§ 13F · FUND PROFILE
Ridgeline Wealth Planning, LLC.
AUM · $158M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$920K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 479K | $42M | 26.7% | +7% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 396K | $20M | 12.7% | +1% |
| 3 | DYNF | BLACKROCK ETF TRUST | 216K | $15M | 9.3% | +19% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 273K | $13M | 8.5% | +8% |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 264K | $11M | 7.1% | −22% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 182K | $9M | 5.4% | +18% |
| 7 | QQQ | INVESCO QQQ TR | 9K | $7M | 4.2% | −16% |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | 137K | $6M | 3.7% | −2% |
| 9 | EMXC | ISHARES INC | 36K | $4M | 2.3% | −10% |
| 10 | BAI | BLACKROCK ETF TRUST | 45K | $2M | 1.5% | +29% |
§ 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 $158 million in assets. The fund runs a portfolio of 53 positions.
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