Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $118 Billion
  • Q1 2025

Ridgeline Wealth, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.4B, American Centy ETF Tr with a value of $11.1B, Dimensional ETF Tr Dimensional with a value of $8.71B, and Dimensional ETF Tr U S Equity with a value of $5.8B.

Examining the 13F form we can see an decrease of $5.08B in the current position value, from $123B to 118B.

Ridgeline Wealth, LLC is based out at Mesa, AZ

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

Portfolio value $118 Billion
ETFs: $99.4 Billion
Technology: $837 Million
Financial Services: $834 Million
Communication Services: $215 Million
Consumer Cyclical: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.9 Billion 22.89% of portfolio
291,490
Q1 2025 Added 5.97%
$0
$14.4 Billion 12.24% of portfolio
218,867
Q1 2025 Reduced 0.56%
American Centy ETF Tr
-
$11.1 Billion 9.41% of portfolio
-
Q1 2025 Added 15.59%
$0
$8.71 Billion 7.41% of portfolio
313,770
Q1 2025 Reduced 3.15%
$0
$5.8 Billion 4.93% of portfolio
95,844
Q1 2025 Reduced 4.21%
$0
$4.63 Billion 3.94% of portfolio
46,026
Q1 2025 Reduced 5.73%
$0
$4.4 Billion 3.74% of portfolio
16,245
Q1 2025 Reduced 0.26%
$0
$4.23 Billion 3.6% of portfolio
83,407
Q1 2025 Reduced 7.01%
$0
$4.07 Billion 3.46% of portfolio
23,807
Q1 2025 Reduced 10.61%
$0
$3.18 Billion 2.7% of portfolio
26,046
Q1 2025 Reduced 1.4%
$0
$2.69 Billion 2.28% of portfolio
45,560
Q1 2025 Reduced 3.83%
American Centy ETF Tr
-
$2.22 Billion 1.89% of portfolio
-
Q1 2025 Added 3.68%
$0
$1.88 Billion 1.6% of portfolio
37,745
Q1 2025 Added 12.87%
-
$1.68 Billion 1.43% of portfolio
-
Q1 2025 Added 11.2%
$0
$1.51 Billion 1.28% of portfolio
16,412
Q1 2025 Reduced 61.91%
$0
$1.47 Billion 1.25% of portfolio
10,482
Q1 2025 Reduced 0.69%
$0
$1.37 Billion 1.16% of portfolio
13,663
Q1 2025 Reduced 8.26%
Dimensional ETF Trust
-
$1.19 Billion 1.01% of portfolio
-
Q1 2025 Added 7.05%
$0
$929 Million 0.79% of portfolio
3,380
Q1 2025 Added 30.05%
$0
$716 Million 0.61% of portfolio
18,967
Q1 2025 Added 0.19%
$0
$705 Million 0.6% of portfolio
30,422
Q1 2025 Reduced 14.6%
$0
$709 Million 0.6% of portfolio
10,419
Q4 2024 New
$0
$710 Million 0.6% of portfolio
10,711
Q1 2025 Reduced 11.61%
$0
$682 Million 0.58% of portfolio
25,777
Q1 2025 Reduced 13.5%
$0
$614 Million 0.52% of portfolio
21,373
Q1 2025 Added 8.7%
$0
$564 Million 0.48% of portfolio
6,027
Q1 2025 Reduced 2.48%
$3.57T
$568 Million 0.48% of portfolio
2,558
Q1 2025 Reduced 13.35%
$0
$540 Million 0.46% of portfolio
5,953
Q4 2024 New
$0
$546 Million 0.46% of portfolio
18,000
Q1 2025 Reduced 0.17%
$0
$478 Million 0.41% of portfolio
1,557
Q1 2025 Reduced 0.26%
$0
$471 Million 0.4% of portfolio
9,398
Q1 2025 Reduced 36.03%
$0
$455 Million 0.39% of portfolio
8,431
Q1 2025 Reduced 7.18%
$0
$463 Million 0.39% of portfolio
10,052
Q1 2025 Reduced 14.9%
$72.6B
$447 Million 0.38% of portfolio
1,295
Q4 2024 New
$0
$421 Million 0.36% of portfolio
4,204
Q1 2025 Reduced 22.96%
$0
$420 Million 0.36% of portfolio
8,978
Q1 2025 Reduced 4.7%
$0
$387 Million 0.33% of portfolio
94,334
Q4 2024 New
$0
$362 Million 0.31% of portfolio
7,423
Q1 2025 Reduced 0.51%
$0
$319 Million 0.27% of portfolio
6,283
Q1 2025 Reduced 71.35%
$0
$305 Million 0.26% of portfolio
1,600
Q1 2025 Reduced 20.12%
$0
$275 Million 0.23% of portfolio
2,866
Q1 2025 Reduced 14.45%
$2.8T
$268 Million 0.23% of portfolio
715
Q1 2025 Reduced 1.79%
$0
$242 Million 0.21% of portfolio
5,378
Q1 2025 Reduced 13.48%
$0
$242 Million 0.21% of portfolio
431
Q4 2024 New
$0
$230 Million 0.2% of portfolio
2,531
Q1 2025 Reduced 10.6%
$0
$239 Million 0.2% of portfolio
7,237
Q4 2024 New
$0
$220 Million 0.19% of portfolio
4,001
Q1 2025 Reduced 22.76%
$0
$222 Million 0.19% of portfolio
3,685
Q1 2025 New
$0
$213 Million 0.18% of portfolio
4,729
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $118 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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