Ridgeline Wealth Planning, LLC
CIK 0002013788 · CENTERVILLE, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$157.8M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
26.7%
JPST
J P MORGAN EXCHANGE TRADED F
12.7%
DYNF
BLACKROCK ETF TRUST
9.3%
CGDV
CAPITAL GROUP DIVIDEND VALUE
8.5%
CGGO
CAPITAL GROUP GBL GROWTH EQT
7.1%
CGGR
CAPITAL GROUP GROWTH ETF
5.4%
QQQ
INVESCO QQQ TR
4.2%
DIVI
FRANKLIN TEMPLETON ETF TR
3.7%
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.