Ridgeline Wealth, LLC Top Holdings and 13F Report (2026) About Ridgeline Wealth, LLCInvestment ActivityRidgeline Wealth, LLC has $139.60 million in total holdings as of March 31, 2026.Ridgeline Wealth, LLC owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Ridgeline Wealth, LLC has purchased 52 new stocks and bought additional shares in 13 stocks.Ridgeline Wealth, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings AMERICAN CENTY ETF TR $34,867,876Dimensional International Core Equity 2 ETF $12,593,662SPDR Portfolio S&P 500 ETF $11,473,356Avantis U.S. Large Cap Value ETF $9,115,701Dimensional U.S. Equity ETF $7,114,149 Largest New Holdings this Quarter 92537N108 - Vertiv $234,292 HoldingG29183103 - Eaton $208,343 Holding931142103 - WALMART INC $202,639 Holding Largest Purchases this Quarter Janus Henderson B-BBB CLO ETF 43,859 shares (about $2.04M)Dimensional U.S. Equity ETF 8,892 shares (about $630.53K)AMERICAN CENTY ETF TR 5,435 shares (about $421.48K)Vertiv 935 shares (about $234.29K)Eaton 583 shares (about $208.34K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 51,428 shares (about $3.94M)iShares ESG Aware MSCI USA ETF 7,419 shares (about $1.05M)iShares MSCI EAFE Value ETF 13,951 shares (about $1.04M)iShares U.S. Technology ETF 2,711 shares (about $491.85K)iShares Expanded Tech Sector ETF 1,005 shares (about $119.11K) 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$34,867,876$421,484 ▲1.2%449,61825.0%AVANTIS US LARGDFICDimensional International Core Equity 2 ETF$12,593,662$198,968 ▲1.6%354,4529.0%ETFSPLGSPDR Portfolio S&P 500 ETF$11,473,356$3,936,303 ▼-25.5%149,9008.2%ETFAVLVAvantis U.S. Large Cap Value ETF$9,115,701$83,673 ▲0.9%113,0846.5%ETFDFUSDimensional U.S. Equity ETF$7,114,149$630,535 ▲9.7%100,3265.1%ETFAVNVAvantis All International Markets Value ETF$6,574,395$51,921 ▼-0.8%83,8254.7%ETFAVUSAvantis U.S. Equity ETF$6,255,749$117,295 ▲1.9%56,2674.5%ETFJAAAJanus Henderson AAA CLO ETF$6,047,337$43,066 ▲0.7%120,0584.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$4,513,324$140,736 ▲3.2%72,4453.2%ETFOEFiShares S&P 100 ETF$4,496,5560.0%14,1373.2%ETFAMERICAN CENTY ETF TR$3,952,632$80,143 ▼-2.0%58,4442.8%AVANTIS EMERGINGQUALiShares MSCI USA Quality Factor ETF$2,882,240$103,958 ▼-3.5%15,0272.1%ETFJBBBJanus Henderson B-BBB CLO ETF$2,741,637$2,044,052 ▲293.0%58,8272.0%ETFESGUiShares ESG Aware MSCI USA ETF$2,597,313$1,049,192 ▼-28.8%18,3661.9%ManufacturingAVGEAvantis All Equity Markets ETF$2,459,238$5,369 ▲0.2%27,9401.8%ETFPULSPGIM Ultra Short Bond ETF$2,133,587$33,561 ▼-1.5%43,1031.5%ETFEFViShares MSCI EAFE Value ETF$1,987,498$1,037,243 ▼-34.3%26,7321.4%ETFIEViShares Europe ETF$1,565,282$12,501 ▼-0.8%23,0391.1%ETFDFGRDimensional Global Real Estate ETF$1,471,414$79,873 ▲5.7%55,3581.1%ETFIYWiShares U.S. Technology ETF$1,202,676$491,847 ▼-29.0%6,6290.9%ManufacturingVTIVanguard Total Stock Market ETF$1,076,388$321 ▲0.0%3,3550.8%ETFAVDEAvantis International Equity ETF$920,169$97,990 ▼-9.6%10,8460.7%ETFBLESInspire Global Hope ETF$869,896$50,917 ▼-5.5%19,6130.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$777,654$3,731 ▼-0.5%22,5080.6%ETFTPIFTimothy Plan International ETF$728,026$62,672 ▼-7.9%20,2010.5%ETFAVGVAvantis All Equity Markets Value ETF$646,529$4,110 ▼-0.6%8,3380.5%ETFAVEMAvantis Emerging Markets Equity ETF$601,754$161 ▼0.0%7,4680.4%ETFIGMiShares Expanded Tech Sector ETF$584,978$119,105 ▼-16.9%4,9360.4%ETFAAPLApple$528,3910.0%2,0820.4%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$485,0190.0%20,8880.3%ETFIUSBiShares Core Total USD Bond Market ETF$462,362$185 ▼0.0%10,0100.3%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$416,771$19,131 ▼-4.4%5,2720.3%ETFIWBiShares Russell 1000 ETF$414,856$1,427 ▼-0.3%1,1630.3%ETFGOOGLAlphabet$397,552$10,636 ▼-2.6%1,3830.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$370,026$25,165 ▼-6.4%3,6760.3%ETFGE VERNOVA INC$329,956$21,822 ▼-6.2%3780.2%COMSUSLiShares ESG MSCI USA Leaders ETF$290,6150.0%2,5580.2%ManufacturingSOSouthern$286,857$2,896 ▼-1.0%2,9720.2%UtilitiesMSFTMicrosoft$285,890$10,369 ▲3.8%7720.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$280,4710.0%1,2950.2%FinanceIFRAiShares U.S. Infrastructure ETF$258,897$11,326 ▼-4.2%4,5260.2%ETFIVLUiShares MSCI Intl Value Factor ETF$256,517$24,838 ▼-8.8%6,4650.2%ETFAMZNAmazon.com$256,068$1,249 ▲0.5%1,2300.2%Retail/WholesaleEMGFiShares Emerging Markets Equity Factor ETF$243,533$3,505 ▼-1.4%4,0300.2%ETFJNJJohnson & Johnson$241,8730.0%9900.2%MedicalIVViShares Core S&P 500 ETF$236,7890.0%3630.2%ETFVRTVertiv$234,292$234,292 ▲New Holding9350.2%Computer and TechnologyAEPAmerican Electric Power$230,8320.0%1,7610.2%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$219,516$36,725 ▼-14.3%2,3670.2%ETFTFISPDR Nuveen ICE Municipal Bond ETF$214,4130.0%4,7290.2%FinanceETNEaton$208,343$208,343 ▲New Holding5830.1%IndustrialsWALMART INC$202,639$202,639 ▲New Holding1,6310.1%COMBRK.BBerkshire Hathaway$0$693,657 ▼-100.0%00.0%FinanceEFGiShares MSCI EAFE Growth ETF$0$254,649 ▼-100.0%00.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$0$201,814 ▼-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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