account_balance

Investment manager · 13F filer · SEC CIK 1934226

Ridgeline Wealth, LLC

Reported value$176Mas of Sep 30, 2026
Positions61 3 new, 2 sold out
Top 10 weight70.3%AVLC alone is 24%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVLC American Centy ETF Tr 24.1% Added +3%
DFIC Dimensional ETF Trust 8.3% Held
SPYM SPDR Series Trust 7.8% Held
AVLV American Centy ETF Tr 6.4% Added +4%
DFUS Dimensional ETF Trust 4.7% Added +2%
AVNV American Centy ETF Tr 4.5% Added +2%
AVUS American Centy ETF Tr 4.0% Held
AVTM American Centy ETF Tr 4.0% Held
JAAA Janus Detroit STR Tr 3.3% Trimmed −5%
AVSC American Centy ETF Tr 3.1% Added +3%
OEF iShares Tr 3.0% Held
AVXC American Centy ETF Tr 2.8% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 6, 2026 filing
add_circleNew
  • ICSH $409K
  • AVRE $215K
  • MA $202K
arrow_upwardAdded
  • VOO +17%
  • VGT +8%
  • PULS +8%
  • AVXC +5%
arrow_downwardTrimmed
  • JPST −38%
  • AAPL −13%
  • JBBB −5%
  • JAAA −5%
remove_circleSold out
  • VIS $334K
  • USMV $214K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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