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Ridgeline Wealth Planning, LLC 13F holdings

Filed 2026-07-24 · Ridgeline Wealth Planning, LLC · 53 positions · $157.8M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST478.7K$42.1M26.7%
JPSTJ P MORGAN EXCHANGE TRADED F395.7K$20.0M12.7%
DYNFBLACKROCK ETF TRUST216.0K$14.7M9.3%
CGDVCAPITAL GROUP DIVIDEND VALUE272.7K$13.4M8.5%
CGGOCAPITAL GROUP GBL GROWTH EQT263.8K$11.2M7.1%
CGGRCAPITAL GROUP GROWTH ETF181.7K$8.6M5.4%
QQQINVESCO QQQ TR9.0K$6.6M4.2%
DIVIFRANKLIN TEMPLETON ETF TR136.7K$5.8M3.7%
EMXCISHARES INC35.5K$3.6M2.3%
BAIBLACKROCK ETF TRUST45.2K$2.4M1.5%
LRCXLAM RESEARCH CORP4.9K$2.1M1.3%
MTGMGIC INVT CORP WIS72.2K$2.0M1.3%
IVVISHARES TR2.6K$1.9M1.2%
ITAISHARES TR7.6K$1.8M1.2%
VTIVANGUARD INDEX FDS3.9K$1.4M0.9%
VCSHVANGUARD SCOTTSDALE FDS17.6K$1.4M0.9%
AAPLAPPLE INC3.7K$1.1M0.7%
BXSLBLACKSTONE SECD LENDING FD45.3K$1.1M0.7%
SPDWSPDR INDEX SHS FDS20.6K$1.0M0.7%
SPTMSPDR SERIES TRUST10.9K$987,7040.6%
QUALISHARES TR4.3K$933,6690.6%
NVDANVIDIA CORPORATION4.5K$899,6410.6%
SPHQINVESCO EXCHANGE TRADED FD T9.7K$870,9070.6%
AMZNAMAZON COM INC3.6K$851,8270.5%
IJRISHARES TR5.4K$802,9500.5%
PGPROCTER & GAMBLE CO4.6K$680,4430.4%
QTECFIRST TR EXCHANGE-TRADED FD1.9K$648,2950.4%
BILSSPDR SERIES TRUST6.0K$595,3270.4%
MSFTMICROSOFT CORP1.3K$492,5130.3%
AVGOBROADCOM INC1.3K$491,9450.3%
GOOGLALPHABET INC1.4K$485,3090.3%
FDNFIRST TR EXCHANGE-TRADED FD1.6K$430,6990.3%
PHPARKER-HANNIFIN CORP437$427,4380.3%
DFACDIMENSIONAL ETF TRUST9.2K$409,5320.3%
CGCPCAPITAL GRP FIXED INCM ETF T18.0K$401,8790.3%
SCHDSCHWAB STRATEGIC TR12.5K$395,1380.3%
BRK-BBERKSHIRE HATHAWAY INC DEL738$369,2880.2%
WMTWALMART INC2.9K$333,8920.2%
XCEMCOLUMBIA ETF TR II6.2K$327,3800.2%
FLQMFRANKLIN TEMPLETON ETF TR5.6K$324,6700.2%
NOCNORTHROP GRUMMAN CORP609$310,1700.2%
FXRFIRST TR EXCHANGE-TRADED FD3.4K$306,0720.2%
GOOGALPHABET INC792$279,9270.2%
JNJJOHNSON & JOHNSON1.1K$270,9860.2%
QQQMINVESCO EXCH TRADED FD TR II893$270,5660.2%
JPMJPMORGAN CHASE & CO780$255,3210.2%
AMDADVANCED MICRO DEVICES INC417$242,2390.2%
MUMICRON TECHNOLOGY INC203$234,3210.1%
LLYELI LILLY & CO194$232,7410.1%
FXHFIRST TR EXCHANGE-TRADED FD1.9K$227,4190.1%
PPAINVESCO EXCHANGE TRADED FD T1.3K$223,6600.1%
SRLNSSGA ACTIVE ETF TR5.2K$211,4420.1%
TSLATESLA INC500$210,3000.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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