Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $118 Billion
  • Q1 2025

Ridgeline Wealth, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 54 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 $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.4B, American Centy ETF Tr with a value of $11.1B, Dimensional ETF Tr Dimensional with a value of $8.71B, and Dimensional ETF Tr U S Equity with a value of $5.8B.

Examining the 13F form we can see an decrease of $5.08B in the current position value, from $123B to 118B.

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 $118 Billion
ETFs: $99.4 Billion
Technology: $837 Million
Financial Services: $834 Million
Communication Services: $215 Million
Consumer Cyclical: $206 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $118 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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