Ridgeline Wealth Planning, LLC Portfolio Holdings

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

Ridgeline Wealth Planning, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 37 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 $33.3B, Jp Morgan ETF Tr Ultra Short I with a value of $17B, Capital Group Global Growth Eq with a value of $14.4B, Capital Group Divid Value ETF with a value of $10.1B, and Blackrock ETF Tr U S Equity Fa with a value of $9.13B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $102B to 121B.

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 $121 Billion
ETFs: $115 Billion
Financial Services: $2.7 Billion
Technology: $1.66 Billion
Consumer Defensive: $897 Million
Consumer Cyclical: $636 Million
Industrials: $301 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $121 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email