Ridgeline Wealth, LLC Top Holdings and 13F Report (2025) About Ridgeline Wealth, LLCInvestment ActivityRidgeline Wealth, LLC has $135.48 million in total holdings as of September 30, 2025.Ridgeline Wealth, LLC owns shares of 51 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Ridgeline Wealth, LLC has purchased 48 new stocks and bought additional shares in 16 stocks.Ridgeline Wealth, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings AMERICAN CENTY ETF TR $32,728,017SPDR Portfolio S&P 500 ETF $15,923,689Dimensional International Core Equity 2 ETF $11,046,234Avantis U.S. Large Cap Value ETF $7,630,929Dimensional U.S. Equity ETF $6,069,091 Largest New Holdings this Quarter 47103U753 - Janus Henderson B-BBB CLO ETF $434,575 Holding842587107 - Southern $275,023 Holding36828A101 - GE VERNOVA INC $247,190 HoldingG29183103 - Eaton $209,393 Holding084670702 - Berkshire Hathaway $200,593 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 16,286 shares (about $1.25M)Janus Henderson AAA CLO ETF 19,441 shares (about $987.21K)PGIM Ultra Short Bond ETF 13,105 shares (about $653.02K)Dimensional International Core Equity 2 ETF 16,733 shares (about $548.68K)Avantis U.S. Large Cap Value ETF 6,115 shares (about $441.87K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 6,047 shares (about $688.70K)Vanguard Total Stock Market ETF 1,121 shares (about $367.88K)SPDR Portfolio S&P 500 ETF 1,810 shares (about $141.80K)Avantis All Equity Markets ETF 1,325 shares (about $110.52K)Apple 276 shares (about $70.28K) 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$32,728,017$1,246,043 ▲4.0%427,76124.2%AVANTIS US LARGSPLGSPDR Portfolio S&P 500 ETF$15,923,689$141,795 ▼-0.9%203,26411.8%ETFDFICDimensional International Core Equity 2 ETF$11,046,234$548,675 ▲5.2%336,8788.2%ETFAVLVAvantis U.S. Large Cap Value ETF$7,630,929$441,869 ▲6.1%105,6045.6%ETFDFUSDimensional U.S. Equity ETF$6,069,091$274,403 ▲4.7%83,7814.5%ETFAVNVAvantis All International Markets Value ETF$5,836,245$354,359 ▲6.5%81,3944.3%ETFJAAAJanus Henderson AAA CLO ETF$5,571,610$987,210 ▲21.5%109,7214.1%ETFAVUSAvantis U.S. Equity ETF$5,551,930$23,479 ▼-0.4%51,0764.1%ETFOEFiShares S&P 100 ETF$4,706,025$3,328 ▼-0.1%14,1393.5%ETFESGUiShares ESG Aware MSCI USA ETF$3,756,358$18,200 ▼-0.5%25,7992.8%ManufacturingAVSCAvantis U.S. Small Cap Equity ETF$3,741,830$66,239 ▲1.8%65,3592.8%ETFAMERICAN CENTY ETF TR$3,491,008$263,035 ▲8.1%58,2512.6%AVANTIS EMERGINGQUALiShares MSCI USA Quality Factor ETF$3,151,041$24,312 ▼-0.8%16,2012.3%ETFEFViShares MSCI EAFE Value ETF$2,803,495$63,286 ▼-2.2%41,3312.1%ETFPULSPGIM Ultra Short Bond ETF$2,265,375$653,023 ▲40.5%45,4621.7%ETFAVGEAvantis All Equity Markets ETF$1,946,262$110,517 ▼-5.4%23,3341.4%ETFIYWiShares U.S. Technology ETF$1,909,610$2,742 ▼-0.1%9,7501.4%ManufacturingIEViShares Europe ETF$1,580,906$655 ▼0.0%24,1431.2%ETFDFGRDimensional Global Real Estate ETF$1,280,100$49,185 ▲4.0%46,8730.9%ETFVTIVanguard Total Stock Market ETF$1,128,248$367,878 ▼-24.6%3,4380.8%ETFAVDEAvantis International Equity ETF$1,011,888$27,852 ▼-2.7%12,8250.7%ETFBLESInspire Global Hope ETF$841,157$113,493 ▲15.6%19,8110.6%ETFTPIFTimothy Plan International ETF$752,903$106,179 ▲16.4%22,5560.6%ETFIGMiShares Expanded Tech Sector ETF$748,809$378 ▼-0.1%5,9450.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$728,600$24,309 ▼-3.2%22,7190.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$644,5800.0%27,4640.5%ETFAVGVAvantis All Equity Markets Value ETF$614,613$4,853 ▼-0.8%8,7380.5%ETFAVEMAvantis Emerging Markets Equity ETF$557,297$6,084 ▲1.1%7,4200.4%ETFIWBiShares Russell 1000 ETF$553,883$366 ▼-0.1%1,5150.4%ETFAAPLApple$506,459$70,278 ▼-12.2%1,9890.4%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$467,760$280 ▼-0.1%10,0140.3%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$443,084$3,468 ▼-0.8%5,4940.3%ETFJBBBJanus Henderson B-BBB CLO ETF$434,575$434,575 ▲New Holding9,0220.3%ETFEFGiShares MSCI EAFE Growth ETF$426,067$688,700 ▼-61.8%3,7410.3%ETFAJGArthur J. Gallagher & Co.$401,1130.0%1,2950.3%FinanceIVLUiShares MSCI Intl Value Factor ETF$360,239$248 ▼-0.1%10,1530.3%ETFMSFTMicrosoft$356,974$12,435 ▲3.6%6890.3%Computer and TechnologyGOOGLAlphabet$353,346$15,067 ▲4.5%1,4540.3%Computer and TechnologySUSLiShares ESG MSCI USA Leaders ETF$299,6530.0%2,5600.2%ManufacturingSOSouthern$275,023$275,023 ▲New Holding2,9020.2%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$274,717$23,781 ▼-8.0%2,8880.2%ETFAMZNAmazon.com$252,396$14,924 ▲6.3%1,1500.2%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$250,489$792 ▼-0.3%4,7420.2%ETFGE VERNOVA INC$247,190$247,190 ▲New Holding4020.2%COMEMGFiShares Emerging Markets Equity Factor ETF$242,642$57 ▼0.0%4,2880.2%ETFIVViShares Core S&P 500 ETF$242,622$2,005 ▼-0.8%3630.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$225,1650.0%2,2360.2%ETFIVWiShares S&P 500 Growth ETF$219,228$4,950 ▼-2.2%1,8160.2%ETFTFISPDR Nuveen ICE Municipal Bond ETF$215,5010.0%4,7290.2%FinanceETNEaton$209,393$209,393 ▲New Holding5600.2%IndustrialsBRK.BBerkshire Hathaway$200,593$200,593 ▲New Holding3990.1%FinanceGSYInvesco Ultra Short Duration ETF$0$315,330 ▼-100.0%00.0%ETFPSECProspect Capital$0$299,982 ▼-100.0%00.0%FinanceShowing 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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