§ 13F · FUND PROFILE
Ridgeline Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121.5T (13F)Positions · 37Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8T 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 FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 448K | $35.9T | 25.6% | +1% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 394K | $19.9T | 14.2% | −9% |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 336K | $11.6T | 8.3% | −15% |
| 4 | DYNF | BLACKROCK ETF TRUST | 184K | $11.2T | 8.0% | +8% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 256K | $11.2T | 8.0% | −2% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 153K | $6.8T | 4.8% | +29% |
| 7 | QQQ | INVESCO QQQ TR | 11K | $6.5T | 4.7% | −5% |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | 139K | $5.4T | 3.9% | +22% |
| 9 | EMXC | ISHARES INC | 42K | $3.0T | 2.2% | +1% |
| 10 | FLQM | FRANKLIN TEMPLETON ETF TR | 36K | $2.1T | 1.5% | +3% |
§ 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 $121469.9 trillion in assets. The fund runs a portfolio of 37 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