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 Planning, LLC (CIK 2013788) reported $136.9M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($34.3M, 25.07%), JPST ($19.9M, 14.54%), CGGO ($11.4M, 8.29%), CGDV ($10.7M, 7.82%), DYNF ($10.5M, 7.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $34.3M | 25.07% | 448,546 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $19.9M | 14.54% | 393,352 | Trimmed |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.4M | 8.29% | 340,353 | Added |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.7M | 7.82% | 251,606 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $10.5M | 7.70% | 181,290 | Trimmed |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $6.2M | 4.53% | 154,221 | Added |
| 7 | QQQ | INVESCO QQQ TR | $6.2M | 4.50% | 10,667 | Added |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | $5.5M | 4.04% | 138,866 | Added |
| 9 | EMXC | ISHARES INC | $3.1M | 2.27% | 39,546 | Trimmed |
| 10 | FLQM | FRANKLIN TEMPLETON ETF TR | $2.0M | 1.46% | 36,335 | Trimmed |
| 11 | IAU | ISHARES GOLD TR | $1.9M | 1.41% | 21,933 | Trimmed |
| 12 | IVV | ISHARES TR | $1.7M | 1.27% | 2,657 | Added |
| 13 | MTG | MGIC INVT CORP WIS | $1.7M | 1.22% | 63,856 | Hold |
| 14 | ITA | ISHARES TR | $1.5M | 1.11% | 6,939 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $1.2M | 0.91% | 3,877 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $1.2M | 0.84% | 35,106 | Trimmed |
| 17 | BXSL | BLACKSTONE SECD LENDING FD | $1.1M | 0.81% | 46,876 | Added |
| 18 | AAPL | APPLE INC | $978,670 | 0.71% | 3,856 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $929,560 | 0.68% | 11,726 | Trimmed |
| 20 | LRCX | LAM RESEARCH CORP | $932,199 | 0.68% | 4,363 | Trimmed |
| 21 | QUAL | ISHARES TR | $900,647 | 0.66% | 4,696 | Trimmed |
| 22 | SPTM | SPDR SERIES TRUST | $860,094 | 0.63% | 10,879 | Hold |
| 23 | NVDA | NVIDIA CORPORATION | $797,188 | 0.58% | 4,571 | Added |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $732,576 | 0.54% | 9,743 | Added |
| 25 | AMZN | AMAZON COM INC | $708,951 | 0.52% | 3,404 | Added |
Source: SEC Form 13F filings · as of 2026-03-31