Ridgeline Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Ridgeline Wealth Planning, LLC held in its portfolio 48 assets valued at $140,137,244 (i.e. $140.14M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($37.11M), J P MORGAN EXCHANGE TRADED F ($19.95M), and CAPITAL GROUP GBL GROWTH EQT ($11.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ridgeline Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 461642 | 37109652 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 394281 | 19946678 | ULTRA SHRT ETF |
| CAPITAL GROUP GBL GROWTH EQT | 336017 | 11642982 | SHS CREATION UNI |
| BLACKROCK ETF TRUST | 183577 | 11163322 | ISHARES US EQUIT |
| CAPITAL GROUP DIVIDEND VALUE | 255710 | 11159172 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 152766 | 6793485 | SHS CREATION UNI |
| INVESCO QQQ TR | 10653 | 6544153 | UNIT SER 1 |
| FRANKLIN TEMPLETON ETF TR | 138841 | 5399531 | INTL COR DIV TIL |
| ISHARES INC | 41818 | 3039338 | MSCI EMRG CHN |
| FRANKLIN TEMPLETON ETF TR | 36476 | 2052152 | US MID CP MLTFCT |
| MGIC INVT CORP WIS | 63856 | 1865872 | COM |
| ISHARES GOLD TR | 22671 | 1840205 | ISHARES NEW |
| ISHARES TR | 2515 | 1722612 | CORE S&P500 ETF |
| ISHARES TR | 7042 | 1511847 | US AER DEF ETF |
| VANGUARD INDEX FDS | 3876 | 1299445 | TOTAL STK MKT |
| BLACKROCK ETF TRUST | 35139 | 1170123 | ISHARES A I INNO |
| ISHARES TR | 5409 | 1074326 | MSCI USA QLT FCT |
| VANGUARD SCOTTSDALE FDS | 12505 | 997047 | SHRT TRM CORP BD |
| LAM RESEARCH CORP | 4956 | 848368 | COM NEW |
| BLACKSTONE SECD LENDING FD | 30313 | 798154 | COMMON STOCK |
| APPLE INC | 2893 | 786536 | COM |
| NVIDIA CORPORATION | 4019 | 749549 | COM |
| AMAZON COM INC | 3232 | 746010 | COM |
| ISHARES TR | 6113 | 734660 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 9655 | 724608 | S&P500 QUALITY |
| PROCTER AND GAMBLE CO | 4284 | 613940 | COM |
| MICROSOFT CORP | 1260 | 609428 | COM |
| PARKER-HANNIFIN CORP | 646 | 567808 | COM |
| SSGA ACTIVE ETF TR | 13224 | 545759 | STATE STREET BLA |
| FIRST TR EXCHANGE-TRADED FD | 1937 | 445917 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 1627 | 437956 | DJ INTERNT IDX |
| BROADCOM INC | 1225 | 424006 | COM |
| CAPITAL GRP FIXED INCM ETF T | 17420 | 394380 | CORE PLUS INCM |
| WALMART INC | 3463 | 385813 | COM |
| SPDR GOLD TR | 951 | 376891 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 9232 | 365495 | US CORE EQUITY 2 |
| ALPHABET INC | 1148 | 359325 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 13023 | 357221 | US DIVIDEND EQ |
| NORTHROP GRUMMAN CORP | 607 | 346117 | COM |
| SPDR INDEX SHS FDS | 7610 | 337982 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE TRADED FD | 3359 | 268283 | INDLS PROD DUR |
| COLUMBIA ETF TR II | 6507 | 249609 | EM CORE EX ETF |
| JPMORGAN CHASE & CO. | 736 | 237154 | COM |
| ALPHABET INC | 747 | 234463 | CAP STK CL C |
| TESLA INC | 488 | 219463 | COM |
| INVESCO EXCH TRADED FD TR II | 849 | 214734 | NASDAQ 100 ETF |
| JOHNSON & JOHNSON | 1035 | 214193 | COM |
| FIRST TR EXCHANGE TRADED FD | 1858 | 211480 | HLTH CARE ALPH |
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