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 $139.6M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVLC ($34.9M, 24.98%), DFIC ($12.6M, 9.02%), SPLG ($11.5M, 8.22%), AVLV ($9.1M, 6.53%), DFUS ($7.1M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | $34.9M | 24.98% | 449,618 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $12.6M | 9.02% | 354,452 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $11.5M | 8.22% | 149,900 | Trimmed |
| 4 | AVLV | AMERICAN CENTY ETF TR | $9.1M | 6.53% | 113,084 | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $7.1M | 5.10% | 100,326 | Added |
| 6 | AVNV | AMERICAN CENTY ETF TR | $6.6M | 4.71% | 83,825 | Trimmed |
| 7 | AVUS | AMERICAN CENTY ETF TR | $6.3M | 4.48% | 56,267 | Added |
| 8 | JAAA | JANUS DETROIT STR TR | $6.0M | 4.33% | 120,058 | Added |
| 9 | AVSC | AMERICAN CENTY ETF TR | $4.5M | 3.23% | 72,445 | Added |
| 10 | OEF | ISHARES TR | $4.5M | 3.22% | 14,137 | Hold |
| 11 | AVXC | AMERICAN CENTY ETF TR | $4.0M | 2.83% | 58,444 | Trimmed |
| 12 | QUAL | ISHARES TR | $2.9M | 2.06% | 15,027 | Trimmed |
| 13 | JBBB | JANUS DETROIT STR TR | $2.7M | 1.96% | 58,827 | Added |
| 14 | ESGU | ISHARES TR | $2.6M | 1.86% | 18,366 | Trimmed |
| 15 | AVGE | AMERICAN CENTY ETF TR | $2.5M | 1.76% | 27,940 | Added |
| 16 | PULS | PGIM ETF TR | $2.1M | 1.53% | 43,103 | Trimmed |
| 17 | EFV | ISHARES TR | $2.0M | 1.42% | 26,732 | Trimmed |
| 18 | IEV | ISHARES TR | $1.6M | 1.12% | 23,039 | Trimmed |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $1.5M | 1.05% | 55,358 | Added |
| 20 | IYW | ISHARES TR | $1.2M | 0.86% | 6,629 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $1.1M | 0.77% | 3,355 | Added |
| 22 | AVDE | AMERICAN CENTY ETF TR | $920,169 | 0.66% | 10,846 | Trimmed |
| 23 | BLES | NORTHERN LTS FD TR IV | $869,896 | 0.62% | 19,613 | Trimmed |
| 24 | DFEM | DIMENSIONAL ETF TRUST | $777,654 | 0.56% | 22,508 | Trimmed |
| 25 | TPIF | TIMOTHY PLAN | $728,026 | 0.52% | 20,201 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31