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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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