Institutional Investor · CIK 0002013788
RIDGELINE WEALTH PLANNING, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
60
Total Value
$173.06M
Total Shares
2.49M
Latest Filing
Jul 24, 2026
CIK
0002013788
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 478,689 | $42.07M | 0.0435% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 395,728 | $20.01M | 0.0494% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 215,984 | $14.69M | 0.0377% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 272,667 | $13.44M | 0.0363% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 263,789 | $11.17M | 0.0877% | SH | — | View | |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 181,692 | $8.58M | 0.0328% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,956 | $6.60M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,956 | $6.60M | 0.9193% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 136,735 | $5.84M | 0.2339% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 136,735 | $5.84M | 17.6559% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 35,508 | $3.63M | 0.0127% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 45,239 | $2.38M | 0.0147% | SH | — | View | |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 4,910 | $2.13M | 0.0004% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 4,910 | $2.13M | 0.0004% | SH | — | View |
| Financial Services | Insurance - Specialty | 2026-06-30 | 2026-07-24 | 72,233 | $2.04M | 0.0352% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 2,571 | $1.93M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 3,877 | $1.43M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 17,649 | $1.39M | 0.0027% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 3,736 | $1.08M | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 3,736 | $1.08M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 45,261 | $1.07M | 0.0195% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 20,580 | $1.04M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 10,879 | $987.70K | 0.0073% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 4,496 | $899.64K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 4,496 | $899.64K | 0.0000% | SH | — | View |
Invesco S&P 500 Quality…(SPHQ) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 9,666 | $870.91K | 0.0040% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 3,574 | $851.83K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 3,574 | $851.83K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,414 | $802.95K | 0.0007% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-24 | 4,640 | $680.44K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 1,937 | $648.29K | 0.0207% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 5,990 | $595.33K | 0.0154% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 1,320 | $492.51K | 0.0000% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,302 | $491.94K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,358 | $485.31K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,627 | $430.70K | 0.0090% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 437 | $427.44K | 0.0003% | SH | — | View | |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 9,232 | $409.53K | 0.0009% | SH | — | View |
Capital Group Core Plus…(CGCP) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 18,030 | $401.88K | 0.0047% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 12,461 | $395.14K | 0.0004% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 738 | $369.29K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 2,948 | $333.89K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,191 | $327.38K | 0.0145% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 609 | $310.17K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,359 | $306.07K | 0.0159% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 792 | $279.93K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 1,067 | $270.99K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,067 | $270.99K | 0.0000% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 893 | $270.57K | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-24 | 780 | $255.32K | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 780 | $255.32K | 0.0000% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 417 | $242.24K | 0.0000% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 203 | $234.32K | 0.0000% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 203 | $234.32K | 0.0000% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 194 | $232.74K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,858 | $227.42K | 0.0246% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,266 | $223.66K | 0.0027% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,248 | $211.44K | 0.0041% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 500 | $210.30K | 0.0000% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 500 | $210.30K | 0.0000% | SH | — | View |
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