Ridgeline Wealth Planning

Ridgeline Wealth Planning as of June 30, 2025

Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 27.4 $33M 458k 72.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 14.0 $17M 335k 50.68
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 11.9 $14M 452k 31.97
Capital Group Dividend Value Shs Creation Uni (CGDV) 8.3 $10M 257k 39.49
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.5 $9.1M 168k 54.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $6.1M 11k 551.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.9 $4.7M 116k 40.65
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 3.3 $4.0M 112k 35.64
Ishares Msci Emrg Chn (EMXC) 2.1 $2.6M 41k 63.14
MGIC Investment (MTG) 1.9 $2.3M 84k 27.84
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.5 $1.9M 35k 54.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $1.8M 10k 182.82
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.8M 2.9k 620.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.2M 3.9k 303.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $882k 11k 79.50
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.7 $815k 11k 74.89
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.6 $745k 11k 71.26
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $725k 6.6k 109.29
Amazon (AMZN) 0.5 $636k 2.9k 219.39
Lam Research Corp Com New (LRCX) 0.5 $631k 6.5k 97.34
Procter & Gamble Company (PG) 0.5 $595k 3.7k 159.32
NVIDIA Corporation (NVDA) 0.4 $511k 3.2k 157.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $474k 12k 40.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $474k 11k 41.59
Microsoft Corporation (MSFT) 0.4 $455k 915.00 497.44
Apple (AAPL) 0.4 $443k 2.2k 205.18
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $438k 1.6k 269.33
First Tr Exchange-traded SHS (QTEC) 0.3 $412k 1.9k 212.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $407k 15k 26.50
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $370k 16k 22.50
Blackstone Secd Lending Common Stock (BXSL) 0.3 $365k 12k 30.75
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $331k 9.2k 35.84
Wal-Mart Stores (WMT) 0.2 $302k 3.1k 97.78
Northrop Grumman Corporation (NOC) 0.2 $302k 603.00 499.98
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.2 $281k 2.8k 99.43
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $249k 3.4k 74.22
Broadcom (AVGO) 0.2 $249k 904.00 275.65