§ 13F · FUND PROFILE
Ridgeline Wealth, LLC.
AUM · $171M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | 451K | $41M | 23.7% | ±0% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 384K | $14M | 8.4% | +8% |
| 3 | SPYM | SPDR SERIES TRUST | 150K | $13M | 7.7% | ±0% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 117K | $11M | 6.3% | +4% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 96K | $8M | 4.6% | −4% |
| 6 | AVNV | AMERICAN CENTY ETF TR | 92K | $8M | 4.4% | +9% |
| 7 | AVUS | AMERICAN CENTY ETF TR | 56K | $7M | 4.2% | −1% |
| 8 | AVTM | AMERICAN CENTY ETF TR | 128K | $7M | 4.1% | NEW |
| 9 | JAAA | JANUS DETROIT STR TR | 122K | $6M | 3.6% | +1% |
| 10 | AVSC | AMERICAN CENTY ETF TR | 75K | $6M | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGELINE SIGNAL
AC read
Ridgeline Wealth, LLC is a Other fund managing $171 million in assets. The fund runs a portfolio of 60 positions.
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