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Ridgeline Wealth Planning, LLC
Updated 7 days agoManaged by Ridgeline Wealth Planning, Llc • Latest filing Q3 2026
Portfolio value
$173.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $140.1M |
| Q1 2026 | $136.9M |
| Q2 2026 | $157.8M |
| Q3 2026 | $173.8M |
Top holdings
54 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $43.5M | 484.9K | 25.04% | — | |
| 2 | $20.5M | 406.0K | 11.77% | — | |
| 3 | $15.5M | 223.2K | 8.89% | — | |
| 4 | $13.7M | 280.4K | 7.88% | — | |
| 5 | $13.6M | 176.1K | 7.82% | — | |
| 6 | $10.5M | 263.5K | 6.03% | — | |
| 7 | $9M | 189.7K | 5.18% | — | |
| 8 | $6.8M | 9.2K | 3.91% | — | |
| 9 | $5.9M | 138.9K | 3.41% | — | |
| 10 | $3.6M | 36.2K | 2.06% | — | |
| 11 | $2.2M | 46.3K | 1.26% | — | |
| 12 | $1.9M | 72.2K | 1.07% | — | |
| 13 | $1.6M | 5.0K | 0.94% | — | |
| 14 | $1.6M | 7.7K | 0.92% | — | |
| 15 | $1.6M | 2.1K | 0.91% | — | |
| 16 | $1.5M | 4.5K | 0.86% | — | |
| 17 | $1.3M | 3.6K | 0.77% | — | |
| 18 | $1.3M | 55.1K | 0.76% | — | |
| 19 | $1.3M | 5.6K | 0.74% | — | |
| 20 | $1M | 20.5K | 0.59% | — |