StockDriftsStockDriftsTop 50 Ridgeline Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 26.66% | 478.7K | $42.1M | +6.72%(+30.14K) | $69.20(+31.57%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 12.68% | 395.7K | $20.0M | +0.60%(+2.38K) | $50.59(-0.27%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 9.31% | 216.0K | $14.7M | +19.14%(+34.69K) | $53.34(+31.27%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.52% | 272.7K | $13.4M | +8.37%(+21.06K) | $36.74(+39.64%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.08% | 263.8K | $11.2M | -22.50%(-76.56K) | $29.75(+36.57%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.44% | 181.7K | $8.6M | +17.81%(+27.47K) | $38.81(+21.22%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.18% | 9.0K | $6.6M | -16.04%(-1.71K) | $502.53(+43.44%) | 2026-06-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 3.7% | 136.7K | $5.8M | -1.53%(-2.13K) | $32.97(+35.54%) | 2026-06-30 | |
| EMXC | ISHARES INC | 2.3% | 35.5K | $3.6M | -10.21%(-4.04K) | $58.53(+62.58%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 1.51% | 45.2K | $2.4M | +28.86%(+10.13K) | $35.57(+24.94%) | 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 | — | — | — | — | +28.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.44% |
Ridgeline Wealth Planning, LLC reports $157.78M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (26.7%), JPST (12.7%) and DYNF (9.3%). The top 20 holdings account for 90.85% of reported assets. Its disclosed equity book has returned +28.50% 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 Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2013788). View Ridgeline Wealth Planning, LLC’s 13F filings on SEC