Ridgeline Wealth Planning, LLC Portfolio Holdings

Ridgeline Wealth Planning, LLC

  • $102 Billion
  • Q1 2025

Ridgeline Wealth Planning, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $27.6B, Jp Morgan ETF Tr Ultra Short I with a value of $15.7B, Capital Group Global Growth Eq with a value of $12B, Capital Group Divid Value ETF with a value of $8.56B, and Ishares Msci Usa Quality Facto with a value of $6.82B.

Examining the 13F form we can see an decrease of $2.73B in the current position value, from $104B to 102B.

Ridgeline Wealth Planning, LLC is based out at Centerville, OH

Below you can find more details about Ridgeline Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $98.2 Billion
Technology: $974 Million
Consumer Defensive: $852 Million
Consumer Cyclical: $451 Million
Financial Services: $384 Million
Industrials: $310 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Billion 27.12% of portfolio
419,586
Q1 2025 Added 2.62%
$0
$15.7 Billion 15.41% of portfolio
309,681
Q1 2025 Added 1.68%
$0
$12 Billion 11.8% of portfolio
423,957
Q1 2025 Added 2.05%
$0
$8.56 Billion 8.41% of portfolio
240,249
Q1 2025 Added 3.18%
$0
$6.82 Billion 6.7% of portfolio
39,888
Q1 2025 Added 1.16%
$0
$4.54 Billion 4.46% of portfolio
9,684
Q1 2025 Added 1.65%
$0
$4.12 Billion 4.05% of portfolio
84,512
Q1 2025 Added 5.63%
$0
$3.59 Billion 3.53% of portfolio
104,755
Q1 2025 Added 1.48%
$0
$3.38 Billion 3.32% of portfolio
103,581
Q1 2025 Added 11.37%
$0
$2.04 Billion 2.0% of portfolio
37,016
Q1 2025 Reduced 3.99%
$0
$1.45 Billion 1.42% of portfolio
27,304
Q1 2025 New
$0
$1.1 Billion 1.08% of portfolio
1,952
Q1 2025 Added 49.46%
$0
$1.07 Billion 1.05% of portfolio
3,904
Q4 2024 New
$0
$958 Million 0.94% of portfolio
12,132
Q1 2025 Added 3.42%
$0
$740 Million 0.73% of portfolio
10,879
Q4 2024 New
$0
$713 Million 0.7% of portfolio
10,744
Q1 2025 Reduced 10.86%
Lam Research Corp
-
$574 Million 0.56% of portfolio
-
Q1 2025 Added 1.35%
$0
$566 Million 0.56% of portfolio
5,411
Q1 2025 Reduced 3.34%
$0
$492 Million 0.48% of portfolio
11,950
Q1 2025 Reduced 0.92%
$0
$470 Million 0.46% of portfolio
16,827
Q1 2025 Reduced 3.98%
$1.88T
$451 Million 0.44% of portfolio
2,372
Q1 2025 Added 25.7%
$0
$432 Million 0.42% of portfolio
11,862
Q1 2025 Reduced 6.33%
$3.42T
$406 Million 0.4% of portfolio
1,829
Q1 2025 Added 81.63%
$4.84B
$384 Million 0.38% of portfolio
11,854
Q1 2025 Reduced 84.17%
$0
$376 Million 0.37% of portfolio
16,743
Q1 2025 Reduced 4.37%
$0
$361 Million 0.36% of portfolio
1,627
Q4 2024 New
$0
$336 Million 0.33% of portfolio
1,937
Q4 2024 New
$74.9B
$310 Million 0.3% of portfolio
606
Q1 2025 Added 1.34%
$0
$305 Million 0.3% of portfolio
9,232
Q4 2024 New
$271B
$297 Million 0.29% of portfolio
2,740
Q1 2025 New
$0
$287 Million 0.28% of portfolio
2,888
Q1 2025 Reduced 3.86%
$2.95T
$270 Million 0.27% of portfolio
720
Q1 2025 New
$264B
$239 Million 0.24% of portfolio
2,728
Q1 2025 Reduced 2.4%
$0
$234 Million 0.23% of portfolio
3,359
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $102 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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