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Ridgeline Wealth Planning

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

Top 5 stock holdings are SPLG, JPST, CGGO, CGDV, DYNF, and represent 68.61% of Ridgeline Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: JPST, PH, GOOGL, XCEM, QQQM, FXH, PG, CGDV, DYNF, SPHQ.
Started 5 new stock positions in GOOGL, FXH, XCEM, PH, QQQM.
Reduced shares in these 9 stocks: CGGO, SPLG, MTG, QUAL, LRCX, SCHD, WMT, BILS, SPDW.
Ridgeline Wealth Planning was a net buyer of stock by $4.1M.
Ridgeline Wealth Planning has $133M in assets under management (AUM), dropping by 9.60%.
Central Index Key (CIK): 0002013788

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

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Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	26.1	$35M	-3%	444k	78.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	16.5	$22M	+29%	434k	50.73	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	10.2	$14M	-12%	397k	34.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.2	$11M		261k	42.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.6	$10M		171k	59.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$6.7M	+2%	11k	600.36	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.9	$5.2M	+2%	119k	43.92	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	3.2	$4.2M	+2%	114k	37.31	View chart
Ishares Msci Emrg Chn (EMXC)	2.1	$2.8M		41k	67.51	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.5	$2.0M	+2%	35k	56.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$2.0M		2.9k	669.27	View chart
MGIC Investment (MTG)	1.4	$1.8M	-23%	64k	28.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$1.8M	-8%	9.2k	194.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.3M		3.9k	328.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$924k	+4%	12k	79.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$914k	+19%	13k	73.29	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.7	$877k		11k	80.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$788k		6.6k	118.83	View chart
Procter & Gamble Company (PG)	0.6	$764k	+33%	5.0k	153.65	View chart
Lam Research Corp Com New (LRCX)	0.6	$752k	-13%	5.6k	133.90	View chart
Amazon (AMZN)	0.5	$687k	+7%	3.1k	219.57	View chart
NVIDIA Corporation (NVDA)	0.5	$670k	+11%	3.6k	186.58	View chart
Apple (AAPL)	0.5	$630k	+14%	2.5k	254.64	View chart
Microsoft Corporation (MSFT)	0.4	$558k	+17%	1.1k	517.99	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$509k	+7%	12k	41.58	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$500k		12k	42.79	View chart
Parker-Hannifin Corporation (PH)	0.4	$488k	NEW	644.00	758.15	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$455k		1.6k	279.84	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$445k		1.9k	229.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$390k	-7%	14k	27.30	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$383k	+2%	17k	22.72	View chart
Northrop Grumman Corporation (NOC)	0.3	$370k		607.00	609.32	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$367k	+18%	14k	26.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$356k		9.2k	38.57	View chart
Broadcom (AVGO)	0.2	$326k	+9%	987.00	329.91	View chart
Wal-Mart Stores (WMT)	0.2	$312k		3.0k	103.06	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.2	$277k		2.8k	99.51	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$262k		3.4k	78.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$258k	NEW	1.1k	243.10	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$240k	NEW	6.6k	36.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$212k	NEW	856.00	247.12	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$204k	NEW	1.9k	109.67	View chart

Past Filings by Ridgeline Wealth Planning

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

Ridgeline Wealth Planning 2025 Q3 filed Oct. 29, 2025
Ridgeline Wealth Planning 2025 Q2 filed July 24, 2025
Ridgeline Wealth Planning 2025 Q1 filed April 30, 2025
Ridgeline Wealth Planning 2024 Q4 filed Jan. 29, 2025

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