Ridgeline Wealth, LLC Purchases and Sells in Q3 2025

Ridgeline Wealth, LLC

$135 Billion
Q3 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMERICAN CENTY ETF TR	16.3K + 3.96%	N/A	428K $32.7B
DFIC	16.7K + 5.23%	$30.76 - $33.01 $515K - $552K	337K $11B
JAAA	19.4K + 21.53%	$50.53 - $50.82 $982K - $988K	110K $5.57B
AVLV	6.12K + 6.15%	$68.33 - $72.69 $418K - $444K	106K $7.63B
AMERICAN CENTY ETF TR	4.94K + 6.46%	N/A	81.4K $5.84B
DFUS	3.79K + 4.74%	$67.01 - $72.84 $254K - $276K	83.8K $6.07B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JBBB	9.02K New	$48.04 - $48.61 $433K - $439K	9.02K $435M
SO	2.9K New	$90.83 - $96.0 $264K - $279K	2.9K $275M
GE VERNOVA INC	402 New	N/A	402 $247M
ETN	560 New	$342.99 - $392.76 $192K - $220K	560 $209M
BRK-B	399 New	$459.11 - $506.91 $183K - $202K	399 $201M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-6.05K - 61.78%	$106.99 - $114.46 $647K - $692K	3.74K $426M
VTI	-1.12K - 24.59%	$303.93 - $329.86 $341K - $370K	3.44K $1.13B
USMV	-250 - 7.97%	$92.18 - $95.14 $23K - $23.8K	2.89K $275M
IUSB	-6 - 0.06%	$45.6 - $46.92 $274 - $282	10K $468M
IVW	-41 - 2.21%	$108.97 - $121.65 $4.47K - $4.99K	1.82K $219M
IVV	-3 - 0.82%	$620.67 - $670.08 $1.86K - $2.01K	363 $243M

Activity Summary All Purchases 21 New Holdings 5 Increased Positions 16 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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