Ridgeline Wealth, LLC Portfolio Holdings

Ridgeline Wealth, LLC

  • $144 Billion
  • Q4 2025

Ridgeline Wealth, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr with a value of $34.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $16.2B, Dimensional ETF Tr Dimensional with a value of $12B, American Centy ETF Tr Avantis with a value of $8.49B, and Dimensional ETF Tr U S Equity with a value of $6.78B.

Examining the 13F form we can see an increase of $8.72B in the current position value, from $135B to 144B.

Ridgeline Wealth, LLC is based out at Mesa, AZ

Below you can find more details about Ridgeline Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $78.5 Billion
Financial Services: $1.03 Billion
Technology: $926 Million
Utilities: $465 Million
Communication Services: $444 Million
Consumer Cyclical: $282 Million
Healthcare: $205 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.2 Billion 11.2% of portfolio
201,328
Q4 2025 Reduced 0.95%
$0
$12 Billion 8.34% of portfolio
348,852
Q4 2025 Added 3.55%
$0
$8.49 Billion 5.89% of portfolio
112,046
Q4 2025 Added 6.1%
$0
$6.78 Billion 4.7% of portfolio
91,434
Q4 2025 Added 9.13%
$0
$6.17 Billion 4.28% of portfolio
55,212
Q4 2025 Added 8.1%
$0
$6.03 Billion 4.18% of portfolio
119,203
Q4 2025 Added 8.64%
$0
$4.85 Billion 3.36% of portfolio
14,137
Q4 2025 Reduced 0.01%
$0
$4.12 Billion 2.86% of portfolio
70,186
Q4 2025 Added 7.39%
$0
$3.84 Billion 2.66% of portfolio
25,785
Q4 2025 Reduced 0.05%
$0
$3.09 Billion 2.14% of portfolio
15,569
Q4 2025 Reduced 3.9%
$0
$2.91 Billion 2.01% of portfolio
40,683
Q4 2025 Reduced 1.57%
$0
$2.17 Billion 1.51% of portfolio
43,781
Q4 2025 Reduced 3.7%
$0
$1.86 Billion 1.29% of portfolio
9,340
Q4 2025 Reduced 4.21%
$0
$1.59 Billion 1.1% of portfolio
23,223
Q4 2025 Reduced 3.81%
$0
$1.12 Billion 0.78% of portfolio
3,354
Q4 2025 Reduced 2.44%
$0
$988 Million 0.69% of portfolio
12,001
Q4 2025 Reduced 6.42%
$0
$761 Million 0.53% of portfolio
21,940
Q4 2025 Reduced 2.73%
$0
$767 Million 0.53% of portfolio
5,941
Q4 2025 Reduced 0.07%
$0
$748 Million 0.52% of portfolio
22,616
Q4 2025 Reduced 0.45%
$0
$714 Million 0.5% of portfolio
14,968
Q4 2025 Added 65.91%
$0
$575 Million 0.4% of portfolio
7,470
Q4 2025 Added 0.67%
$0
$488 Million 0.34% of portfolio
20,888
Q4 2025 Reduced 23.94%
$0
$455 Million 0.32% of portfolio
5,514
Q4 2025 Added 0.36%
$0
$466 Million 0.32% of portfolio
10,014
Q3 2025 Reduced 0.06%
$0
$436 Million 0.3% of portfolio
1,167
Q4 2025 Reduced 22.97%
$0
$394 Million 0.27% of portfolio
3,926
Q4 2025 Added 75.58%
$0
$310 Million 0.22% of portfolio
2,558
Q4 2025 Reduced 0.08%
$0
$270 Million 0.19% of portfolio
7,091
Q4 2025 Reduced 30.16%
$0
$255 Million 0.18% of portfolio
2,235
Q4 2025 Reduced 40.26%
$0
$260 Million 0.18% of portfolio
2,763
Q4 2025 Reduced 4.33%
$0
$248 Million 0.17% of portfolio
363
Q3 2025 Reduced 0.82%
$0
$249 Million 0.17% of portfolio
4,724
Q4 2025 Reduced 0.38%
$0
$237 Million 0.16% of portfolio
4,088
Q4 2025 Reduced 4.66%
$0
$216 Million 0.15% of portfolio
4,729
Q4 2024 New
$0
$202 Million 0.14% of portfolio
3,990
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $144 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Ridgeline Wealth, LLC Portfolio

Follow Ridgeline Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email