Ridgeline Wealth

Ridgeline Wealth as of March 31, 2026

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