§ 13F · FUND PROFILE
Ridgeline Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122.6T (13F)Positions · 48Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$609.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | 444K | $34.9T | 24.2% | +4% |
| 2 | SPYM | SPDR SERIES TRUST | 201K | $16.2T | 11.2% | −1% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 349K | $12.0T | 8.3% | +4% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 112K | $8.5T | 5.9% | +6% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 91K | $6.8T | 4.7% | +9% |
| 6 | AVNV | AMERICAN CENTY ETF TR | 84K | $6.3T | 4.4% | +4% |
| 7 | AVUS | AMERICAN CENTY ETF TR | 55K | $6.2T | 4.3% | +8% |
| 8 | JAAA | JANUS DETROIT STR TR | 119K | $6.0T | 4.2% | +9% |
| 9 | OEF | ISHARES TR | 14K | $4.8T | 3.4% | ±0% |
| 10 | AVSC | AMERICAN CENTY ETF TR | 70K | $4.1T | 2.9% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGELINE SIGNAL
AC read
Ridgeline Wealth, LLC is a Other fund managing $122605.7 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed