Ridgeline Wealth, LLC
CIK: 1934226SEC EDGAR →
Portfolio Value
$139.1B
Holdings
60
As of
Q2 2026
New Positions
60
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 450,687 | $40.5B | 29.14% |
| 2 | DIMENSIONAL ETF TRUST | 383,536 | $14.3B | 10.27% |
| 3 | SPDR SERIES TRUST | 150,016 | $13.2B | 9.47% |
| 4 | AMERICAN CENTY ETF TR | 117,201 | $10.7B | 7.68% |
| 5 | DIMENSIONAL ETF TRUST | 96,370 | $7.9B | 5.68% |
| 6 | AMERICAN CENTY ETF TR | 91,502 | $7.6B | 5.43% |
| 7 | — AMERICAN CENTY ETF TR | 128,110 | $7.0B | 5.01% |
| 8 | JANUS DETROIT STR TR | 121,588 | $6.1B | 4.41% |
| 9 | AMERICAN CENTY ETF TR | 75,375 | $5.5B | 3.97% |
| 10 | AMERICAN CENTY ETF TR | 57,665 | $4.9B | 3.55% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $131.9B | 94.8% |
| Unknown | 2 | $7.0B | 5.0% |
| Utilities | 3 | $286.6M | 0.2% |
| Technology | 4 | $2.9M | 0.0% |
| Communication Services | 1 | $673K | 0.0% |
| Industrials | 2 | $558K | 0.0% |
| Consumer Cyclical | 1 | $293K | 0.0% |
| Healthcare | 1 | $255K | 0.0% |