Ridgeline Wealth Planning, LLC
CIK: 0002013788SEC EDGAR →
Portfolio Value
$140.1B
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 448,029 | $35.9B | 25.65% |
| 2 | J P MORGAN EXCHANGE TRADED F | 394,281 | $19.9B | 14.23% |
| 3 | CAPITAL GROUP GBL GROWTH EQT | 336,017 | $11.6B | 8.31% |
| 4 | BLACKROCK ETF TRUST | 183,577 | $11.2B | 7.97% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 255,710 | $11.2B | 7.96% |
| 6 | CAPITAL GROUP GROWTH ETF | 152,766 | $6.8B | 4.85% |
| 7 | INVESCO QQQ TR | 10,653 | $6.5B | 4.67% |
| 8 | FRANKLIN TEMPLETON ETF TR | 138,841 | $5.4B | 3.85% |
| 9 | ISHARES INC | 41,818 | $3.0B | 2.17% |
| 10 | FRANKLIN TEMPLETON ETF TR | 36,476 | $2.1B | 1.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (50)
$35.9B · 448K shares
$19.9B · 394K shares
$11.6B · 336K shares
$11.2B · 184K shares
$11.2B · 256K shares
$6.8B · 153K shares
$6.5B · 11K shares
$5.4B · 139K shares
$3.0B · 42K shares
$2.1B · 36K shares
$1.9B · 64K shares
$1.8B · 23K shares
$1.7B · 3K shares
$1.5B · 7K shares
$1.3B · 4K shares
$1.2B · 35K shares
$1.1B · 5K shares
$997.0M · 13K shares
$897.0M · 11K shares
$848.0M · 5K shares
$798.0M · 30K shares
$786.0M · 3K shares
$749.0M · 4K shares
$746.0M · 3K shares
$734.0M · 6K shares
$724.0M · 10K shares
$613.0M · 4K shares
$609.0M · 1K shares
$567.0M · 646 shares
$545.0M · 13K shares
$445.0M · 2K shares
$437.0M · 2K shares
$424.0M · 1K shares
$394.0M · 17K shares
$385.0M · 3K shares
$376.0M · 951 shares
$365.0M · 9K shares
$359.0M · 1K shares
$357.0M · 13K shares
$346.0M · 607 shares
$337.0M · 8K shares
$271.0M · 3K shares
$268.0M · 3K shares
$249.0M · 7K shares
$237.0M · 736 shares
$234.0M · 747 shares
$219.0M · 488 shares
$214.0M · 1K shares
$214.0M · 849 shares
$211.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $122.7B | 87.6% |
| Unknown | 4 | $10.3B | 7.3% |
| Technology | 5 | $3.4B | 2.4% |
| Consumer Defensive | 2 | $998.0M | 0.7% |
| Consumer Cyclical | 2 | $965.0M | 0.7% |
| Industrials | 2 | $913.0M | 0.7% |
| Communication Services | 2 | $593.0M | 0.4% |
| Healthcare | 1 | $214.0M | 0.2% |