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The Analysis of Ridgeline Wealth, LLC's Holdings & P&L

Currently, Ridgeline Wealth, LLC holds 60 types of securities in its portfolio with a total value $170.9M. In the most recent quarter, they have increased their positions in N/A (+128.1K shares, valued at $7.0M), MSFT (+3.4K shares, valued at $1.3M), DFIC (+29.1K shares, valued at $1.1M); decreased their positions in JBBB (-11.3K shares, valued at $532.8K), DFUS (-4.0K shares, valued at $324.2K), AVDE (-1.5K shares, valued at $135.4K); initiated new positions in N/A (+128.1K shares, valued at $7.0M), VGT (+6.5K shares, valued at $773.5K), JPST (+11.8K shares, valued at $595.5K).

1M P&L

+865.7K+0.59%

3M P&L

+4.9M+3.44%

HY P&L

+6.9M+4.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.8M

96.1%

2Software - Infrastructure1.6M

1.1%

3Internet Content & Information672.7K

0.5%

Top Industries by Stock Count

1N/A42 stocks

76.4%

2Semiconductors1 stocks

1.8%

3Internet Content & Information1 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLC AMERICAN CENTY ETF TR450.7K shares0.24%2026-06-302026-07-06

DFIC DIMENSIONAL ETF TRUST383.5K shares8.21%2026-06-302026-07-06

SPDR SERIES TRUST SPDR SERIES TRUST150.0K shares0.08%2026-06-302026-07-06

AVLV AMERICAN CENTY ETF TR117.2K shares3.64%2026-06-302026-07-06

DFUS DIMENSIONAL ETF TRUST96.4K shares-3.94%2026-06-302026-07-06

AVNV AMERICAN CENTY ETF TR91.5K shares9.16%2026-06-302026-07-06

AVUS AMERICAN CENTY ETF TR55.7K shares-1.02%2026-06-302026-07-06

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR128.1K sharesnew addition2026-06-302026-07-06

Sponsored

JAAA JANUS DETROIT STR TR121.6K shares1.27%2026-06-302026-07-06

AVSC AMERICAN CENTY ETF TR75.4K shares4.04%2026-06-302026-07-06

OEF ISHARES TR14.0K shares-0.88%2026-06-302026-07-06

AVXC AMERICAN CENTY ETF TR57.7K shares-1.33%2026-06-302026-07-06

QUAL ISHARES TR15.0K shares-0.01%2026-06-302026-07-06

ESGU ISHARES TR18.2K shares-0.83%2026-06-302026-07-06

AVGE AMERICAN CENTY ETF TR27.6K shares-1.14%2026-06-302026-07-06

PULS PGIM ETF TR50.8K shares17.90%2026-06-302026-07-06

Sponsored

JBBB JANUS DETROIT STR TR47.6K shares-19.13%2026-06-302026-07-06

EFV ISHARES TR26.4K shares-1.24%2026-06-302026-07-06

DFGR DIMENSIONAL ETF TRUST58.5K shares5.61%2026-06-302026-07-06

IYW ISHARES TR6.6K shares-0.18%2026-06-302026-07-06

IEV ISHARES TR22.7K shares-1.27%2026-06-302026-07-06

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares30.16%2026-06-302026-07-06

MSFT MICROSOFT CORP4.2K shares443.01%2026-06-302026-07-06

BLES NORTHERN LTS FD TR IV20.1K shares2.45%2026-06-302026-07-06

Sponsored

DFEM DIMENSIONAL ETF TRUST21.9K shares-2.78%2026-06-302026-07-06

AVDE AMERICAN CENTY ETF TR9.3K shares-14.00%2026-06-302026-07-06

IGM ISHARES TR4.9K shares-0.93%2026-06-302026-07-06

TPIF TIMOTHY PLAN21.1K shares4.63%2026-06-302026-07-06

VGT VANGUARD WORLD FD6.5K sharesnew addition2026-06-302026-07-06

AVEM AMERICAN CENTY ETF TR7.5K shares0.17%2026-06-302026-07-06

AVGV AMERICAN CENTY ETF TR8.4K shares1.28%2026-06-302026-07-06

GOOGL ALPHABET INC1.9K shares36.15%2026-06-302026-07-06

Sponsored

JPST J P MORGAN EXCHANGE TRADED F11.8K sharesnew addition2026-06-302026-07-06

VOO VANGUARD INDEX FDS857 sharesnew addition2026-06-302026-07-06

AAPL APPLE INC1.8K shares-11.48%2026-06-302026-07-06

AMD ADVANCED MICRO DEVICES INC836 sharesnew addition2026-06-302026-07-06

SCHZ SCHWAB STRATEGIC TR20.9K shares0.00%2026-06-302026-07-06

SPTM SPDR SERIES TRUST5.3K shares0.57%2026-06-302026-07-06

IWB ISHARES TR1.2K shares0.00%2026-06-302026-07-06

IUSB ISHARES TR10.0K shares0.00%2026-06-302026-07-06

Sponsored

GEV GE VERNOVA INC367 shares-2.91%2026-06-302026-07-06

SGOV ISHARES TR3.7K shares0.00%2026-06-302026-07-06

SUSL ISHARES TR2.6K shares-0.04%2026-06-302026-07-06

GLW CORNING INC1.3K sharesnew addition2026-06-302026-07-06

VIS VANGUARD WORLD FD928 sharesnew addition2026-06-302026-07-06

VRT VERTIV HOLDINGS CO925 shares-1.07%2026-06-302026-07-06

AJG GALLAGHER ARTHUR J & CO1.3K shares0.00%2026-06-302026-07-06

EMGF ISHARES INC4.0K shares0.00%2026-06-302026-07-06

Sponsored

AMZN AMAZON COM INC1.2K shares0.00%2026-06-302026-07-06

SOUTHERN CO SOUTHERN CO3.0K shares0.50%2026-06-302026-07-06

IFRA ISHARES TR4.4K shares-1.86%2026-06-302026-07-06

IVLU ISHARES TR6.5K shares0.00%2026-06-302026-07-06

ISHARES TR ISHARES TR349 shares-3.86%2026-06-302026-07-06

JNJ JOHNSON & JOHNSON1.0K shares1.62%2026-06-302026-07-06

ETN EATON CORP PLC583 shares0.00%2026-06-302026-07-06

AEP AMERICAN ELEC PWR CO INC1.7K shares-2.84%2026-06-302026-07-06

Sponsored

TFI SPDR SERIES TRUST4.7K shares0.00%2026-06-302026-07-06

USMV ISHARES TR2.2K shares-6.29%2026-06-302026-07-06

IVW ISHARES TR1.5K sharesnew addition2026-06-302026-07-06

BRK.B BERKSHIRE HATHAWAY INC DEL403 sharesnew addition2026-06-302026-07-06

AVLC

AMERICAN CENTY ETF TR

0.24%

Shares450.7K

Event2026-06-30

Filed2026-07-06

DFIC

DIMENSIONAL ETF TRUST

8.21%

Shares383.5K

Event2026-06-30

Filed2026-07-06

SPDR SERIES TRUST

0.08%

Shares150.0K

Event2026-06-30

Filed2026-07-06

AVLV

AMERICAN CENTY ETF TR

3.64%

Shares117.2K

Event2026-06-30

Filed2026-07-06

DFUS

DIMENSIONAL ETF TRUST

-3.94%

Shares96.4K

Event2026-06-30

Filed2026-07-06

AVNV

AMERICAN CENTY ETF TR

9.16%

Shares91.5K

Event2026-06-30

Filed2026-07-06

AVUS

AMERICAN CENTY ETF TR

-1.02%

Shares55.7K

Event2026-06-30

Filed2026-07-06

AMERICAN CENTY ETF TR

New

Shares128.1K

Event2026-06-30

Filed2026-07-06

JAAA

JANUS DETROIT STR TR

1.27%

Shares121.6K

Event2026-06-30

Filed2026-07-06

AVSC

AMERICAN CENTY ETF TR

4.04%

Shares75.4K

Event2026-06-30

Filed2026-07-06

OEF

ISHARES TR

-0.88%

Shares14.0K

Event2026-06-30

Filed2026-07-06

AVXC

AMERICAN CENTY ETF TR

-1.33%

Shares57.7K

Event2026-06-30

Filed2026-07-06

QUAL

ISHARES TR

-0.01%

Shares15.0K

Event2026-06-30

Filed2026-07-06

ESGU

ISHARES TR

-0.83%

Shares18.2K

Event2026-06-30

Filed2026-07-06

AVGE

AMERICAN CENTY ETF TR

-1.14%

Shares27.6K

Event2026-06-30

Filed2026-07-06

PULS

PGIM ETF TR

17.90%

Shares50.8K

Event2026-06-30

Filed2026-07-06

JBBB

JANUS DETROIT STR TR

-19.13%

Shares47.6K

Event2026-06-30

Filed2026-07-06

EFV

ISHARES TR

-1.24%

Shares26.4K

Event2026-06-30

Filed2026-07-06

DFGR

DIMENSIONAL ETF TRUST

5.61%

Shares58.5K

Event2026-06-30

Filed2026-07-06

IYW

ISHARES TR

-0.18%

Shares6.6K

Event2026-06-30

Filed2026-07-06

IEV

ISHARES TR

-1.27%

Shares22.7K

Event2026-06-30

Filed2026-07-06

VANGUARD INDEX FDS

30.16%

Shares4.4K

Event2026-06-30

Filed2026-07-06

MSFT

MICROSOFT CORP

443.01%

Shares4.2K

Event2026-06-30

Filed2026-07-06

BLES

NORTHERN LTS FD TR IV

2.45%

Shares20.1K

Event2026-06-30

Filed2026-07-06

DFEM

DIMENSIONAL ETF TRUST

-2.78%

Shares21.9K

Event2026-06-30

Filed2026-07-06

AVDE

AMERICAN CENTY ETF TR

-14.00%

Shares9.3K

Event2026-06-30

Filed2026-07-06

IGM

ISHARES TR

-0.93%

Shares4.9K

Event2026-06-30

Filed2026-07-06

TPIF

TIMOTHY PLAN

4.63%

Shares21.1K

Event2026-06-30

Filed2026-07-06

VGT

VANGUARD WORLD FD

New

Shares6.5K

Event2026-06-30

Filed2026-07-06

AVEM

AMERICAN CENTY ETF TR

0.17%

Shares7.5K

Event2026-06-30

Filed2026-07-06

AVGV

AMERICAN CENTY ETF TR

1.28%

Shares8.4K

Event2026-06-30

Filed2026-07-06

GOOGL

ALPHABET INC

36.15%

Shares1.9K

Event2026-06-30

Filed2026-07-06

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares11.8K

Event2026-06-30

Filed2026-07-06

VOO

VANGUARD INDEX FDS

New

Shares857

Event2026-06-30

Filed2026-07-06

AAPL

APPLE INC

-11.48%

Shares1.8K

Event2026-06-30

Filed2026-07-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares836

Event2026-06-30

Filed2026-07-06

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-06

SPTM

SPDR SERIES TRUST

0.57%

Shares5.3K

Event2026-06-30

Filed2026-07-06

IWB

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-06

IUSB

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-06

GEV

GE VERNOVA INC

-2.91%

Shares367

Event2026-06-30

Filed2026-07-06

SGOV

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-06

SUSL

ISHARES TR

-0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-06

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-06

VIS

VANGUARD WORLD FD

New

Shares928

Event2026-06-30

Filed2026-07-06

VRT

VERTIV HOLDINGS CO

-1.07%

Shares925

Event2026-06-30

Filed2026-07-06

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-06

EMGF

ISHARES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-06

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-06

SOUTHERN CO

0.50%

Shares3.0K

Event2026-06-30

Filed2026-07-06

IFRA

ISHARES TR

-1.86%

Shares4.4K

Event2026-06-30

Filed2026-07-06

IVLU

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-06

ISHARES TR

-3.86%

Shares349

Event2026-06-30

Filed2026-07-06

JNJ

JOHNSON & JOHNSON

1.62%

Shares1.0K

Event2026-06-30

Filed2026-07-06

ETN

EATON CORP PLC

0.00%

Shares583

Event2026-06-30

Filed2026-07-06

AEP

AMERICAN ELEC PWR CO INC

-2.84%

Shares1.7K

Event2026-06-30

Filed2026-07-06

TFI

SPDR SERIES TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-06

USMV

ISHARES TR

-6.29%

Shares2.2K

Event2026-06-30

Filed2026-07-06

IVW

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares403

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available