Filed: 10/30/2025ACC: 0001703556-25-000010
📋 What this filing means
RIDGEWOOD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $237.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$237.01M
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$97.08M41.0%
CL B NEW$24.71M10.4%
CAP STK CL A$7.30M3.1%
SPONSORED ADS$6.78M2.9%
CL A$5.87M2.5%
0-3 MNTH TREASRY$5.17M2.2%
SHS$4.94M2.1%
Portfolio Concentration
Top 3$37.18M15.7%
4–10$28.04M11.8%
11–25$38.01M16.0%
Rest$133.78M56.4%
Top 3 weight
15.7%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
3.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings202
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.15K
TypeSH
Market value$24.71M
10.42%
Sole
49.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.03K
TypeSH
Market value$7.30M
3.08%
Sole
30.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.35K
TypeSH
Market value$5.17M
2.18%
Sole
51.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.78K
TypeSH
Market value$4.84M
2.04%
Sole
43.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.81K
TypeSH
Market value$4.48M
1.89%
Sole
7.81K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares54.71K
TypeSH
Market value$4.32M
1.82%
Sole
54.71K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares27.72K
TypeSH
Market value$3.82M
1.61%
Sole
27.72K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares1.98K
TypeSH
Market value$3.78M
1.60%
Sole
1.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.19K
TypeSH
Market value$3.58M
1.51%
Sole
12.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.23K
TypeSH
Market value$3.22M
1.36%
Sole
13.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.78K
TypeSH
Market value$2.99M
1.26%
Sole
11.78K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.01K
TypeSH
Market value$2.94M
1.24%
Sole
4.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.66K
TypeSH
Market value$2.93M
1.24%
Sole
5.66K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares94.64K
TypeSH
Market value$2.92M
1.23%
Sole
94.64K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares16.37K
TypeSH
Market value$2.72M
1.15%
Sole
16.37K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares28.35K
TypeSH
Market value$2.70M
1.14%
Sole
28.35K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares9.41K
TypeSH
Market value$2.63M
1.11%
Sole
9.41K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares44.60K
TypeSH
Market value$2.62M
1.11%
Sole
44.60K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares94.90K
TypeSH
Market value$2.44M
1.03%
Sole
94.90K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares13.28K
TypeSH
Market value$2.44M
1.03%
Sole
13.28K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares11.63K
TypeSH
Market value$2.38M
1.00%
Sole
11.63K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares33.01K
TypeSH
Market value$2.10M
0.88%
Sole
33.01K
Shared
0.00
None
0.00
PRICE T ROWE GROUP INC
SOLEShares20.41K
TypeSH
Market value$2.10M
0.88%
Sole
20.41K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.95K
TypeSH
Market value$2.07M
0.87%
Sole
3.95K
Shared
0.00
None
0.00
HCI GROUP INC
SOLEShares10.54K
TypeSH
Market value$2.02M
0.85%
Sole
10.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.15K | SH | $24.71M 10.42% | 49.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.03K | SH | $7.30M 3.08% | 30.03K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 51.35K | SH | $5.17M 2.18% | 51.35K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 43.78K | SH | $4.84M 2.04% | 43.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.81K | SH | $4.48M 1.89% | 7.81K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.71K | SH | $4.32M 1.82% | 54.71K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 27.72K | SH | $3.82M 1.61% | 27.72K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 1.98K | SH | $3.78M 1.60% | 1.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.19K | SH | $3.58M 1.51% | 12.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.23K | SH | $3.22M 1.36% | 13.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 11.78K | SH | $2.99M 1.26% | 11.78K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.01K | SH | $2.94M 1.24% | 4.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.66K | SH | $2.93M 1.24% | 5.66K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG INVT | 94.64K | SH | $2.92M 1.23% | 94.64K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 16.37K | SH | $2.72M 1.15% | 16.37K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 28.35K | SH | $2.70M 1.14% | 28.35K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 9.41K | SH | $2.63M 1.11% | 9.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 44.60K | SH | $2.62M 1.11% | 44.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 94.90K | SH | $2.44M 1.03% | 94.90K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 13.28K | SH | $2.44M 1.03% | 13.28K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 11.63K | SH | $2.38M 1.00% | 11.63K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 33.01K | SH | $2.10M 0.88% | 33.01K | 0.00 | 0.00 |
PRICE T ROWE GROUP INCSOLE | COM | 20.41K | SH | $2.10M 0.88% | 20.41K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.95K | SH | $2.07M 0.87% | 3.95K | 0.00 | 0.00 |
HCI GROUP INCSOLE | COM | 10.54K | SH | $2.02M 0.85% | 10.54K | 0.00 | 0.00 |
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