Ridgeline Wealth, LLC Top Holdings and 13F Report (2025) About Ridgeline Wealth, LLCInvestment ActivityRidgeline Wealth, LLC has $122.71 million in total holdings as of December 31, 2024.Ridgeline Wealth, LLC owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Equity ETF $26,663,469SPDR Portfolio S&P 500 ETF $15,173,138Avantis All Equity Markets Value ETF $9,610,311Dimensional International Core Equity 2 ETF $8,373,521Dimensional U.S. Equity ETF $6,378,299 Sector AllocationMap of 500 Largest Holdings ofRidgeline Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$26,663,469275,08021.7%ETFSPLGSPDR Portfolio S&P 500 ETF$15,173,138220,09212.4%ETFAVGVAvantis All Equity Markets Value ETF$9,610,311157,5927.8%ETFDFICDimensional International Core Equity 2 ETF$8,373,521323,9906.8%ETFDFUSDimensional U.S. Equity ETF$6,378,299100,0525.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,898,22448,8264.0%ETFQUALiShares MSCI USA Quality Factor ETF$4,743,01726,6343.9%ETFOEFiShares S&P 100 ETF$4,704,50016,2873.8%ETFJAAAJanus Henderson AAA CLO ETF$4,548,43089,6953.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,939,57743,0883.2%ETFESGUiShares ESG Aware MSCI USA ETF$3,402,98626,4172.8%ManufacturingEFViShares MSCI EAFE Value ETF$2,485,61147,3722.0%ETFAMERICAN CENTY ETF TR$2,178,82943,9771.8%AVANTIS EMERGINGIYWiShares U.S. Technology ETF$1,683,66510,5551.4%ManufacturingPULSPGIM Ultra Short Bond ETF$1,657,00733,4411.4%ETFAVGEAvantis All Equity Markets ETF$1,538,69621,2621.3%ETFEFGiShares MSCI EAFE Growth ETF$1,442,10514,8931.2%ETFIEViShares Europe ETF$1,286,86424,7191.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,106,03121,9320.9%ETFDFGRDimensional Global Real Estate ETF$1,082,10442,3690.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$808,61035,6220.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$780,42829,7990.6%ETFVTIVanguard Total Stock Market ETF$753,2862,5990.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$744,25210,4190.6%ETFAVDEAvantis International Equity ETF$743,68512,1180.6%ETFAAPLApple$739,2402,9520.6%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$736,21614,6920.6%ETFBLESInspire Global Hope ETF$700,24218,9310.6%ETFIGMiShares Expanded Tech Sector ETF$607,7185,9530.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$548,6786,1800.4%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$545,2635,4570.4%ETFIUSBiShares Core Total USD Bond Market ETF$533,88211,8120.4%ManufacturingTPIFTimothy Plan International ETF$522,62519,6620.4%ETFIWBiShares Russell 1000 ETF$502,8751,5610.4%ETFIVLUiShares MSCI Intl Value Factor ETF$488,78818,0300.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$474,3009,0830.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$426,0879,4210.3%ETFPSECProspect Capital$406,58094,3340.3%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$382,3767,4610.3%ETFIVEiShares S&P 500 Value ETF$382,2812,0030.3%ETFAJGArthur J. Gallagher & Co.$367,5861,2950.3%FinanceSUSLiShares ESG MSCI USA Leaders ETF$345,2023,3500.3%ManufacturingMSFTMicrosoft$306,9397280.3%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$287,7416,2160.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$287,2245,1800.2%ManufacturingGOOGLAlphabet$263,4111,3920.2%Computer and TechnologyMBBiShares MBS ETF$260,2082,8380.2%ETFIVViShares Core S&P 500 ETF$253,4274310.2%ETFDFACDimensional U.S. Core Equity 2 ETF$250,3287,2370.2%ETFTLTiShares 20+ Year Treasury Bond ETF$247,2422,8310.2%ETFAMZNAmazon.com$237,2701,0820.2%Retail/WholesaleIVWiShares S&P 500 Growth ETF$233,3162,2980.2%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$215,7374,7290.2%FinanceETNEaton$214,8866480.2%Industrial ProductsIWRiShares Russell Mid-Cap ETF$214,1052,4220.2%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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