Ridgeline Wealth Planning, LLC — 13F holdings

Ridgeline Wealth Planning, LLC reported 53 holdings worth $158M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $42.1M (26.7%)
  2. JPST J P MORGAN EXCHANGE TRADED F — $20.0M (12.7%)
  3. DYNF BLACKROCK ETF TRUST — $14.7M (9.3%)
  4. CGDV CAPITAL GROUP DIVIDEND VALUE — $13.4M (8.5%)
  5. CGGO CAPITAL GROUP GBL GROWTH EQT — $11.2M (7.1%)
  6. CGGR CAPITAL GROUP GROWTH ETF — $8.58M (5.4%)
  7. QQQ Invesco Qqq Tr — $6.60M (4.2%)
  8. DIVI FRANKLIN TEMPLETON ETF TR — $5.84M (3.7%)
  9. EMXC ISHARES INC — $3.63M (2.3%)
  10. BAI BLACKROCK ETF TRUST — $2.38M (1.5%)