Ridgeline Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Ridgeline Wealth, LLC held in its portfolio 49 assets valued at $144,193,913 (i.e. $144.19M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($34.92M), SPDR SERIES TRUST ($16.82M), and DIMENSIONAL ETF TRUST ($12.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ridgeline Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 444183 | 34921667 | AVANTIS US LARG |
| SPDR SERIES TRUST | 211571 | 16821579 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 348852 | 12021439 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 112046 | 8489725 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 91434 | 6781676 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 84487 | 6318783 | AVANTIS ALL INT |
| AMERICAN CENTY ETF TR | 55212 | 6171627 | US EQT ETF |
| JANUS DETROIT STR TR | 119203 | 6029293 | HENDRSON AAA CL |
| ISHARES TR | 14137 | 4848567 | S&P 100 ETF |
| AMERICAN CENTY ETF TR | 70186 | 4122726 | AVANTIS US SMALL |
| ISHARES TR | 25785 | 3841473 | ESG AWR MSCI USA |
| AMERICAN CENTY ETF TR | 59629 | 3802577 | AVANTIS EMERGING |
| ISHARES TR | 15569 | 3092261 | MSCI USA QLT FCT |
| AMERICAN CENTY ETF TR | 36270 | 3009131 | AVANTIS ALL EQT |
| ISHARES TR | 40683 | 2905175 | EAFE VALUE ETF |
| PGIM ETF TR | 43781 | 2171090 | PGIM ULTRA SH BD |
| ISHARES TR | 9340 | 1864986 | U.S. TECH ETF |
| ISHARES TR | 23223 | 1593115 | EUROPE ETF |
| DIMENSIONAL ETF TRUST | 52353 | 1383179 | GLOBAL REAL EST |
| VANGUARD INDEX FDS | 3354 | 1124496 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 12001 | 987917 | INTL EQT ETF |
| NORTHERN LTS FD TR IV | 20761 | 897010 | INSPIRE GBL HOPE |
| ISHARES TR | 5941 | 767377 | EXPND TEC SC ETF |
| TIMOTHY PLAN | 21940 | 760862 | INTL ETF |
| DIMENSIONAL ETF TRUST | 22616 | 748140 | EMERGING MKTS CO |
| JANUS DETROIT STR TR | 14968 | 713989 | B-BBB CLO ETF |
| BERKSHIRE HATHAWAY INC DEL | 1380 | 693657 | CL B NEW |
| AMERICAN CENTY ETF TR | 7470 | 575319 | AVANTIS EMGMKT |
| APPLE INC | 2082 | 566013 | COM |
| SCHWAB STRATEGIC TR | 20888 | 488153 | US AGGREGATE B |
| ISHARES TR | 10014 | 466052 | CORE UNIVRSL USD |
| ALPHABET INC | 1420 | 444304 | CAP STK CL A |
| ISHARES TR | 1167 | 435989 | RUS 1000 ETF |
| ISHARES TR | 3926 | 394092 | 0-3 MNTH TREASRY |
| MICROSOFT CORP | 744 | 359913 | COM |
| GALLAGHER ARTHUR J & CO | 1295 | 335133 | COM |
| ISHARES TR | 2558 | 310220 | ESG MSCI LEADR |
| AMAZON COM INC | 1224 | 282408 | COM |
| ISHARES TR | 7091 | 269823 | MSCI INTL VLU FT |
| GE VERNOVA INC | 403 | 263389 | COM |
| SOUTHERN CO | 3002 | 261774 | COM |
| ISHARES TR | 2763 | 260117 | MSCI USA MIN VOL |
| ISHARES TR | 2235 | 254649 | EAFE GRWTH ETF |
| ISHARES TR | 4724 | 248585 | US INFRASTRUC |
| ISHARES TR | 363 | 248292 | CORE S&P500 ETF |
| ISHARES INC | 4088 | 236519 | EMNG MKTS EQT |
| JOHNSON & JOHNSON | 990 | 204777 | COM |
| AMERICAN ELEC PWR CO INC | 1761 | 203061 | COM |
| ISHARES TR | 3990 | 201814 | ULTRA SHORT DUR |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.