Ridgeline Wealth, LLC
CIK: 0001934226SEC EDGAR →
Portfolio Value
$144.2M
Holdings
52
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 444,183 | $34.9M | 24.22% |
| 2 | SPDR SERIES TRUST | 201,328 | $16.1M | 11.20% |
| 3 | DIMENSIONAL ETF TRUST | 348,852 | $12.0M | 8.34% |
| 4 | AMERICAN CENTY ETF TR | 112,046 | $8.5M | 5.89% |
| 5 | DIMENSIONAL ETF TRUST | 91,434 | $6.8M | 4.70% |
| 6 | AMERICAN CENTY ETF TR | 84,487 | $6.3M | 4.38% |
| 7 | AMERICAN CENTY ETF TR | 55,212 | $6.2M | 4.28% |
| 8 | JANUS DETROIT STR TR | 119,203 | $6.0M | 4.18% |
| 9 | ISHARES TR | 14,137 | $4.8M | 3.36% |
| 10 | AMERICAN CENTY ETF TR | 70,186 | $4.1M | 2.86% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $140.9M | 97.7% |
| Technology | 2 | $925K | 0.6% |
| Utilities | 3 | $727K | 0.5% |
| Unknown | 1 | $693K | 0.5% |
| Communication Services | 1 | $444K | 0.3% |
| Consumer Cyclical | 1 | $282K | 0.2% |
| Healthcare | 1 | $204K | 0.1% |