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

Currently, Ridgeline Wealth Planning, LLC holds 53 types of securities in its portfolio with a total value $157.8M. In the most recent quarter, they have increased their positions in N/A (+30.1K shares, valued at $2.6M), DYNF (+34.7K shares, valued at $2.4M), CGGR (+27.5K shares, valued at $1.3M); decreased their positions in CGGO (-76.6K shares, valued at $3.2M), FLQM (-30.7K shares, valued at $1.8M), QQQ (-1.7K shares, valued at $1.3M); initiated new positions in AMD (+417 shares, valued at $242.2K), MU (+203 shares, valued at $234.3K), LLY (+194 shares, valued at $232.7K).

1M P&L

-878.6K-0.79%

3M P&L

+607.8K+0.56%

HY P&L

+12.1M+12.33%

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/A99.0M

88.7%

2Semiconductor Equipment & Materials2.1M

1.9%

3Insurance - Specialty2.0M

1.8%

Top Industries by Stock Count

1N/A29 stocks

60.4%

2Semiconductors3 stocks

6.3%

3Internet Content & Information2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST478.7K shares6.72%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F395.7K shares0.60%2026-06-302026-07-24

DYNF BLACKROCK ETF TRUST216.0K shares19.14%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE272.7K shares8.37%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT263.8K shares-22.50%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF181.7K shares17.81%2026-06-302026-07-24

QQQ INVESCO QQQ TR9.0K shares-16.04%2026-06-302026-07-24

DIVI FRANKLIN TEMPLETON ETF TR136.7K shares-1.53%2026-06-302026-07-24

Sponsored

EMXC ISHARES INC35.5K shares-10.21%2026-06-302026-07-24

BAI BLACKROCK ETF TRUST45.2K shares28.86%2026-06-302026-07-24

LRCX LAM RESEARCH CORP4.9K shares12.54%2026-06-302026-07-24

MTG MGIC INVT CORP WIS72.2K shares13.12%2026-06-302026-07-24

ISHARES TR ISHARES TR2.6K shares-3.24%2026-06-302026-07-24

ITA ISHARES TR7.6K shares9.08%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS17.6K shares50.51%2026-06-302026-07-24

Sponsored

AAPL APPLE INC3.7K shares-3.11%2026-06-302026-07-24

BXSL BLACKSTONE SECD LENDING FD45.3K shares-3.45%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS20.6K shares76.58%2026-06-302026-07-24

SPTM SPDR SERIES TRUST10.9K shares0.00%2026-06-302026-07-24

QUAL ISHARES TR4.3K shares-9.39%2026-06-302026-07-24

NVDA NVIDIA CORPORATION4.5K shares-1.64%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T9.7K shares-0.79%2026-06-302026-07-24

AMZN AMAZON COM INC3.6K shares4.99%2026-06-302026-07-24

Sponsored

IJR ISHARES TR5.4K shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO4.6K shares2.95%2026-06-302026-07-24

QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-06-302026-07-24

BILS SPDR SERIES TRUST6.0K shares-2.63%2026-06-302026-07-24

MSFT MICROSOFT CORP1.3K shares1.62%2026-06-302026-07-24

BROADCOM INC BROADCOM INC1.3K shares2.12%2026-06-302026-07-24

GOOGL ALPHABET INC1.4K shares2.65%2026-06-302026-07-24

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-06-302026-07-24

Sponsored

PH PARKER-HANNIFIN CORP437 shares0.00%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2026-06-302026-07-24

CGCP CAPITAL GRP FIXED INCM ETF T18.0K shares-1.94%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR12.5K shares-3.56%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL738 shares70.44%2026-06-302026-07-24

WMT WALMART INC2.9K shares-0.94%2026-06-302026-07-24

XCEM COLUMBIA ETF TR II6.2K shares-6.78%2026-06-302026-07-24

FLQM FRANKLIN TEMPLETON ETF TR5.6K shares-84.56%2026-06-302026-07-24

Sponsored

NOC NORTHROP GRUMMAN CORP609 shares0.16%2026-06-302026-07-24

FXR FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-06-302026-07-24

GOOG ALPHABET INC792 shares0.76%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.1K shares0.66%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II893 shares0.79%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO780 shares5.69%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC417 sharesnew addition2026-06-302026-07-24

MU MICRON TECHNOLOGY INC203 sharesnew addition2026-06-302026-07-24

Sponsored

LLY ELI LILLY & CO194 sharesnew addition2026-06-302026-07-24

FXH FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-06-302026-07-24

PPA INVESCO EXCHANGE TRADED FD T1.3K shares-0.08%2026-06-302026-07-24

SRLN SSGA ACTIVE ETF TR5.2K shares-60.17%2026-06-302026-07-24

TSLA TESLA INC500 sharesnew addition2026-06-302026-07-24

SPDR SERIES TRUST

6.72%

Shares478.7K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

0.60%

Shares395.7K

Event2026-06-30

Filed2026-07-24

DYNF

BLACKROCK ETF TRUST

19.14%

Shares216.0K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.37%

Shares272.7K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

-22.50%

Shares263.8K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

17.81%

Shares181.7K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-16.04%

Shares9.0K

Event2026-06-30

Filed2026-07-24

DIVI

FRANKLIN TEMPLETON ETF TR

-1.53%

Shares136.7K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

-10.21%

Shares35.5K

Event2026-06-30

Filed2026-07-24

BAI

BLACKROCK ETF TRUST

28.86%

Shares45.2K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

12.54%

Shares4.9K

Event2026-06-30

Filed2026-07-24

MTG

MGIC INVT CORP WIS

13.12%

Shares72.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-3.24%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

9.08%

Shares7.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

50.51%

Shares17.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-3.11%

Shares3.7K

Event2026-06-30

Filed2026-07-24

BXSL

BLACKSTONE SECD LENDING FD

-3.45%

Shares45.3K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

76.58%

Shares20.6K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-9.39%

Shares4.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.64%

Shares4.5K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.79%

Shares9.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

4.99%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

2.95%

Shares4.6K

Event2026-06-30

Filed2026-07-24

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

BILS

SPDR SERIES TRUST

-2.63%

Shares6.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

1.62%

Shares1.3K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

2.12%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

2.65%

Shares1.4K

Event2026-06-30

Filed2026-07-24

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

0.00%

Shares437

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GRP FIXED INCM ETF T

-1.94%

Shares18.0K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-3.56%

Shares12.5K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

70.44%

Shares738

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.94%

Shares2.9K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA ETF TR II

-6.78%

Shares6.2K

Event2026-06-30

Filed2026-07-24

FLQM

FRANKLIN TEMPLETON ETF TR

-84.56%

Shares5.6K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

0.16%

Shares609

Event2026-06-30

Filed2026-07-24

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.76%

Shares792

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.66%

Shares1.1K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

0.79%

Shares893

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

5.69%

Shares780

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares417

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

New

Shares203

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

New

Shares194

Event2026-06-30

Filed2026-07-24

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

PPA

INVESCO EXCHANGE TRADED FD T

-0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SRLN

SSGA ACTIVE ETF TR

-60.17%

Shares5.2K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

New

Shares500

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available