Ridgeline Wealth, LLC
CIK 0001934226 · MESA, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$170.9M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVLC
AMERICAN CENTY ETF TR
23.7%
DFIC
DIMENSIONAL ETF TRUST
8.4%
SPYM
SPDR SERIES TRUST
7.7%
AVLV
AMERICAN CENTY ETF TR
6.3%
DFUS
DIMENSIONAL ETF TRUST
4.6%
AVNV
AMERICAN CENTY ETF TR
4.4%
AVUS
AMERICAN CENTY ETF TR
4.2%
AVTM
AMERICAN CENTY ETF TR
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.