Sponsored

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

Currently, Ridgeline Wealth Planning, LLC holds 51 types of securities in its portfolio with a total value $136.9M. In the most recent quarter, they have increased their positions in BXSL (+16.6K shares, valued at $392.4K), BILS (+3.4K shares, valued at $339.9K), AAPL (+963 shares, valued at $244.4K); decreased their positions in PH (-209 shares, valued at $187.1K), EMXC (-2.3K shares, valued at $178.7K), CGDV (-4.1K shares, valued at $174.6K); initiated new positions in PPA (+1.3K shares, valued at $209.9K), N/A (+433 shares, valued at $207.5K).

1M P&L

+5.3M+3.93%

3M P&L

+7.3M+5.44%

HY P&L

+12.9M+10.12%

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/A118.6M

93.6%

2Insurance - Specialty1.7M

1.3%

3Asset Management1.1M

0.9%

Top Industries by Stock Count

1N/A32 stocks

72.7%

2Internet Retail1 stocks

2.3%

3Consumer Electronics1 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST448.5K shares0.12%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F393.4K shares-0.24%2026-03-312026-05-05

CGGO CAPITAL GROUP GBL GROWTH EQT340.4K shares1.29%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE251.6K shares-1.60%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST181.3K shares-1.25%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF154.2K shares0.95%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR10.7K shares0.13%2026-03-312026-05-05

DIVI FRANKLIN TEMPLETON ETF TR138.9K shares0.02%2026-03-312026-05-05

Sponsored

EMXC ISHARES INC39.5K shares-5.43%2026-03-312026-05-05

FLQM FRANKLIN TEMPLETON ETF TR36.3K shares-0.39%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR21.9K shares-3.26%2026-03-312026-05-05

IVV ISHARES TR2.7K shares5.65%2026-03-312026-05-05

MTG MGIC INVT CORP WIS63.9K shares0.00%2026-03-312026-05-05

ITA ISHARES TR6.9K shares-1.46%2026-03-312026-05-05

VTI VANGUARD INDEX FDS3.9K shares0.03%2026-03-312026-05-05

BAI BLACKROCK ETF TRUST35.1K shares-0.09%2026-03-312026-05-05

Sponsored

BXSL BLACKSTONE SECD LENDING FD46.9K shares54.64%2026-03-312026-05-05

AAPL APPLE INC3.9K shares33.29%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-11.97%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS11.7K shares-6.23%2026-03-312026-05-05

QUAL ISHARES TR4.7K shares-13.18%2026-03-312026-05-05

SPTM SPDR SERIES TRUST10.9K shares0.00%2026-03-312026-05-05

NVDA NVIDIA CORPORATION4.6K shares13.73%2026-03-312026-05-05

SPHQ INVESCO EXCHANGE TRADED FD T9.7K shares0.91%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC3.4K shares5.32%2026-03-312026-05-05

IJR ISHARES TR5.4K shares-11.43%2026-03-312026-05-05

PG PROCTER & GAMBLE CO4.5K shares5.21%2026-03-312026-05-05

BILS SPDR SERIES TRUST6.2K shares125.02%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS11.7K shares53.15%2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR13.2K shares-0.36%2026-03-312026-05-05

MSFT MICROSOFT CORP1.3K shares3.10%2026-03-312026-05-05

QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-05-05

Sponsored

NOC NORTHROP GRUMMAN CORP608 shares0.16%2026-03-312026-05-05

CGCP CAPITAL GRP FIXED INCM ETF T18.4K shares5.55%2026-03-312026-05-05

GLD SPDR GOLD TR933 shares-1.89%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR12.9K shares-0.78%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.3K shares4.08%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP437 shares-32.35%2026-03-312026-05-05

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.3K shares15.24%2026-03-312026-05-05

Sponsored

WMT WALMART INC3.0K shares-14.06%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2026-03-312026-05-05

FXR FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-03-312026-05-05

XCEM COLUMBIA ETF TR II6.6K shares2.06%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.1K shares2.42%2026-03-312026-05-05

ALPHABET INC ALPHABET INC786 shares5.22%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO738 shares0.27%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II886 shares4.36%2026-03-312026-05-05

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL433 sharesnew addition2026-03-312026-05-05

FXH FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-05-05

SPYM

SPDR SERIES TRUST

0.12%

Shares448.5K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

-0.24%

Shares393.4K

Event2026-03-31

Filed2026-05-05

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.29%

Shares340.4K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.60%

Shares251.6K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

-1.25%

Shares181.3K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

0.95%

Shares154.2K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.13%

Shares10.7K

Event2026-03-31

Filed2026-05-05

DIVI

FRANKLIN TEMPLETON ETF TR

0.02%

Shares138.9K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

-5.43%

Shares39.5K

Event2026-03-31

Filed2026-05-05

FLQM

FRANKLIN TEMPLETON ETF TR

-0.39%

Shares36.3K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-3.26%

Shares21.9K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

5.65%

Shares2.7K

Event2026-03-31

Filed2026-05-05

MTG

MGIC INVT CORP WIS

0.00%

Shares63.9K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

-1.46%

Shares6.9K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-05

BAI

BLACKROCK ETF TRUST

-0.09%

Shares35.1K

Event2026-03-31

Filed2026-05-05

BXSL

BLACKSTONE SECD LENDING FD

54.64%

Shares46.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

33.29%

Shares3.9K

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

-11.97%

Shares4.4K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

-6.23%

Shares11.7K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-13.18%

Shares4.7K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

13.73%

Shares4.6K

Event2026-03-31

Filed2026-05-05

SPHQ

INVESCO EXCHANGE TRADED FD T

0.91%

Shares9.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

5.32%

Shares3.4K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-11.43%

Shares5.4K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

5.21%

Shares4.5K

Event2026-03-31

Filed2026-05-05

BILS

SPDR SERIES TRUST

125.02%

Shares6.2K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

53.15%

Shares11.7K

Event2026-03-31

Filed2026-05-05

SRLN

SSGA ACTIVE ETF TR

-0.36%

Shares13.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

3.10%

Shares1.3K

Event2026-03-31

Filed2026-05-05

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

0.16%

Shares608

Event2026-03-31

Filed2026-05-05

CGCP

CAPITAL GRP FIXED INCM ETF T

5.55%

Shares18.4K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-1.89%

Shares933

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-0.78%

Shares12.9K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

4.08%

Shares1.3K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

-32.35%

Shares437

Event2026-03-31

Filed2026-05-05

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

15.24%

Shares1.3K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-14.06%

Shares3.0K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-05

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

XCEM

COLUMBIA ETF TR II

2.06%

Shares6.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

2.42%

Shares1.1K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

5.22%

Shares786

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

0.27%

Shares738

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

4.36%

Shares886

Event2026-03-31

Filed2026-05-05

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

New

Shares433

Event2026-03-31

Filed2026-05-05

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available