Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ridgeline Wealth

Latest statistics and disclosures from Ridgeline Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVLC, DFIC, SPYM, AVLV, DFUS, and represent 53.84% of Ridgeline Wealth's stock portfolio.
Added to shares of these 10 stocks: JBBB, DFUS, AVLC, VRT, ETN, WMT, DFIC, AVSC, AVUS, AVLV.
Started 3 new stock positions in ETN, WMT, VRT.
Reduced shares in these 10 stocks: SPYM, ESGU, EFV, BRK.B, IYW, EFG, ICSH, IGM, QUAL, AVDE.
Sold out of its positions in BRK.B, EFG, ICSH.
Ridgeline Wealth was a net seller of stock by $-4.0M.
Ridgeline Wealth has $140M in assets under management (AUM), dropping by -3.18%.
Central Index Key (CIK): 0001934226

Tip: Access up to 7 years of quarterly data

Positions held by Ridgeline Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Ridgeline Wealth

Ridgeline Wealth holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Avantis Us Larg (AVLC)	25.0	$35M		450k	77.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.0	$13M		355k	35.53	View chart
Spdr Series Trust State Street Spd (SPYM)	8.2	$12M	-25%	150k	76.54	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.5	$9.1M		113k	80.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.1	$7.1M	+9%	100k	70.91	View chart
American Centy Etf Tr Avantis All Int (AVNV)	4.7	$6.6M		84k	78.43	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.5	$6.3M		56k	111.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.3	$6.0M		120k	50.37	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	3.2	$4.5M	+3%	72k	62.30	View chart
Ishares Tr S&p 100 Etf (OEF)	3.2	$4.5M		14k	318.07	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	2.8	$4.0M		58k	67.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$2.9M	-3%	15k	191.80	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	2.0	$2.7M	+293%	59k	46.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.9	$2.6M	-28%	18k	141.42	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.8	$2.5M		28k	88.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.5	$2.1M		43k	49.50	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$2.0M	-34%	27k	74.35	View chart
Ishares Tr Europe Etf (IEV)	1.1	$1.6M		23k	67.94	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$1.5M	+5%	55k	26.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.2M	-29%	6.6k	181.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.1M		3.4k	320.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$920k	-9%	11k	84.84	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.6	$870k	-5%	20k	44.35	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$778k		23k	34.55	View chart
Timothy Plan Intl Etf (TPIF)	0.5	$728k	-7%	20k	36.04	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.5	$647k		8.3k	77.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$602k		7.5k	80.58	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$585k	-16%	4.9k	118.51	View chart
Apple (AAPL)	0.4	$528k		2.1k	253.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$485k		21k	23.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$462k		10k	46.19	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$417k	-4%	5.3k	79.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$415k		1.2k	356.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$398k	-2%	1.4k	287.46	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$370k	-6%	3.7k	100.66	View chart
Ge Vernova (GEV)	0.2	$330k	-6%	378.00	872.90	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$291k		2.6k	113.61	View chart
Southern Company (SO)	0.2	$287k		3.0k	96.52	View chart
Microsoft Corporation (MSFT)	0.2	$286k	+3%	772.00	370.32	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$281k		1.3k	216.58	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$259k	-4%	4.5k	57.20	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$257k	-8%	6.5k	39.68	View chart
Amazon (AMZN)	0.2	$256k		1.2k	208.19	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$244k		4.0k	60.43	View chart
Johnson & Johnson (JNJ)	0.2	$242k		990.00	244.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$237k		363.00	652.31	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$234k	NEW	935.00	250.58	View chart
American Electric Power Company (AEP)	0.2	$231k		1.8k	131.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$220k	-14%	2.4k	92.74	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$214k		4.7k	45.34	View chart
Eaton Corp SHS (ETN)	0.1	$208k	NEW	583.00	357.36	View chart
Wal-Mart Stores (WMT)	0.1	$203k	NEW	1.6k	124.24	View chart

Past Filings by Ridgeline Wealth

SEC 13F filings are viewable for Ridgeline Wealth going back to 2024

Ridgeline Wealth 2026 Q1 filed April 15, 2026
Ridgeline Wealth 2025 Q4 filed Jan. 8, 2026
Ridgeline Wealth 2025 Q3 filed Oct. 10, 2025
Ridgeline Wealth 2025 Q2 filed July 11, 2025
Ridgeline Wealth 2025 Q1 filed April 11, 2025
Ridgeline Wealth 2024 Q4 filed Jan. 6, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z