Ridgeline Wealth Planning, LLC: 13F holdings
CIK 20137882026Q2
| Positions | 53 |
|---|
| Reported value | $157.5m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 53 (+2 vs prior quarter) |
|---|
| Reported value | $157.5m (+16.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 478,689 | $42.1m | 26.7% |
| JPST J P MORGAN EXCHANGE TRADED F | 395,728 | $20.0m | 12.7% |
| DYNF BLACKROCK ETF TRUST | 215,984 | $14.7m | 9.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 272,667 | $13.4m | 8.5% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 263,789 | $11.2m | 7.1% |
| CGGR CAPITAL GROUP GROWTH ETF | 181,692 | $8.6m | 5.4% |
| QQQ INVESCO QQQ TR | 8,956 | $6.6m | 4.2% |
| DIVI FRANKLIN TEMPLETON ETF TR | 136,735 | $5.8m | 3.7% |
| EMXC ISHARES INC | 35,508 | $3.6m | 2.3% |
| BAI BLACKROCK ETF TRUST | 45,239 | $2.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2013788")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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