Ridgeline Wealth Planning, LLC Top Holdings and 13F Report (2025) About Ridgeline Wealth Planning, LLCInvestment ActivityRidgeline Wealth Planning, LLC has $104.48 million in total holdings as of December 31, 2024.Ridgeline Wealth Planning, LLC owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $28,187,547JPMorgan Ultra-Short Income ETF $15,341,488Capital Group Global Growth Equity ETF $12,138,626Capital Group Dividend Value ETF $8,209,826iShares MSCI USA Quality Factor ETF $7,022,083 Sector AllocationMap of 500 Largest Holdings ofRidgeline Wealth Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$28,187,547408,87127.0%ETFJPSTJPMorgan Ultra-Short Income ETF$15,341,488304,57614.7%ETFCGGOCapital Group Global Growth Equity ETF$12,138,626415,42211.6%ETFCGDVCapital Group Dividend Value ETF$8,209,826232,8377.9%ETFQUALiShares MSCI USA Quality Factor ETF$7,022,08339,4326.7%ETFQQQInvesco QQQ$4,870,5789,5274.7%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$4,100,38280,0073.9%ETFCGGRCapital Group Growth ETF$3,836,836103,2243.7%ETFDIVIFranklin International Core Dividend Tilt Index ETF$2,791,05093,0042.7%ETFBXSLBlackstone Secured Lending Fund$2,419,66474,8892.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$2,137,76438,5532.0%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$1,678,46417,3881.6%ETFVTIVanguard Total Stock Market ETF$1,131,4183,9041.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$915,13511,7310.9%ETFSPHQInvesco S&P 500 Quality ETF$807,91312,0530.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$777,08710,8790.7%ETFIVViShares Core S&P 500 ETF$769,0691,3060.7%ETFIJRiShares Core S&P Small-Cap ETF$645,0025,5980.6%ETFPGProcter & Gamble$580,9073,4650.6%Consumer StaplesLAM RESEARCH CORP$562,9617,7940.5%COM NEWSRLNSPDR Blackstone Senior Loan ETF$503,30612,0610.5%ETFSCHDSchwab US Dividend Equity ETF$478,75317,5240.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$432,17512,6630.4%ETFAMZNAmazon.com$413,9891,8870.4%Retail/WholesaleFDNFirst Trust Dow Jones Internet Index Fund$395,6381,6270.4%ETFCGCPCapital Group Core Plus Income ETF$388,70017,5090.4%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$364,6981,9370.3%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$319,3359,2320.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$297,8683,0040.3%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$284,4675,9400.3%ETFNOCNorthrop Grumman$280,6355980.3%AerospaceWMTWalmart$252,5282,7950.2%Retail/WholesaleAAPLApple$252,1731,0070.2%Computer and TechnologyFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$251,2873,3590.2%ETFXCEMColumbia EM Core ex-China ETF$238,0148,0410.2%ETFSMURFIT WESTROCK PLC$205,8533,8220.2%SHSQQQMInvesco NASDAQ 100 ETF$200,1389510.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
