Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $123 Billion
  • Q2 2025

Ridgeline Wealth, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr with a value of $29.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.9B, Dimensional ETF Tr Dimensional with a value of $9.95B, American Centy ETF Tr Avantis with a value of $6.79B, and Dimensional ETF Tr U S Equity with a value of $5.36B.

Examining the 13F form we can see an increase of $4.97B in the current position value, from $118B to 123B.

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 $123 Billion
ETFs: $69.5 Billion
Technology: $796 Million
Financial Services: $715 Million
Communication Services: $245 Million
Consumer Cyclical: $237 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
American Centy ETF Tr
-
$29.2 Billion 23.84% of portfolio
-
Q2 2025 New
$0
$14.9 Billion 12.16% of portfolio
205,074
Q2 2025 Reduced 6.3%
$0
$9.95 Billion 8.12% of portfolio
320,145
Q2 2025 Added 2.03%
$0
$6.79 Billion 5.53% of portfolio
99,489
Q2 2025 New
$0
$5.36 Billion 4.37% of portfolio
79,993
Q2 2025 Reduced 16.54%
$0
$5.17 Billion 4.22% of portfolio
51,292
Q2 2025 Reduced 82.4%
American Centy ETF Tr
-
$5.03 Billion 4.1% of portfolio
-
Q2 2025 New
$0
$4.58 Billion 3.74% of portfolio
90,280
Q2 2025 Added 8.24%
$0
$4.31 Billion 3.51% of portfolio
14,149
Q2 2025 Reduced 12.9%
$0
$3.51 Billion 2.86% of portfolio
25,924
Q2 2025 Reduced 0.47%
$0
$3.31 Billion 2.7% of portfolio
64,202
Q2 2025 New
American Centy ETF Tr
-
$3.05 Billion 2.49% of portfolio
-
Q2 2025 Added 18.13%
$0
$2.98 Billion 2.43% of portfolio
16,326
Q2 2025 Reduced 31.42%
$0
$2.68 Billion 2.19% of portfolio
42,264
Q2 2025 Reduced 7.23%
-
$1.91 Billion 1.56% of portfolio
-
Q2 2025 Added 4.3%
$0
$1.69 Billion 1.38% of portfolio
9,764
Q2 2025 Reduced 6.85%
$0
$1.53 Billion 1.25% of portfolio
24,153
Q2 2025 Reduced 1.61%
$0
$1.39 Billion 1.13% of portfolio
4,559
Q2 2025 Added 34.88%
Dimensional ETF Trust
-
$1.21 Billion 0.99% of portfolio
-
Q2 2025 Reduced 0.63%
$0
$1.1 Billion 0.89% of portfolio
9,788
Q2 2025 Reduced 28.36%
$0
$975 Million 0.8% of portfolio
13,178
Q2 2025 Added 23.03%
$0
$696 Million 0.57% of portfolio
17,138
Q2 2025 Reduced 9.64%
$0
$697 Million 0.57% of portfolio
23,477
Q2 2025 Reduced 8.92%
$0
$668 Million 0.55% of portfolio
5,948
Q2 2025 Reduced 0.08%
$0
$638 Million 0.52% of portfolio
27,464
Q2 2025 Reduced 9.72%
$0
$626 Million 0.51% of portfolio
19,375
Q2 2025 Reduced 9.35%
American Centy ETF Tr
-
$574 Million 0.47% of portfolio
-
Q2 2025 Reduced 95.17%
$0
$515 Million 0.42% of portfolio
1,516
Q2 2025 Reduced 2.63%
$0
$503 Million 0.41% of portfolio
7,339
Q2 2025 Added 99.16%
$0
$463 Million 0.38% of portfolio
10,020
Q2 2025 Reduced 0.32%
$3.35T
$465 Million 0.38% of portfolio
2,265
Q2 2025 Reduced 11.45%
$66.3B
$415 Million 0.34% of portfolio
1,295
Q4 2024 New
$0
$415 Million 0.34% of portfolio
5,537
Q2 2025 Reduced 46.86%
$3.75T
$331 Million 0.27% of portfolio
665
Q2 2025 Reduced 6.99%
$0
$334 Million 0.27% of portfolio
10,160
Q2 2025 Reduced 43.56%
$0
$315 Million 0.26% of portfolio
6,289
Q2 2025 Reduced 33.08%
$0
$300 Million 0.24% of portfolio
94,334
Q4 2024 New
$0
$295 Million 0.24% of portfolio
3,138
Q2 2025 Reduced 47.93%
$0
$277 Million 0.23% of portfolio
2,560
Q2 2025 Reduced 10.68%
$1.07T
$245 Million 0.2% of portfolio
1,392
Q4 2024 New
$2.3T
$237 Million 0.19% of portfolio
1,082
Q4 2024 New
$0
$227 Million 0.19% of portfolio
366
Q2 2025 Reduced 15.08%
$0
$234 Million 0.19% of portfolio
4,757
Q2 2025 Reduced 11.55%
$0
$223 Million 0.18% of portfolio
4,289
Q2 2025 Reduced 52.23%
$0
$225 Million 0.18% of portfolio
2,236
Q2 2025 Reduced 95.14%
$0
$211 Million 0.17% of portfolio
4,729
Q4 2024 New
$0
$204 Million 0.17% of portfolio
1,857
Q2 2025 Reduced 17.54%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $123 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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