,36229,588SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$2,256,7929,538SHNone
PRICE T ROWE GROUP INCTROWCOM$2,240,37519,706SHNone
AMAZON COM INCAMZNCOM$2,223,4749,329SHNone
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$2,206,80020,758SHNone
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$2,115,93445,203SHNone
OLD REP INTL CORPORICOM$2,034,05149,708SHNone
SCHEIN HENRY INCHSICCOM$1,990,69923,835SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$1,982,8714,152SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$1,980,75923,651SHNone
PEPSICO INCPEPCOM$1,893,56913,985SHNone
ISHARES TRIGSBISHS 1-5YR INVS$1,889,66736,055SHNone
HCI GROUP INCHCICOM$1,846,00810,534SHNone
SPDR INDEX SHS FDSSPDWSTATE STREET SPD$1,840,02536,516SHNone
UNITED PARCEL SVCS INCUPSCL B$1,799,12016,736SHNone
CARRIER GLOBAL CORPORATIONCARRCOM$1,765,02124,063SHNone
KIMBERLY-CLARK CORPKMBCOM$1,753,90515,978SHNone
VANGUARD WHITEHALL FDSVWOBEM MK GOV BD ETF$1,748,73326,007SHNone
UNITED THERAPEUTICS CORP DELUTHRCOM$1,738,7323,209SHNone
AXOS FINANCIAL INCAXCOM$1,737,04817,836SHNone
INVESCO EXCH TRADED FD TR IISPLVS&P500 LOW VOL$1,657,24722,126SHNone
ARCHER DANIELS MIDLAND COADMCOM$1,620,86421,216SHNone
ORACLE CORPORCLCOM$1,619,96411,054SHNone
LOWES COS INCLOWCOM$1,619,4997,345SHNone
OTIS WORLDWIDE CORPOTISCOM$1,591,52522,228SHNone
PROGRESSIVE CORPPGRCOM$1,485,0236,798SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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