StockDriftsStockDriftsTop 50 Ridgeline Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLC | AMERICAN CENTY ETF TR | 23.72% | 450.7K | $40.5M | +0.24%(+1.07K) | $68.22(+35.35%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.36% | 383.5K | $14.3M | +8.21%(+29.08K) | $28.25(+38.83%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.71% | 150.0K | $13.2M | +0.08%(+116) | $68.23(+33.42%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 6.25% | 117.2K | $10.7M | +3.64%(+4.12K) | $67.82(+39.25%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.62% | 96.4K | $7.9M | -3.94%(-3.96K) | $64.87(+30.45%) | 2026-06-30 | |
| AVNV | AMERICAN CENTY ETF TR | 4.42% | 91.5K | $7.6M | +9.16%(+7.68K) | $64.69(+33.60%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.17% | 55.7K | $7.1M | -1.02%(-575) | $97.30(+35.13%) | 2026-06-30 | |
| AVTM | AMERICAN CENTY ETF TR | 4.08% | 128.1K | $7.0M | new | $50.05(+12.02%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.59% | 121.6K | $6.1M | +1.27%(+1.53K) | $50.77(-0.38%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 3.23% | 75.4K | $5.5M | +4.04%(+2.93K) | $51.60(+43.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.56% |
Ridgeline Wealth, LLC reports $170.95M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are AVLC (23.7%), DFIC (8.4%) and SPYM (7.7%). The top 20 holdings account for 87.25% of reported assets. Its disclosed equity book has returned +32.01% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ridgeline Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934226). View Ridgeline Wealth, LLC’s 13F filings on SEC