Ridgeline Wealth Planning, LLC
Q3 2026 13F filing
Updated 7 days ago54 disclosed positions worth $173.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $43.5M | 484.9K | 25.04% | — |
| 2 | J J P MORGAN EXCHANGE TRADED F | $20.5M | 406.0K | 11.77% | — |
| 3 | E BLACKROCK ETF TRUST | $15.5M | 223.2K | 8.89% | — |
| 4 | C CAPITAL GROUP DIVIDEND VALUE | $13.7M | 280.4K | 7.88% | — |
| 5 | V VANGUARD SCOTTSDALE FDS | $13.6M | 176.1K | 7.82% | — |
| 6 | C CAPITAL GROUP GBL GROWTH EQT | $10.5M | 263.5K | 6.03% | — |
| 7 | C CAPITAL GROUP GROWTH ETF | $9M | 189.7K | 5.18% | — |
| 8 | Q INVESCO QQQ TR | $6.8M | 9.2K | 3.91% | — |
| 9 | E FRANKLIN TEMPLETON ETF TR | $5.9M | 138.9K | 3.41% | — |
| 10 | E ISHARES INC | $3.6M | 36.2K | 2.06% | — |
| 11 | E BLACKROCK ETF TRUST | $2.2M | 46.3K | 1.26% | — |
| 12 | M MGIC INVT CORP WIS | $1.9M | 72.2K | 1.07% | — |
| 13 | L LAM RESEARCH CORP | $1.6M | 5.0K | 0.94% | — |
| 14 | E ISHARES TR | $1.6M | 7.7K | 0.92% | — |
| 15 | E ISHARES TR | $1.6M | 2.1K | 0.91% | — |
| 16 | A APPLE INC | $1.5M | 4.5K | 0.86% | — |
| 17 | V VANGUARD INDEX FDS | $1.3M | 3.6K | 0.77% | — |
| 18 | B BLACKSTONE SECD LENDING FD | $1.3M | 55.1K | 0.76% | — |
| 19 | N NVIDIA CORPORATION | $1.3M | 5.6K | 0.74% | — |
| 20 | S SPDR INDEX SHS FDS | $1M | 20.5K | 0.59% | — |
| 21 | S SPDR SERIES TRUST | $1M | 10.9K | 0.58% | — |
| 22 | A AMAZON COM INC | $980K | 3.9K | 0.56% | — |
| 23 | M MICROSOFT CORP | $960K | 1.9K | 0.55% | — |
| 24 | E ISHARES TR | $847K | 3.8K | 0.49% | — |
| 25 | E INVESCO EXCHANGE TRADED FD T | $828K | 9.8K | 0.48% | — |
| 26 | E ISHARES TR | $732K | 5.4K | 0.42% | — |
| 27 | P PROCTER & GAMBLE CO | $647K | 4.5K | 0.37% | — |
| 28 | F FIRST TR EXCHANGE-TRADED FD | $639K | 1.9K | 0.37% | — |
| 29 | G ALPHABET INC | $608K | 1.8K | 0.35% | — |
| 30 | A BROADCOM INC | $555K | 1.6K | 0.32% | — |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $486K | 975 | 0.28% | — |
| 32 | C CAPITAL GRP FIXED INCM ETF T | $477K | 22.5K | 0.27% | — |
| 33 | S SPDR SERIES TRUST | $473K | 4.8K | 0.27% | — |
| 34 | F FIRST TR EXCHANGE-TRADED FD | $469K | 1.6K | 0.27% | — |
| 35 | P PARKER-HANNIFIN CORP | $442K | 463 | 0.25% | — |
| 36 | J JPMORGAN CHASE & CO | $433K | 1.3K | 0.25% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $410K | 9.2K | 0.24% | — |
| 38 | S SCHWAB STRATEGIC TR | $397K | 12.2K | 0.23% | — |
| 39 | J JOHNSON & JOHNSON | $351K | 1.3K | 0.20% | — |
| 40 | W WALMART INC | $344K | 3.3K | 0.20% | — |
| 41 | M META PLATFORMS INC | $339K | 467 | 0.19% | — |
| 42 | G COLUMBIA ETF TR II | $338K | 6.6K | 0.19% | — |
| 43 | E FRANKLIN TEMPLETON ETF TR | $323K | 5.6K | 0.19% | — |
| 44 | G ALPHABET INC | $306K | 897 | 0.18% | — |
| 45 | N NORTHROP GRUMMAN CORP | $298K | 617 | 0.17% | — |
| 46 | L ELI LILLY & CO | $294K | 254 | 0.17% | — |
| 47 | A ADVANCED MICRO DEVICES INC | $291K | 476 | 0.17% | — |
| 48 | M MICRON TECHNOLOGY INC | $275K | 258 | 0.16% | — |
| 49 | F FIRST TR EXCHANGE-TRADED FD | $274K | 3.4K | 0.16% | — |
| 50 | E INVESCO EXCH TRADED FD TR II | $267K | 877 | 0.15% | — |