Ridgeline Wealth, LLC Top Holdings and 13F Report (2025) About Ridgeline Wealth, LLCInvestment ActivityRidgeline Wealth, LLC has $117.63 million in total holdings as of March 31, 2025.Ridgeline Wealth, LLC owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Ridgeline Wealth, LLC has purchased 55 new stocks and bought additional shares in 9 stocks.Ridgeline Wealth, LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $26,927,833SPDR Portfolio S&P 500 ETF $14,392,676Avantis All Equity Markets Value ETF $11,070,665Dimensional International Core Equity 2 ETF $8,713,403Dimensional U.S. Equity ETF $5,796,641 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $221,728 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 16,410 shares (about $1.52M)Avantis All Equity Markets Value ETF 24,576 shares (about $1.49M)Avantis Emerging Markets Equity ETF 3,685 shares (about $221.73K)Vanguard Total Stock Market ETF 781 shares (about $214.67K)PGIM Ultra Short Bond ETF 4,304 shares (about $214.04K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 26,676 shares (about $2.45M)iShares Ultra Short-Term Bond Active ETF 15,649 shares (about $793.40K)iShares MSCI USA Quality Factor ETF 2,827 shares (about $483.12K)Janus Henderson AAA CLO ETF 6,288 shares (about $318.87K)Dimensional International Core Equity 2 ETF 10,220 shares (about $283.81K) 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 PortfolioSectorAVUSAvantis U.S. Equity ETF$26,927,833$1,515,955 ▲6.0%291,49022.9%ETFSPLGSPDR Portfolio S&P 500 ETF$14,392,676$80,556 ▼-0.6%218,86712.2%ETFAVGVAvantis All Equity Markets Value ETF$11,070,665$1,493,526 ▲15.6%182,1689.4%ETFDFICDimensional International Core Equity 2 ETF$8,713,403$283,810 ▼-3.2%313,7707.4%ETFDFUSDimensional U.S. Equity ETF$5,796,641$254,500 ▼-4.2%95,8444.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,633,437$281,876 ▼-5.7%46,0263.9%ETFOEFiShares S&P 100 ETF$4,399,633$11,375 ▼-0.3%16,2453.7%ETFJAAAJanus Henderson AAA CLO ETF$4,229,590$318,866 ▼-7.0%83,4073.6%ETFQUALiShares MSCI USA Quality Factor ETF$4,068,464$483,116 ▼-10.6%23,8073.5%ETFESGUiShares ESG Aware MSCI USA ETF$3,175,229$45,228 ▼-1.4%26,0462.7%ManufacturingEFViShares MSCI EAFE Value ETF$2,685,304$106,799 ▼-3.8%45,5602.3%ETFAMERICAN CENTY ETF TR$2,217,710$78,652 ▲3.7%45,5941.9%AVANTIS EMERGINGPULSPGIM Ultra Short Bond ETF$1,877,069$214,039 ▲12.9%37,7451.6%ETFAVGEAvantis All Equity Markets ETF$1,683,113$169,500 ▲11.2%23,6431.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,505,473$2,446,990 ▼-61.9%16,4121.3%ETFIYWiShares U.S. Technology ETF$1,472,127$10,252 ▼-0.7%10,4821.3%ManufacturingIEViShares Europe ETF$1,428,685$9,952 ▼-0.7%24,5481.2%ETFEFGiShares MSCI EAFE Growth ETF$1,366,276$122,998 ▼-8.3%13,6631.2%ETFDFGRDimensional Global Real Estate ETF$1,191,109$78,492 ▲7.1%45,3581.0%ETFVTIVanguard Total Stock Market ETF$929,025$214,665 ▲30.1%3,3800.8%ETFBLESInspire Global Hope ETF$715,609$1,358 ▲0.2%18,9670.6%ETFAVDEAvantis International Equity ETF$709,811$93,241 ▼-11.6%10,7110.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$708,6180.0%10,4190.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$704,580$120,433 ▼-14.6%30,4220.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$682,050$106,421 ▼-13.5%25,7770.6%ETFTPIFTimothy Plan International ETF$614,460$49,190 ▲8.7%21,3730.5%ETFAAPLApple$568,209$87,519 ▼-13.3%2,5580.5%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$564,442$14,329 ▼-2.5%6,0270.5%ETFIVLUiShares MSCI Intl Value Factor ETF$545,589$909 ▼-0.2%18,0000.5%ETFIGMiShares Expanded Tech Sector ETF$539,7380.0%5,9530.5%ETFIWBiShares Russell 1000 ETF$477,591$1,227 ▼-0.3%1,5570.4%ETFGSYInvesco Ultra Short Duration ETF$471,028$265,335 ▼-36.0%9,3980.4%ETFIUSBiShares Core Total USD Bond Market ETF$463,175$81,097 ▼-14.9%10,0520.4%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$455,029$35,189 ▼-7.2%8,4310.4%ETFAJGArthur J. Gallagher & Co.$447,0860.0%1,2950.4%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$421,157$125,526 ▼-23.0%4,2040.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$419,968$20,722 ▼-4.7%8,9780.4%ETFPSECProspect Capital$386,7690.0%94,3340.3%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$361,945$1,853 ▼-0.5%7,4230.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$318,548$793,404 ▼-71.4%6,2830.3%ETFIVEiShares S&P 500 Value ETF$304,924$76,803 ▼-20.1%1,6000.3%ETFSUSLiShares ESG MSCI USA Leaders ETF$274,608$46,375 ▼-14.4%2,8660.2%ManufacturingMSFTMicrosoft$268,481$4,881 ▼-1.8%7150.2%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$242,365$37,765 ▼-13.5%5,3780.2%ETFIVViShares Core S&P 500 ETF$241,8990.0%4310.2%ETFDFACDimensional U.S. Core Equity 2 ETF$238,7490.0%7,2370.2%ETFTLTiShares 20+ Year Treasury Bond ETF$230,378$27,307 ▼-10.6%2,5310.2%ETFAVEMAvantis Emerging Markets Equity ETF$221,728$221,728 ▲New Holding3,6850.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$220,435$64,957 ▼-22.8%4,0010.2%ManufacturingGOOGLAlphabet$215,1820.0%1,3920.2%Computer and TechnologyTFISPDR Nuveen Barclays Municipal Bond ETF$213,1360.0%4,7290.2%FinanceIVWiShares S&P 500 Growth ETF$209,053$4,270 ▼-2.0%2,2520.2%ETFIWRiShares Russell Mid-Cap ETF$206,0400.0%2,4220.2%ETFAMZNAmazon.com$205,7660.0%1,0820.2%Retail/WholesaleMBBiShares MBS ETF$0$260,208 ▼-100.0%00.0%ETFETNEaton$0$214,886 ▼-100.0%00.0%IndustrialsShowing 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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