Ridgeline Wealth, LLC Top Holdings and 13F Report (2025) About Ridgeline Wealth, LLCInvestment ActivityRidgeline Wealth, LLC has $122.61 million in total holdings as of June 30, 2025.Ridgeline Wealth, LLC owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 37.72% of the portfolio was purchased this quarter.About 41.74% of the portfolio was sold this quarter.This quarter, Ridgeline Wealth, LLC has purchased 54 new stocks and bought additional shares in 7 stocks.Ridgeline Wealth, LLC sold shares of 32 stocks and completely divested from 10 stocks this quarter.Largest Holdings AMERICAN CENTY ETF TR $29,231,186SPDR Portfolio S&P 500 ETF $14,906,817Dimensional International Core Equity 2 ETF $9,953,296Avantis U.S. Large Cap Value ETF $6,786,146Dimensional U.S. Equity ETF $5,361,152 Largest New Holdings this Quarter 025072158 - AMERICAN CENTY ETF TR $29,231,186 Holding025072349 - Avantis U.S. Large Cap Value ETF $6,786,146 Holding025072166 - Avantis All International Markets Value ETF $5,030,684 Holding025072323 - Avantis U.S. Small Cap Equity ETF $3,310,910 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 411,475 shares (about $29.23M)Avantis U.S. Large Cap Value ETF 99,489 shares (about $6.79M)Avantis All International Markets Value ETF 76,452 shares (about $5.03M)Avantis U.S. Small Cap Equity ETF 64,202 shares (about $3.31M)AMERICAN CENTY ETF TR 8,268 shares (about $468.14K) Largest Sales this Quarter Avantis U.S. Equity ETF 240,198 shares (about $24.22M)Avantis All Equity Markets Value ETF 173,361 shares (about $11.31M)iShares 0-3 Month Treasury Bond ETF 43,790 shares (about $4.41M)iShares MSCI USA Quality Factor ETF 7,481 shares (about $1.37M)Dimensional U.S. Equity ETF 15,851 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRidgeline Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMERICAN CENTY ETF TR$29,231,186$29,231,186 ▲New Holding411,47523.8%AVANTIS US LARGSPLGSPDR Portfolio S&P 500 ETF$14,906,817$1,002,612 ▼-6.3%205,07412.2%ETFDFICDimensional International Core Equity 2 ETF$9,953,296$198,199 ▲2.0%320,1458.1%ETFAVLVAvantis U.S. Large Cap Value ETF$6,786,146$6,786,146 ▲New Holding99,4895.5%ETFDFUSDimensional U.S. Equity ETF$5,361,152$1,062,338 ▼-16.5%79,9934.4%ETFAVUSAvantis U.S. Equity ETF$5,171,290$24,216,905 ▼-82.4%51,2924.2%ETFAVNVAvantis All International Markets Value ETF$5,030,684$5,030,684 ▲New Holding76,4524.1%ETFJAAAJanus Henderson AAA CLO ETF$4,581,724$348,806 ▲8.2%90,2803.7%ETFOEFiShares S&P 100 ETF$4,306,248$637,918 ▼-12.9%14,1493.5%ETFESGUiShares ESG Aware MSCI USA ETF$3,507,539$16,507 ▼-0.5%25,9242.9%ManufacturingAVSCAvantis U.S. Small Cap Equity ETF$3,310,910$3,310,910 ▲New Holding64,2022.7%ETFAMERICAN CENTY ETF TR$3,049,674$468,135 ▲18.1%53,8622.5%AVANTIS EMERGINGQUALiShares MSCI USA Quality Factor ETF$2,984,669$1,367,653 ▼-31.4%16,3262.4%ETFEFViShares MSCI EAFE Value ETF$2,682,944$209,232 ▼-7.2%42,2642.2%ETFAVGEAvantis All Equity Markets ETF$1,910,554$78,719 ▲4.3%24,6591.6%ETFIYWiShares U.S. Technology ETF$1,691,786$124,406 ▼-6.8%9,7641.4%ManufacturingPULSPGIM Ultra Short Bond ETF$1,610,081$268,106 ▼-14.3%32,3571.3%ETFIEViShares Europe ETF$1,527,668$24,984 ▼-1.6%24,1531.2%ETFVTIVanguard Total Stock Market ETF$1,385,617$358,334 ▲34.9%4,5591.1%ETFDFGRDimensional Global Real Estate ETF$1,209,269$7,673 ▼-0.6%45,0721.0%ETFEFGiShares MSCI EAFE Growth ETF$1,096,297$434,016 ▼-28.4%9,7880.9%ETFAVDEAvantis International Equity ETF$975,299$182,582 ▲23.0%13,1780.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$696,793$68,264 ▼-8.9%23,4770.6%ETFBLESInspire Global Hope ETF$696,471$74,329 ▼-9.6%17,1380.6%ETFIGMiShares Expanded Tech Sector ETF$668,231$562 ▼-0.1%5,9480.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$638,263$68,744 ▼-9.7%27,4640.5%ETFTPIFTimothy Plan International ETF$625,679$64,522 ▼-9.3%19,3750.5%ETFAVGVAvantis All Equity Markets Value ETF$574,480$11,308,326 ▼-95.2%8,8070.5%ETFIWBiShares Russell 1000 ETF$514,956$13,927 ▼-2.6%1,5160.4%ETFAVEMAvantis Emerging Markets Equity ETF$502,997$250,436 ▲99.2%7,3390.4%ETFAAPLApple$464,710$60,115 ▼-11.5%2,2650.4%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$463,242$1,479 ▼-0.3%10,0200.4%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$414,660$365,608 ▼-46.9%5,5370.3%ETFAJGArthur J. Gallagher & Co.$414,5550.0%1,2950.3%FinanceIVLUiShares MSCI Intl Value Factor ETF$334,172$257,865 ▼-43.6%10,1600.3%ETFMSFTMicrosoft$330,880$24,878 ▼-7.0%6650.3%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$315,330$155,885 ▼-33.1%6,2890.3%ETFPSECProspect Capital$299,9820.0%94,3340.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$294,517$271,147 ▼-47.9%3,1380.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$277,395$33,157 ▼-10.7%2,5600.2%ManufacturingGOOGLAlphabet$245,2240.0%1,3920.2%Computer and TechnologyAMZNAmazon.com$237,2700.0%1,0820.2%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$233,981$30,545 ▼-11.5%4,7570.2%ETFIVViShares Core S&P 500 ETF$226,940$40,304 ▼-15.1%3660.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$225,143$4,409,218 ▼-95.1%2,2360.2%ETFEMGFiShares Emerging Markets Equity Factor ETF$223,303$244,129 ▼-52.2%4,2890.2%ETFTFISPDR Nuveen ICE Municipal Bond ETF$211,2440.0%4,7290.2%FinanceIVWiShares S&P 500 Growth ETF$204,456$43,490 ▼-17.5%1,8570.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$1,505,473 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$455,029 ▼-100.0%00.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$421,157 ▼-100.0%00.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$0$361,945 ▼-100.0%00.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$0$318,548 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$304,924 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$238,749 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$230,378 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$220,435 ▼-100.0%00.0%ManufacturingIWRiShares Russell Mid-Cap ETF$0$206,040 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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