Ridgeline Wealth Planning, LLC 13F Holdings
CIK 0002013788 · Centerville, OH
As of Sep 30, 2025, Ridgeline Wealth Planning, LLC reported 42 positions worth
CIK 0002013788 · Centerville, OH
As of Sep 30, 2025, Ridgeline Wealth Planning, LLC reported 42 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 443,473 | $34.7M | 26.09% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 433,615 | $22.0M | 16.52% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 396,540 | 3.5M | 10.18% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 260,912 | 1.0M | 8.24% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 170,522 | 0.1M | 7.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,240 | $6.7M | 5.07% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 118,876 | $5.2M | 3.92% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF | DIVI | — | 113,792 | $4.2M | 3.19% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 41,387 | $2.8M | 2.10% |
| FRANKLIN LIBERTYQ US MID CAP EQUITY | FLQM | — | 35,394 | $2.0M | 1.50% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,946 | $2.0M | 1.48% |
| MGIC INVESTMENT CORP | MTG | Financial Services | 63,856 | .8M | 1.36% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 9,179 | .8M | 1.34% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,946 | .3M | 0.97% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 11,554 | $923.5K | 0.69% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 12,467 | $913.7K | 0.69% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 10,879 | $877.4K | 0.66% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 6,632 | $788.1K | 0.59% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 4,970 | $763.6K | 0.57% |
| LAM RESEARCH CORP | LRCX | Technology | 5,614 | $751.7K | 0.56% |
| AMAZON.COM INC | AMZN | Equity | 3,127 | $686.6K | 0.52% |
| NVIDIA CORP | NVDA | Technology | 3,592 | $670.2K | 0.50% |
| APPLE INC | AAPL | Technology | 2,473 | $629.7K | 0.47% |
| MICROSOFT CORP | MSFT | Technology | 1,078 | $558.4K | 0.42% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 12,245 | $509.1K | 0.38% |