Ridgeline Wealth, LLC Reduced Holdings in Q3 2025

Ridgeline Wealth, LLC

  • $135 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-6.05K
- 61.78%
$106.99 - $114.46 $647K - $692K
3.74K $426M
VTI
Vanguard Total Stock Market Et

ETFs
-1.12K
- 24.59%
$303.93 - $329.86 $341K - $370K
3.44K $1.13B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-250
- 7.97%
$92.18 - $95.14 $23K - $23.8K
2.89K $275M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6
- 0.06%
$45.6 - $46.92 $274 - $282
10K $468M
IVW
Ishares S&P 500 Growth ETF

ETFs
-41
- 2.21%
$108.97 - $121.65 $4.47K - $4.99K
1.82K $219M
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.82%
$620.67 - $670.08 $1.86K - $2.01K
363 $243M
IFRA
Ishares Tr

ETFs
-15
- 0.32%
$49.77 - $52.82 $747 - $792
4.74K $250M
EMGF
Ishares Msci Emerging Markets

ETFs
-1
- 0.02%
$51.93 - $56.75 $51.9 - $56.8
4.29K $243M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-7
- 0.07%
$32.53 - $35.69 $228 - $250
10.2K $360M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-43
- 0.78%
$74.93 - $80.73 $3.22K - $3.47K
5.49K $443M
AVGE
American Centy ETF Tr Avantis
-1.33K
- 5.37%
N/A
23.3K $1.95B
AVDE
American Centy ETF Tr Avantis

ETFs
-353
- 2.68%
$73.24 - $79.04 $25.9K - $27.9K
12.8K $1.01B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.07%
$339.37 - $366.46 $339 - $366
1.52K $554M
American Centy ETF Tr
-69
- 0.78%
N/A
8.74K $615M
AAPL
Apple Inc.

Technology
-276
- 12.19%
$202.38 - $256.87 $55.9K - $70.9K
1.99K $506M
IEV
Ishares Tr Europe ETF

ETFs
-10
- 0.04%
$61.37 - $65.49 $614 - $655
24.1K $1.58B
IGM
Ishares Expanded Tech Sector E

ETFs
-3
- 0.05%
$110.96 - $127.67 $333 - $383
5.95K $749M
EFV
Msci Eafe Value ETF

ETFs
-933
- 2.21%
$62.79 - $68.42 $58.6K - $63.8K
41.3K $2.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-125
- 0.77%
$182.33 - $194.5 $22.8K - $24.3K
16.2K $3.15B
IYW
Ishares Dj Us Tech ETF

ETFs
-14
- 0.14%
$171.38 - $197.01 $2.4K - $2.76K
9.75K $1.91B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-125
- 0.48%
$134.94 - $145.86 $16.9K - $18.2K
25.8K $3.76B
AVUS
American Centy ETF Tr Avantis

ETFs
-216
- 0.42%
$101.2 - $109.16 $21.9K - $23.6K
51.1K $5.55B
OEF
Ishares S&P 100 ETF

ETFs
-10
- 0.07%
N/A
14.1K $4.71B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.81K
- 0.88%
$72.65 - $78.68 $131K - $142K
203K $15.9B
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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