account_balance

Investment manager · 13F filer · SEC CIK 2013788

Ridgeline Wealth Planning, LLC

Reported value$174Mas of Sep 30, 2026
Positions54 2 new, 1 sold out
Top 10 weight82.0%SPYM alone is 25%
FiledOct 2929 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
SPYM SPDR Series Trust 25.0% Held
JPST J P Morgan Exchange Traded F 11.8% Added +3%
DYNF BlackRock ETF Trust 8.9% Added +3%
CGDV Capital Group Dividend Value 7.9% Added +3%
VCSH Vanguard Scottsdale FDS 7.8% Added +898%
CGGO Capital Group GBL Growth Eqt 6.0% Held
CGGR Capital Group Growth ETF 5.2% Added +4%
QQQ Invesco QQQ Tr 3.9% Added +2%
DIVI Franklin Templeton ETF Tr 3.4% Held
EMXC iShares Inc 2.1% Held
BAI BlackRock ETF Trust 1.3% Added +2%
MTG MGIC Investment Corp 1.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • BILS −21%
  • IVV −20%
  • QUAL −10%
  • VTI −8%
remove_circleSold out
  • SRLN $211K

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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