Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ridgeline Wealth, LLC (CIK 1934226) reported $170.9M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVLC ($40.5M, 23.72%), DFIC ($14.3M, 8.36%), SPLG ($13.2M, 7.71%), AVLV ($10.7M, 6.25%), DFUS ($7.9M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | $40.5M | 23.72% | 450,687 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $14.3M | 8.36% | 383,536 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $13.2M | 7.71% | 150,016 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $10.7M | 6.25% | 117,201 | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $7.9M | 4.62% | 96,370 | Trimmed |
| 6 | AVNV | AMERICAN CENTY ETF TR | $7.6M | 4.42% | 91,502 | Added |
| 7 | AVUS | AMERICAN CENTY ETF TR | $7.1M | 4.17% | 55,692 | Trimmed |
| 8 | AVTM | AMERICAN CENTY ETF TR | $7.0M | 4.08% | 128,110 | New |
| 9 | JAAA | JANUS DETROIT STR TR | $6.1M | 3.59% | 121,588 | Added |
| 10 | AVSC | AMERICAN CENTY ETF TR | $5.5M | 3.23% | 75,375 | Added |
| 11 | OEF | ISHARES TR | $5.1M | 3.00% | 14,013 | Trimmed |
| 12 | AVXC | AMERICAN CENTY ETF TR | $4.9M | 2.89% | 57,665 | Trimmed |
| 13 | QUAL | ISHARES TR | $3.3M | 1.93% | 15,025 | Trimmed |
| 14 | ESGU | ISHARES TR | $3.0M | 1.74% | 18,213 | Trimmed |
| 15 | AVGE | AMERICAN CENTY ETF TR | $2.7M | 1.60% | 27,621 | Trimmed |
| 16 | PULS | PGIM ETF TR | $2.5M | 1.47% | 50,817 | Added |
| 17 | JBBB | JANUS DETROIT STR TR | $2.3M | 1.32% | 47,575 | Trimmed |
| 18 | EFV | ISHARES TR | $2.0M | 1.18% | 26,401 | Trimmed |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $1.7M | 0.99% | 58,466 | Added |
| 20 | IYW | ISHARES TR | $1.7M | 0.98% | 6,617 | Trimmed |
| 21 | IEV | ISHARES TR | $1.7M | 0.97% | 22,746 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $1.6M | 0.95% | 4,367 | Added |
| 23 | MSFT | MICROSOFT CORP | $1.6M | 0.91% | 4,192 | Added |
| 24 | BLES | NORTHERN LTS FD TR IV | $958,262 | 0.56% | 20,094 | Added |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $889,344 | 0.52% | 21,883 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30