§ 13F · FUND PROFILE
Ridgeline Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 42Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$417K 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 MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 449K | $34M | 25.1% | ±0% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 393K | $20M | 14.5% | ±0% |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 340K | $11M | 8.3% | +1% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 252K | $11M | 7.8% | −2% |
| 5 | DYNF | BLACKROCK ETF TRUST | 181K | $11M | 7.7% | −1% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 154K | $6M | 4.5% | +1% |
| 7 | QQQ | INVESCO QQQ TR | 11K | $6M | 4.5% | ±0% |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | 139K | $6M | 4.0% | ±0% |
| 9 | EMXC | ISHARES INC | 40K | $3M | 2.3% | −5% |
| 10 | FLQM | FRANKLIN TEMPLETON ETF TR | 36K | $2M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGELINE SIGNAL
AC read
Ridgeline Wealth Planning, LLC is a Other fund managing $133 million in assets. The fund runs a portfolio of 42 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