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Ridgeline Wealth, LLC 13F holdings

Filed 2026-07-06 · Ridgeline Wealth, LLC · 60 positions · $170.9M

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TickerCompanySharesValue% of portfolio
AVLCAMERICAN CENTY ETF TR450.7K$40.5M23.7%
DFICDIMENSIONAL ETF TRUST383.5K$14.3M8.4%
SPYMSPDR SERIES TRUST150.0K$13.2M7.7%
AVLVAMERICAN CENTY ETF TR117.2K$10.7M6.3%
DFUSDIMENSIONAL ETF TRUST96.4K$7.9M4.6%
—AMERICAN CENTY ETF TR91.5K$7.6M4.4%
AVUSAMERICAN CENTY ETF TR55.7K$7.1M4.2%
—AMERICAN CENTY ETF TR128.1K$7.0M4.1%
JAAAJANUS DETROIT STR TR121.6K$6.1M3.6%
AVSCAMERICAN CENTY ETF TR75.4K$5.5M3.2%
OEFISHARES TR14.0K$5.1M3.0%
AVXCAMERICAN CENTY ETF TR57.7K$4.9M2.9%
QUALISHARES TR15.0K$3.3M1.9%
ESGUISHARES TR18.2K$3.0M1.7%
AVGEAMERICAN CENTY ETF TR27.6K$2.7M1.6%
PULSPGIM ETF TR50.8K$2.5M1.5%
JBBBJANUS DETROIT STR TR47.6K$2.3M1.3%
EFVISHARES TR26.4K$2.0M1.2%
DFGRDIMENSIONAL ETF TRUST58.5K$1.7M1.0%
IYWISHARES TR6.6K$1.7M1.0%
IEVISHARES TR22.7K$1.7M1.0%
VTIVANGUARD INDEX FDS4.4K$1.6M0.9%
MSFTMICROSOFT CORP4.2K$1.6M0.9%
BLESNORTHERN LTS FD TR IV20.1K$958,2620.6%
DFEMDIMENSIONAL ETF TRUST21.9K$889,3440.5%
AVDEAMERICAN CENTY ETF TR9.3K$832,0830.5%
IGMISHARES TR4.9K$799,9240.5%
TPIFTIMOTHY PLAN21.1K$788,5660.5%
VGTVANGUARD WORLD FD6.5K$773,5330.5%
AVEMAMERICAN CENTY ETF TR7.5K$721,8210.4%
—AMERICAN CENTY ETF TR8.4K$717,9940.4%
GOOGLALPHABET INC1.9K$672,7490.4%
JPSTJ P MORGAN EXCHANGE TRADED F11.8K$595,4620.3%
VOOVANGUARD INDEX FDS857$588,8750.3%
AAPLAPPLE INC1.8K$533,2900.3%
AMDADVANCED MICRO DEVICES INC836$485,6410.3%
SCHZSCHWAB STRATEGIC TR20.9K$483,1390.3%
SPTMSPDR SERIES TRUST5.3K$481,3650.3%
IWBISHARES TR1.2K$476,4510.3%
IUSBISHARES TR10.0K$461,9620.3%
GEVGE VERNOVA INC367$431,1740.3%
SGOVISHARES TR3.7K$370,0630.2%
SUSLISHARES TR2.6K$339,4900.2%
GLWCORNING INC1.3K$337,1680.2%
VISVANGUARD WORLD FD928$334,4330.2%
VRTVERTIV HOLDINGS CO925$309,7090.2%
AJGGALLAGHER ARTHUR J & CO1.3K$297,2930.2%
EMGFISHARES INC4.0K$295,2380.2%
AMZNAMAZON COM INC1.2K$293,0390.2%
SOSOUTHERN CO3.0K$285,8860.2%
IFRAISHARES TR4.4K$280,0340.2%
IVLUISHARES TR6.5K$270,3510.2%
IVVISHARES TR349$260,9890.2%
JNJJOHNSON & JOHNSON1.0K$255,3670.1%
ETNEATON CORP PLC583$248,2150.1%
AEPAMERICAN ELEC PWR CO INC1.7K$234,0820.1%
TFISPDR SERIES TRUST4.7K$216,5880.1%
USMVISHARES TR2.2K$213,9480.1%
IVWISHARES TR1.5K$208,0830.1%
BRK-BBERKSHIRE HATHAWAY INC DEL403$201,6570.1%
Top Fund Holdings
13F
Top Fund Holdings

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