§ 13F · FUND PROFILE
Ridgeline Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135M (13F)Positions · 51Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$645K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | 450K | $35M | 25.0% | +1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 354K | $13M | 9.0% | +2% |
| 3 | SPYM | SPDR SERIES TRUST | 150K | $11M | 8.2% | −26% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 113K | $9M | 6.5% | +1% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 100K | $7M | 5.1% | +10% |
| 6 | AVNV | AMERICAN CENTY ETF TR | 84K | $7M | 4.7% | −1% |
| 7 | AVUS | AMERICAN CENTY ETF TR | 56K | $6M | 4.5% | +2% |
| 8 | JAAA | JANUS DETROIT STR TR | 120K | $6M | 4.3% | +1% |
| 9 | AVSC | AMERICAN CENTY ETF TR | 72K | $5M | 3.2% | +3% |
| 10 | OEF | ISHARES TR | 14K | $4M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGELINE SIGNAL
AC read
Ridgeline Wealth, LLC is a Other fund managing $135 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed