StockDriftsStockDriftsTop 50 Ridgeline Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 25.07% | 448.5K | $34.3M | +0.12%(+517) | $68.39(+27.74%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 14.54% | 393.4K | $19.9M | -0.24%(-929) | $50.59(-0.15%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 8.29% | 340.4K | $11.4M | +1.29%(+4.34K) | $29.75(+33.46%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.82% | 251.6K | $10.7M | -1.60%(-4.10K) | $36.02(+32.71%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.7% | 181.3K | $10.5M | -1.25%(-2.29K) | $51.64(+28.65%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.53% | 154.2K | $6.2M | +0.95%(+1.46K) | $38.07(+21.70%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.5% | 10.7K | $6.2M | +0.13%(+14) | $502.53(+42.22%) | 2026-03-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 4.04% | 138.9K | $5.5M | +0.02%(+25) | $32.97(+30.20%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.27% | 39.5K | $3.1M | -5.43%(-2.27K) | $58.53(+64.24%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 1.46% | 36.3K | $2.0M | -0.39%(-141) | $53.74(+3.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.53% | +31.39% |
| Top 20 Holdings Unweighted | +13.15% | +44.87% |
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