Ridgeline Wealth Planning

Ridgeline Wealth Planning as of March 31, 2026

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