Ridgeline Wealth, LLC
Ridgeline Wealth, LLC reported 60 positions worth $170.9M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: AVLC (23.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVLC | SH | $40.5M | 23.72% | 450,687 | — | — | |
| ▸ 2 | DFIC | SH | $14.3M | 8.36% | 383,536 | — | — | |
| ▸ 3 | SPYM | SH | $13.2M | 7.71% | 150,016 | — | — | |
| ▸ 4 | AVLV | SH | $10.7M | 6.25% | 117,201 | — | — | |
| ▸ 5 | DFUS | SH | $7.9M | 4.62% | 96,370 | — | — | |
| ▸ 6 | AVNV | SH | $7.6M | 4.42% | 91,502 | — | — | |
| ▸ 7 | AVUS | SH | $7.1M | 4.17% | 55,692 | — | — | |
| ▸ 8 | AVTM | SH | $7.0M | 4.08% | 128,110 | — | — | |
| ▸ 9 | JAAA | SH | $6.1M | 3.59% | 121,588 | — | — | |
| ▸ 10 | AVSC | SH | $5.5M | 3.23% | 75,375 | — | — |
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Frequently Asked Questions
What stocks does Ridgeline Wealth, LLC hold as of Q2 2026?
Ridgeline Wealth, LLC reported 60 positions worth $170.9M in its Q2 2026 13F filing. Largest positions: AVLC (23.7%), DFIC (8.4%), SPYM (7.7%), AVLV (6.3%) and DFUS (4.6%).
What did Ridgeline Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ridgeline Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.