Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $123 Billion
  • Q4 2024

Ridgeline Wealth, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 55 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 $26.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $15.2B, American Centy ETF Tr with a value of $9.61B, Dimensional ETF Tr Dimensional with a value of $8.37B, and Dimensional ETF Tr U S Equity with a value of $6.38B.

Examining the 13F form we can see an increase of $123B in the current position value.

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: $106 Billion
Technology: $1.05 Billion
Financial Services: $774 Million
Communication Services: $263 Million
Consumer Cyclical: $237 Million
Industrials: $215 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.7 Billion 21.73% of portfolio
275,080
Q4 2024 New
$0
$15.2 Billion 12.37% of portfolio
220,092
Q4 2024 New
American Centy ETF Tr
-
$9.61 Billion 7.83% of portfolio
-
Q4 2024 New
$0
$8.37 Billion 6.82% of portfolio
323,990
Q4 2024 New
$0
$6.38 Billion 5.2% of portfolio
100,052
Q4 2024 New
$0
$4.9 Billion 3.99% of portfolio
48,826
Q4 2024 New
$0
$4.74 Billion 3.87% of portfolio
26,634
Q4 2024 New
$0
$4.7 Billion 3.83% of portfolio
16,287
Q4 2024 New
$0
$4.55 Billion 3.71% of portfolio
89,695
Q4 2024 New
$0
$3.94 Billion 3.21% of portfolio
43,088
Q4 2024 New
$0
$3.4 Billion 2.77% of portfolio
26,417
Q4 2024 New
$0
$2.49 Billion 2.03% of portfolio
47,372
Q4 2024 New
American Centy ETF Tr
-
$2.18 Billion 1.78% of portfolio
-
Q4 2024 New
$0
$1.68 Billion 1.37% of portfolio
10,555
Q4 2024 New
$0
$1.66 Billion 1.35% of portfolio
33,441
Q4 2024 New
-
$1.54 Billion 1.25% of portfolio
-
Q4 2024 New
$0
$1.29 Billion 1.05% of portfolio
24,719
Q4 2024 New
$0
$1.11 Billion 0.9% of portfolio
21,932
Q4 2024 New
Dimensional ETF Trust
-
$1.08 Billion 0.88% of portfolio
-
Q4 2024 New
$0
$809 Million 0.66% of portfolio
35,622
Q4 2024 New
$0
$780 Million 0.64% of portfolio
29,799
Q4 2024 New
$0
$753 Million 0.61% of portfolio
2,599
Q4 2024 New
$0
$744 Million 0.61% of portfolio
10,419
Q4 2024 New
$0
$744 Million 0.61% of portfolio
12,118
Q4 2024 New
$0
$736 Million 0.6% of portfolio
14,692
Q4 2024 New
$3.89T
$739 Million 0.6% of portfolio
2,952
Q4 2024 New
$0
$700 Million 0.57% of portfolio
18,931
Q4 2024 New
$0
$608 Million 0.5% of portfolio
5,953
Q4 2024 New
$0
$549 Million 0.45% of portfolio
6,180
Q4 2024 New
$0
$545 Million 0.44% of portfolio
5,457
Q4 2024 New
$0
$534 Million 0.44% of portfolio
11,812
Q4 2024 New
$0
$523 Million 0.43% of portfolio
19,662
Q4 2024 New
$0
$503 Million 0.41% of portfolio
1,561
Q4 2024 New
$0
$489 Million 0.4% of portfolio
18,030
Q4 2024 New
$0
$474 Million 0.39% of portfolio
9,083
Q4 2024 New
$0
$426 Million 0.35% of portfolio
9,421
Q4 2024 New
$0
$407 Million 0.33% of portfolio
94,334
Q4 2024 New
$0
$382 Million 0.31% of portfolio
2,003
Q4 2024 New
$0
$382 Million 0.31% of portfolio
7,461
Q4 2024 New
$58.8B
$368 Million 0.3% of portfolio
1,295
Q4 2024 New
$0
$345 Million 0.28% of portfolio
3,350
Q4 2024 New
$3.15T
$307 Million 0.25% of portfolio
728
Q4 2024 New
$0
$288 Million 0.23% of portfolio
6,216
Q4 2024 New
$0
$287 Million 0.23% of portfolio
5,180
Q4 2024 New
$0
$260 Million 0.21% of portfolio
2,838
Q4 2024 New
$1.17T
$263 Million 0.21% of portfolio
1,392
Q4 2024 New
$0
$253 Million 0.21% of portfolio
431
Q4 2024 New
$0
$250 Million 0.2% of portfolio
7,237
Q4 2024 New
$0
$247 Million 0.2% of portfolio
2,831
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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