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Ridgeline Wealth Planning, LLC → QQQ

Ridgeline Wealth Planning, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.5M
Q1 2026$6.2M
Q2 2026$6.6M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M9.2K——
Q2 2026$6.6M9.0K——
Q1 2026$6.2M10.7K——
Q4 2025$6.5M10.7K——

Other funds holding QQQ

Other Ridgeline Wealth Planning, LLC positions

STT-PG

SPDR SERIES TRUST

$43.5M
STT-PG

SPDR SERIES TRUST

$42.1M
STT-PG

SPDR SERIES TRUST

$35.9M
STT-PG

SPDR SERIES TRUST

$34.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
Ridgeline Wealth Planning, LLC QQQ Holdings: 13F Position History | Track13F