Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $135 Billion
  • Q3 2025

Ridgeline Wealth, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr with a value of $32.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $15.9B, Dimensional ETF Tr Dimensional with a value of $11B, American Centy ETF Tr Avantis with a value of $7.63B, and Dimensional ETF Tr U S Equity with a value of $6.07B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $123B to 135B.

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 $135 Billion
ETFs: $75.4 Billion
Technology: $863 Million
Financial Services: $602 Million
Communication Services: $353 Million
Utilities: $275 Million
Consumer Cyclical: $252 Million
Industrials: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
American Centy ETF Tr
-
$32.7 Billion 24.16% of portfolio
-
Q3 2025 Added 3.96%
$0
$15.9 Billion 11.75% of portfolio
203,264
Q3 2025 Reduced 0.88%
$0
$11 Billion 8.15% of portfolio
336,878
Q3 2025 Added 5.23%
$0
$7.63 Billion 5.63% of portfolio
105,604
Q3 2025 Added 6.15%
$0
$6.07 Billion 4.48% of portfolio
83,781
Q3 2025 Added 4.74%
American Centy ETF Tr
-
$5.84 Billion 4.31% of portfolio
-
Q3 2025 Added 6.46%
$0
$5.57 Billion 4.11% of portfolio
109,721
Q3 2025 Added 21.53%
$0
$5.55 Billion 4.1% of portfolio
51,076
Q3 2025 Reduced 0.42%
$0
$4.71 Billion 3.47% of portfolio
14,139
Q3 2025 Reduced 0.07%
$0
$3.76 Billion 2.77% of portfolio
25,799
Q3 2025 Reduced 0.48%
$0
$3.74 Billion 2.76% of portfolio
65,359
Q3 2025 Added 1.8%
American Centy ETF Tr
-
$3.49 Billion 2.58% of portfolio
-
Q3 2025 Added 8.15%
$0
$3.15 Billion 2.33% of portfolio
16,201
Q3 2025 Reduced 0.77%
$0
$2.8 Billion 2.07% of portfolio
41,331
Q3 2025 Reduced 2.21%
$0
$2.27 Billion 1.67% of portfolio
45,462
Q3 2025 Added 40.5%
-
$1.95 Billion 1.44% of portfolio
-
Q3 2025 Reduced 5.37%
$0
$1.58 Billion 1.17% of portfolio
24,143
Q3 2025 Reduced 0.04%
Dimensional ETF Trust
-
$1.28 Billion 0.94% of portfolio
-
Q3 2025 Added 4.0%
$0
$1.13 Billion 0.83% of portfolio
3,438
Q3 2025 Reduced 24.59%
$0
$1.01 Billion 0.75% of portfolio
12,825
Q3 2025 Reduced 2.68%
$0
$841 Million 0.62% of portfolio
19,811
Q3 2025 Added 15.6%
$0
$753 Million 0.56% of portfolio
22,556
Q3 2025 Added 16.42%
$0
$749 Million 0.55% of portfolio
5,945
Q3 2025 Reduced 0.05%
$0
$729 Million 0.54% of portfolio
22,719
Q3 2025 Reduced 3.23%
$0
$645 Million 0.48% of portfolio
27,464
Q2 2025 Reduced 9.72%
American Centy ETF Tr
-
$615 Million 0.45% of portfolio
-
Q3 2025 Reduced 0.78%
$0
$557 Million 0.41% of portfolio
7,420
Q3 2025 Added 1.1%
$0
$554 Million 0.41% of portfolio
1,515
Q3 2025 Reduced 0.07%
$4.22T
$506 Million 0.37% of portfolio
1,989
Q3 2025 Reduced 12.19%
$0
$468 Million 0.35% of portfolio
10,014
Q3 2025 Reduced 0.06%
$0
$443 Million 0.33% of portfolio
5,494
Q3 2025 Reduced 0.78%
$0
$435 Million 0.32% of portfolio
9,022
Q3 2025 New
$0
$426 Million 0.31% of portfolio
3,741
Q3 2025 Reduced 61.78%
$58.7B
$401 Million 0.3% of portfolio
1,295
Q4 2024 New
$0
$360 Million 0.27% of portfolio
10,153
Q3 2025 Reduced 0.07%
$1.5T
$353 Million 0.26% of portfolio
1,454
Q3 2025 Added 4.45%
$3.86T
$357 Million 0.26% of portfolio
689
Q3 2025 Added 3.61%
$0
$300 Million 0.22% of portfolio
2,560
Q2 2025 Reduced 10.68%
$106B
$275 Million 0.2% of portfolio
2,902
Q3 2025 New
$0
$275 Million 0.2% of portfolio
2,888
Q3 2025 Reduced 7.97%
$2.26T
$252 Million 0.19% of portfolio
1,150
Q3 2025 Added 6.28%
$0
$243 Million 0.18% of portfolio
363
Q3 2025 Reduced 0.82%
Ge Vernova Inc
-
$247 Million 0.18% of portfolio
-
Q3 2025 New
$0
$250 Million 0.18% of portfolio
4,742
Q3 2025 Reduced 0.32%
$0
$243 Million 0.18% of portfolio
4,288
Q3 2025 Reduced 0.02%
$0
$225 Million 0.17% of portfolio
2,236
Q2 2025 Reduced 95.14%
$0
$216 Million 0.16% of portfolio
4,729
Q4 2024 New
$0
$219 Million 0.16% of portfolio
1,816
Q3 2025 Reduced 2.21%
$646B
$201 Million 0.15% of portfolio
399
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $135 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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