Ridgeline Wealth, LLC: 13F holdings
CIK 19342262026Q2
| Positions | 60 |
|---|
| Reported value | $170.9m |
|---|
| Filed | 2026-07-06 |
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Change since last quarter
| Positions | 60 (+8 vs prior quarter) |
|---|
| Reported value | $170.9m (+22.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM AMERICAN CENTY ETF TR | 450,687 | $40.5m | 23.7% |
| DFIC DIMENSIONAL ETF TRUST | 383,536 | $14.3m | 8.4% |
| SPYM SPDR SERIES TRUST | 150,016 | $13.2m | 7.7% |
| AVLV AMERICAN CENTY ETF TR | 117,201 | $10.7m | 6.3% |
| DFUS DIMENSIONAL ETF TRUST | 96,370 | $7.9m | 4.6% |
| AMERICAN CENTY ETF TR | 91,502 | $7.6m | 4.4% |
| AVUS AMERICAN CENTY ETF TR | 55,692 | $7.1m | 4.2% |
| AMERICAN CENTY ETF TR | 128,110 | $7.0m | 4.1% |
| JAAA JANUS DETROIT STR TR | 121,588 | $6.1m | 3.6% |
| AVSC AMERICAN CENTY ETF TR | 75,375 | $5.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934226")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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