Ridgeline Wealth, LLC 13F Holdings
CIK 0001934226 · MESA, AZ
As of Sep 30, 2025, Ridgeline Wealth, LLC reported 51 positions worth
CIK 0001934226 · MESA, AZ
As of Sep 30, 2025, Ridgeline Wealth, LLC reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVLC | — | 427,761 | $32.7M | 24.16% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 203,264 | 5.9M | 11.75% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 336,878 | 1.0M | 8.15% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 105,604 | $7.6M | 5.63% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 83,781 | $6.1M | 4.48% |
| AMERICAN CENTY ETF TR | AVNV | — | 81,394 | $5.8M | 4.31% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 109,721 | $5.6M | 4.11% |
| AVANTIS US EQUITY ETF | AVUS | — | 51,076 | $5.6M | 4.10% |
| ISHARES S&P 100 ETF | OEF | — | 14,139 | $4.7M | 3.47% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 25,799 | $3.8M | 2.77% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 65,359 | $3.7M | 2.76% |
| AMERICAN CENTY ETF TR | AVXC | — | 58,251 | $3.5M | 2.58% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 16,201 | $3.2M | 2.33% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 41,331 | $2.8M | 2.07% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 45,462 | $2.3M | 1.67% |
| AMERICAN CENTY ETF TR | — | — | 23,334 | .9M | 1.44% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 9,750 | .9M | 1.41% |
| ISHARES EUROPE ETF | IEV | — | 24,143 | .6M | 1.17% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 46,873 | .3M | 0.94% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,438 | .1M | 0.83% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 12,825 | .0M | 0.75% |
| NORTHERN LTS FD TR IV | BLES | — | 19,811 | $841.2K | 0.62% |
| TIMOTHY PLAN INTERNATIONAL ETF | TPIF | — | 22,556 | $752.9K | 0.56% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 5,945 | $748.8K | 0.55% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 22,719 | $728.6K | 0.54% |