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 ▲6.7%478,68926.7%ETFJPSTJPMorgan Ultra-Short Income ETF$20,011,951$120,154 ▲0.6%395,72812.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,689,057$2,359,537 ▲19.1%215,9849.3%ETFCGDVCapital Group Dividend Value ETF$13,437,023$1,037,886 ▲8.4%272,6678.5%ETFCGGOCapital Group Global Growth Equity ETF$11,166,180$3,240,952 ▼-22.5%263,7897.1%ETFCGGRCapital Group Growth ETF$8,575,842$1,296,628 ▲17.8%181,6925.4%ETFQQQInvesco QQQ$6,595,467$1,260,032 ▼-16.0%8,9564.2%ETFDIVIFranklin International Core Dividend Tilt Index ETF$5,841,325$91,036 ▼-1.5%136,7353.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,632,480$413,089 ▼-10.2%35,5082.3%ETFBLACKROCK ETF TRUST$2,384,992$534,210 ▲28.9%45,2391.5%ISHA I IN TE ETFLAM RESEARCH CORP$2,127,650$237,031 ▲12.5%4,9101.3%COM NEWMTGMGIC Investment$2,036,971$236,231 ▲13.1%72,2331.3%FinanceIVViShares Core S&P 500 ETF$1,925,098$64,395 ▼-3.2%2,5711.2%ETFITAiShares U.S. Aerospace & Defense ETF$1,834,965$152,732 ▲9.1%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 ▲50.5%17,6490.9%ETFAAPLApple$1,081,126$34,726 ▼-3.1%3,7360.7%TechnologyBXSLBlackstone Secured Lending Fund$1,073,139$38,292 ▼-3.4%45,2610.7%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,037,041$449,737 ▲76.6%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 ▼-9.4%4,2550.6%ETFNVDANVIDIA$899,641$15,007 ▼-1.6%4,4960.6%TechnologySPHQInvesco S&P 500 Quality ETF$870,907$6,938 ▼-0.8%9,6660.6%ETFAMZNAmazon.com$851,827$40,518 ▲5.0%3,5740.5%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$802,9500.0%5,4140.5%ETFPGProcter & Gamble$680,443$19,504 ▲3.0%4,6400.4%Consumer StaplesQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$648,2950.0%1,9370.4%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$595,327$16,101 ▼-2.6%5,9900.4%ETFMSFTMicrosoft$492,513$7,835 ▲1.6%1,3200.3%TechnologyAVGOBroadcom$491,945$10,202 ▲2.1%1,3020.3%TechnologyGOOGLAlphabet$485,309$12,508 ▲2.6%1,3580.3%Communication ServicesFDNFirst 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 ▼-1.9%18,0300.3%ETFSCHDSchwab US Dividend Equity ETF$395,138$14,587 ▼-3.6%12,4610.3%ETFBRK.BBerkshire Hathaway$369,288$152,619 ▲70.4%7380.2%FinanceWALMART INC$333,892$3,171 ▼-0.9%2,9480.2%COMXCEMColumbia EM Core ex-China ETF$327,380$23,796 ▼-6.8%6,1910.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$324,670$1,778,536 ▼-84.6%5,6090.2%ETFNOCNorthrop Grumman$310,170$509 ▲0.2%6090.2%IndustrialsFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$306,0720.0%3,3590.2%ETFGOOGAlphabet$279,927$2,121 ▲0.8%7920.2%Communication ServicesJNJJohnson & Johnson$270,986$1,778 ▲0.7%1,0670.2%HealthcareQQQMInvesco NASDAQ 100 ETF$270,566$2,121 ▲0.8%8930.2%ETFJPMJPMorgan Chase & Co.$255,321$13,748 ▲5.7%7800.2%FinanceAMDAdvanced Micro Devices$242,239$242,239 ▲New Holding4170.2%TechnologyMUMicron Technology$234,321$234,321 ▲New Holding2030.1%TechnologyLLYEli Lilly and Company$232,741$232,741 ▲New Holding1940.1%HealthcareFXHFirst Trust Health Care AlphaDEX Fund$227,4190.0%1,8580.1%ETFPPAInvesco Aerospace & Defense ETF$223,660$177 ▼-0.1%1,2660.1%ETFSRLNSPDR Blackstone Senior Loan ETF$211,442$319,460 ▼-60.2%5,2480.1%ETFTSLATesla$210,300$210,300 ▲New Holding5000.1%Consumer DiscretionaryIAUiShares Gold Trust$0$1,933,613 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$401,461 ▼-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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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