Ridgeline Wealth Planning, LLC Portfolio Holdings

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025

Ridgeline Wealth Planning, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $34.7B, Jp Morgan ETF Tr Ultra Short I with a value of $22B, Capital Group Global Growth Eq with a value of $13.5B, Capital Group Divid Value ETF with a value of $11B, and Blackrock ETF Tr U S Equity Fa with a value of $10.1B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $121B to 133B.

Ridgeline Wealth Planning, LLC is based out at Centerville, OH

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

Portfolio value $133 Billion
ETFs: $125 Billion
Technology: $2.18 Billion
Financial Services: $2.18 Billion
Consumer Defensive: $1.08 Billion
Industrials: $858 Million
Consumer Cyclical: $687 Million
Communication Services: $258 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.7 Billion 26.09% of portfolio
443,473
Q3 2025 Reduced 3.09%
$0
$22 Billion 16.52% of portfolio
433,615
Q3 2025 Added 29.33%
$0
$13.5 Billion 10.18% of portfolio
396,540
Q3 2025 Reduced 12.22%
$0
$11 Billion 8.24% of portfolio
260,912
Q3 2025 Added 1.6%
$0
$10.1 Billion 7.58% of portfolio
170,522
Q3 2025 Added 1.71%
$0
$6.75 Billion 5.07% of portfolio
11,240
Q3 2025 Added 2.2%
$0
$5.22 Billion 3.92% of portfolio
118,876
Q3 2025 Added 2.49%
$0
$4.25 Billion 3.19% of portfolio
113,792
Q3 2025 Added 2.08%
$0
$2.79 Billion 2.1% of portfolio
41,387
Q3 2025 Added 0.68%
$0
$2 Billion 1.5% of portfolio
35,394
Q3 2025 Added 2.49%
$0
$1.97 Billion 1.48% of portfolio
2,946
Q3 2025 Added 1.03%
$8.56B
$1.81 Billion 1.36% of portfolio
63,856
Q3 2025 Reduced 23.79%
$0
$1.79 Billion 1.34% of portfolio
9,179
Q3 2025 Reduced 8.93%
$0
$1.3 Billion 0.97% of portfolio
3,946
Q3 2025 Added 0.03%
$0
$914 Million 0.69% of portfolio
12,467
Q3 2025 Added 19.22%
$0
$924 Million 0.69% of portfolio
11,554
Q3 2025 Added 4.11%
$0
$788 Million 0.59% of portfolio
6,632
Q2 2025 Added 22.57%
$346B
$764 Million 0.57% of portfolio
4,970
Q3 2025 Added 33.14%
Lam Research Corp
-
$752 Million 0.56% of portfolio
-
Q3 2025 Reduced 13.32%
$2.39T
$687 Million 0.52% of portfolio
3,127
Q3 2025 Added 7.83%
$465B
$670 Million 0.5% of portfolio
3,592
Q3 2025 Added 11.04%
$4.3T
$630 Million 0.47% of portfolio
2,473
Q3 2025 Added 14.49%
$3.78T
$558 Million 0.42% of portfolio
1,078
Q3 2025 Added 17.81%
$0
$500 Million 0.38% of portfolio
11,690
Q3 2025 Reduced 0.17%
$0
$509 Million 0.38% of portfolio
12,245
Q3 2025 Added 7.43%
$107B
$488 Million 0.37% of portfolio
644
Q3 2025 New
$0
$455 Million 0.34% of portfolio
1,627
Q4 2024 New
$0
$445 Million 0.33% of portfolio
1,937
Q4 2024 New
$0
$383 Million 0.29% of portfolio
16,865
Q3 2025 Added 2.54%
$0
$390 Million 0.29% of portfolio
14,268
Q3 2025 Reduced 7.07%
$4.41B
$367 Million 0.28% of portfolio
14,087
Q3 2025 Added 18.84%
$86.7B
$370 Million 0.28% of portfolio
607
Q3 2025 Added 0.66%
$0
$356 Million 0.27% of portfolio
9,232
Q4 2024 New
$139B
$326 Million 0.24% of portfolio
987
Q3 2025 Added 9.18%
$279B
$312 Million 0.23% of portfolio
3,027
Q3 2025 Reduced 1.98%
$0
$277 Million 0.21% of portfolio
2,780
Q3 2025 Reduced 1.73%
$0
$262 Million 0.2% of portfolio
3,359
Q4 2024 New
$1.65T
$258 Million 0.19% of portfolio
1,060
Q3 2025 New
$0
$240 Million 0.18% of portfolio
6,601
Q3 2025 New
$0
$212 Million 0.16% of portfolio
856
Q3 2025 New
$0
$204 Million 0.15% of portfolio
1,858
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $133 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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