StockDriftsStockDriftsTop 50 Ridgeline Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLC | AMERICAN CENTY ETF TR | 24.14% | 462.7K | $42.6M | +2.66%(+11.98K) | $68.79(+31.87%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.34% | 390.7K | $14.7M | +1.86%(+7.13K) | $28.42(+32.07%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 7.76% | 149.5K | $13.7M | -0.37%(-561) | $68.23(+32.23%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 6.43% | 122.0K | $11.4M | +4.10%(+4.81K) | $68.72(+35.28%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.72% | 98.4K | $8.3M | +2.12%(+2.05K) | $65.23(+27.81%) | 2026-09-30 | |
| AVNV | AMERICAN CENTY ETF TR | 4.47% | 93.5K | $7.9M | +2.17%(+1.98K) | $65.09(+28.38%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.04% | 54.6K | $7.1M | -1.88%(-1.04K) | $97.30(+32.50%) | 2026-09-30 | |
| AVTM | AMERICAN CENTY ETF TR | 3.97% | 126.1K | $7.0M | -1.58%(-2.02K) | $50.05(+9.02%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.32% | 116.0K | $5.9M | -4.57%(-5.56K) | $50.77(-0.35%) | 2026-09-30 | |
| AVSC | AMERICAN CENTY ETF TR | 3.08% | 77.6K | $5.4M | +2.95%(+2.22K) | $52.16(+32.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.91% |
Ridgeline Wealth LLC reports $176.43M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are AVLC (24.1%), DFIC (8.3%) and SPYM (7.8%). The top 20 holdings account for 87.57% of reported assets. Its disclosed equity book has returned +32.55% cumulatively over 7 quarters. Figures reflect the Q3 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