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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 SPYM, JPST, CGGO, DYNF, CGDV, and represent 64.12% of Ridgeline Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: IAU, ITA, CGGR, BAI, DIVI, DYNF, BXSL, GLD, SPYM, JPM.
Started 8 new stock positions in IAU, TSLA, BAI, JPM, GOOG, JNJ, ITA, GLD.
Reduced shares in these 10 stocks: CGGO, JPST, QUAL, QQQ, IVV, CGDV, SPHQ, SPDW, LRCX, PG.
Ridgeline Wealth Planning was a net buyer of stock by $4.1M.
Ridgeline Wealth Planning has $140M in assets under management (AUM), dropping by 5.26%.
Central Index Key (CIK): 0002013788

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Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	25.6	$36M		448k	80.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	14.2	$20M	-9%	394k	50.59	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	8.3	$12M	-15%	336k	34.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.0	$11M	+7%	184k	60.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.0	$11M		256k	43.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.8	$6.8M	+28%	153k	44.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$6.5M	-5%	11k	614.30	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	3.9	$5.4M	+22%	139k	38.89	View chart
Ishares Msci Emrg Chn (EMXC)	2.2	$3.0M		42k	72.68	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.5	$2.1M	+3%	37k	56.26	View chart
MGIC Investment (MTG)	1.3	$1.9M		64k	29.22	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$1.8M	NEW	23k	81.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$1.7M	-14%	2.5k	684.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.1	$1.5M	NEW	7.0k	214.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.3M		3.9k	335.25	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.8	$1.2M	NEW	35k	33.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.1M	-41%	5.4k	198.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$997k	+8%	13k	79.73	View chart
Spdr Series Trust State Street Spd (SPTM)	0.6	$898k		11k	82.50	View chart
Lam Research Corp Com New (LRCX)	0.6	$848k	-11%	5.0k	171.18	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.6	$798k	+115%	30k	26.33	View chart
Apple (AAPL)	0.6	$787k	+16%	2.9k	271.88	View chart
NVIDIA Corporation (NVDA)	0.5	$750k	+11%	4.0k	186.50	View chart
Amazon (AMZN)	0.5	$746k	+3%	3.2k	230.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$735k	-7%	6.1k	120.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$725k	-22%	9.7k	75.05	View chart
Procter & Gamble Company (PG)	0.4	$614k	-13%	4.3k	143.31	View chart
Microsoft Corporation (MSFT)	0.4	$609k	+16%	1.3k	483.67	View chart
Parker-Hannifin Corporation (PH)	0.4	$568k		646.00	878.96	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.4	$546k	+7%	13k	41.27	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$446k		1.9k	230.21	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$438k		1.6k	269.18	View chart
Broadcom (AVGO)	0.3	$424k	+24%	1.2k	346.13	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$394k	+3%	17k	22.64	View chart
Wal-Mart Stores (WMT)	0.3	$386k	+14%	3.5k	111.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$377k	NEW	951.00	396.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$366k		9.2k	39.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$359k	+8%	1.1k	313.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$357k	-8%	13k	27.43	View chart
Northrop Grumman Corporation (NOC)	0.2	$346k		607.00	570.21	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$338k	-34%	7.6k	44.41	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$271k		2.7k	99.23	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$268k		3.4k	79.87	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$250k		6.5k	38.36	View chart
JPMorgan Chase & Co. (JPM)	0.2	$237k	NEW	736.00	322.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$235k	NEW	747.00	313.87	View chart
Tesla Motors (TSLA)	0.2	$220k	NEW	488.00	449.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$215k		849.00	252.93	View chart
Johnson & Johnson (JNJ)	0.2	$214k	NEW	1.0k	206.95	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$212k		1.9k	113.82	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 Q4 filed Feb. 3, 2026
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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