Ridgeline Wealth Planning, LLC Top Holdings and 13F Report (2026) About Ridgeline Wealth Planning, LLCInvestment ActivityRidgeline Wealth Planning, LLC has $157.78 million in total holdings as of June 30, 2026.Ridgeline Wealth Planning, LLC owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.80% of the portfolio was purchased this quarter.About 6.19% of the portfolio was sold this quarter.This quarter, Ridgeline Wealth Planning, LLC has purchased 51 new stocks and bought additional shares in 22 stocks.Ridgeline Wealth Planning, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $42,067,167JPMorgan Ultra-Short Income ETF $20,011,951iShares U.S. Equity Factor Rotation Active ETF $14,689,057Capital Group Dividend Value ETF $13,437,023Capital Group Global Growth Equity ETF $11,166,180 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $242,239 Holding595112103 - Micron Technology $234,321 Holding532457108 - Eli Lilly and Company $232,741 Holding88160R101 - Tesla $210,300 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 30,143 shares (about $2.65M)iShares U.S. Equity Factor Rotation Active ETF 34,694 shares (about $2.36M)Capital Group Growth ETF 27,471 shares (about $1.30M)Capital Group Dividend Value ETF 21,061 shares (about $1.04M)BLACKROCK ETF TRUST 10,133 shares (about $534.21K) Largest Sales this Quarter Capital Group Global Growth Equity ETF 76,564 shares (about $3.24M)Franklin U.S. Mid Cap Multifactor Index ETF 30,726 shares (about $1.78M)Invesco QQQ 1,711 shares (about $1.26M)iShares MSCI Emerging Markets ex China ETF 4,038 shares (about $413.09K)SPDR Blackstone Senior Loan ETF 7,929 shares (about $319.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRidgeline Wealth Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$42,067,167$2,648,965 â–²6.7%478,68926.7%ETFJPSTJPMorgan Ultra-Short Income ETF$20,011,951$120,154 â–²0.6%395,72812.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,689,057$2,359,537 â–²19.1%215,9849.3%ETFCGDVCapital Group Dividend Value ETF$13,437,023$1,037,886 â–²8.4%272,6678.5%ETFCGGOCapital Group Global Growth Equity ETF$11,166,180$3,240,952 â–¼-22.5%263,7897.1%ETFCGGRCapital Group Growth ETF$8,575,842$1,296,628 â–²17.8%181,6925.4%ETFQQQInvesco QQQ$6,595,467$1,260,032 â–¼-16.0%8,9564.2%FinanceDIVIFranklin International Core Dividend Tilt Index ETF$5,841,325$91,036 â–¼-1.5%136,7353.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,632,480$413,089 â–¼-10.2%35,5082.3%ManufacturingBLACKROCK ETF TRUST$2,384,992$534,210 â–²28.9%45,2391.5%ISHA I IN TE ETFLAM RESEARCH CORP$2,127,650$237,031 â–²12.5%4,9101.3%COM NEWMTGMGIC Investment$2,036,971$236,231 â–²13.1%72,2331.3%FinanceIVViShares Core S&P 500 ETF$1,925,098$64,395 â–¼-3.2%2,5711.2%ETFITAiShares U.S. Aerospace & Defense ETF$1,834,965$152,732 â–²9.1%7,5691.2%ETFVTIVanguard Total Stock Market ETF$1,434,6560.0%3,8770.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,394,787$468,090 â–²50.5%17,6490.9%ETFAAPLApple$1,081,126$34,726 â–¼-3.1%3,7360.7%Computer and TechnologyBXSLBlackstone Secured Lending Fund$1,073,139$38,292 â–¼-3.4%45,2610.7%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,037,041$449,737 â–²76.6%20,5800.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$987,7040.0%10,8790.6%ETFQUALiShares MSCI USA Quality Factor ETF$933,669$96,768 â–¼-9.4%4,2550.6%ETFNVDANVIDIA$899,641$15,007 â–¼-1.6%4,4960.6%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$870,907$6,938 â–¼-0.8%9,6660.6%ETFAMZNAmazon.com$851,827$40,518 â–²5.0%3,5740.5%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$802,9500.0%5,4140.5%ETFPGProcter & Gamble$680,443$19,504 â–²3.0%4,6400.4%Consumer StaplesQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$648,2950.0%1,9370.4%ManufacturingBILSSPDR Bloomberg 3-12 Month T-Bill ETF$595,327$16,101 â–¼-2.6%5,9900.4%ETFMSFTMicrosoft$492,513$7,835 â–²1.6%1,3200.3%Computer and TechnologyAVGOBroadcom$491,945$10,202 â–²2.1%1,3020.3%Computer and TechnologyGOOGLAlphabet$485,309$12,508 â–²2.6%1,3580.3%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$430,6990.0%1,6270.3%ETFPHParker-Hannifin$427,4380.0%4370.3%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$409,5320.0%9,2320.3%ETFCGCPCapital Group Core Plus Income ETF$401,879$7,935 â–¼-1.9%18,0300.3%ETFSCHDSchwab US Dividend Equity ETF$395,138$14,587 â–¼-3.6%12,4610.3%ETFBRK.BBerkshire Hathaway$369,288$152,619 â–²70.4%7380.2%FinanceWALMART INC$333,892$3,171 â–¼-0.9%2,9480.2%COMXCEMColumbia EM Core ex-China ETF$327,380$23,796 â–¼-6.8%6,1910.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$324,670$1,778,536 â–¼-84.6%5,6090.2%ETFNOCNorthrop Grumman$310,170$509 â–²0.2%6090.2%AerospaceFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$306,0720.0%3,3590.2%ETFGOOGAlphabet$279,927$2,121 â–²0.8%7920.2%Computer and TechnologyJNJJohnson & Johnson$270,986$1,778 â–²0.7%1,0670.2%MedicalQQQMInvesco NASDAQ 100 ETF$270,566$2,121 â–²0.8%8930.2%ETFJPMJPMorgan Chase & Co.$255,321$13,748 â–²5.7%7800.2%FinanceAMDAdvanced Micro Devices$242,239$242,239 â–²New Holding4170.2%Computer and TechnologyMUMicron Technology$234,321$234,321 â–²New Holding2030.1%Computer and TechnologyLLYEli Lilly and Company$232,741$232,741 â–²New Holding1940.1%MedicalFXHFirst Trust Health Care AlphaDEX Fund$227,4190.0%1,8580.1%ETFPPAInvesco Aerospace & Defense ETF$223,660$177 â–¼-0.1%1,2660.1%ETFSRLNSPDR Blackstone Senior Loan ETF$211,442$319,460 â–¼-60.2%5,2480.1%ETFTSLATesla$210,300$210,300 â–²New Holding5000.1%Auto/Tires/TrucksIAUiShares Gold Trust$0$1,933,613 â–¼-100.0%00.0%FinanceGLDSPDR Gold Shares$0$401,461 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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