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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, CGDV, DYNF, and represent 63.43% of Ridgeline Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: BXSL, BILS, AAPL, PPA, BRK.B, SPDW, CGGO, NVDA, IVV, CGGR.
Started 2 new stock positions in BRK.B, PPA.
Reduced shares in these 10 stocks: , PH, EMXC, CGDV, QUAL, DYNF, LRCX, IJR, IAU, VCSH.
Sold out of its position in TSLA.
Ridgeline Wealth Planning was a net buyer of stock by $708k.
Ridgeline Wealth Planning has $137M in assets under management (AUM), dropping by -2.29%.
Central Index Key (CIK): 0002013788

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Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 51 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
Spdr Series Trust State Street Spd (SPYM)	25.1	$34M		449k	76.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	14.5	$20M		393k	50.61	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	8.3	$11M		340k	33.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.8	$11M		252k	42.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.7	$11M		181k	58.18	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.5	$6.2M		154k	40.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$6.2M		11k	577.21	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	4.0	$5.5M		139k	39.81	View chart
Ishares Msci Emrg Chn (EMXC)	2.3	$3.1M	-5%	40k	78.66	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.5	$2.0M		36k	54.93	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$1.9M	-3%	22k	88.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.7M	+5%	2.7k	653.17	View chart
MGIC Investment (MTG)	1.2	$1.7M		64k	26.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.1	$1.5M		6.9k	218.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.2M		3.9k	320.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.8	$1.2M		35k	32.95	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.8	$1.1M	+54%	47k	23.69	View chart
Apple (AAPL)	0.7	$979k	+33%	3.9k	253.80	View chart
Lam Research Corp Com New (LRCX)	0.7	$932k	-11%	4.4k	213.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$930k	-6%	12k	79.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$901k	-13%	4.7k	191.79	View chart
Spdr Series Trust State Street Spd (SPTM)	0.6	$860k		11k	79.06	View chart
NVIDIA Corporation (NVDA)	0.6	$797k	+13%	4.6k	174.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$733k		9.7k	75.19	View chart
Amazon (AMZN)	0.5	$709k	+5%	3.4k	208.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$673k	-11%	5.4k	124.31	View chart
Procter & Gamble Company (PG)	0.5	$651k	+5%	4.5k	144.44	View chart
Spdr Series Trust State Street Spd (BILS)	0.4	$612k	+125%	6.2k	99.45	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$532k	+53%	12k	45.65	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.4	$529k		13k	40.14	View chart
Microsoft Corporation (MSFT)	0.4	$481k	+3%	1.3k	370.23	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$418k		1.9k	215.98	View chart
Northrop Grumman Corporation (NOC)	0.3	$415k		608.00	682.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$411k	+5%	18k	22.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$402k		933.00	430.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$396k		13k	30.68	View chart
Broadcom (AVGO)	0.3	$395k	+4%	1.3k	309.56	View chart
Parker-Hannifin Corporation (PH)	0.3	$391k	-32%	437.00	895.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$381k		1.6k	234.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$380k	+15%	1.3k	287.56	View chart
Wal-Mart Stores (WMT)	0.3	$370k	-14%	3.0k	124.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$359k		9.2k	38.86	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.2	$274k		3.4k	81.63	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$271k	+2%	6.6k	40.81	View chart
Johnson & Johnson (JNJ)	0.2	$259k	+2%	1.1k	244.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$226k	+5%	786.00	286.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$217k		738.00	294.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$211k	+4%	886.00	237.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$210k	NEW	1.3k	165.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$208k	NEW	433.00	479.20	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$204k		1.9k	109.77	View chart

Past Filings by Ridgeline Wealth Planning

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

Ridgeline Wealth Planning 2026 Q1 filed May 5, 2026
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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