Data as of Q4 2025 (Dec 31, 2025)

Ridgeline Wealth Planning, LLC

•CIK: 2013788•Filing: Q4 2025

**Ridgeline Wealth Planning, LLC** manages $140M across a diversified portfolio of 50 positions. The strategy shows notable concentration in the technology and dividend sectors, highlighted by the top holding in SPYM at $35.9M. Significant allocations are also visible in JPST ($19.9M) and CGGO ($11.6M), suggesting a focus on growth and income-generating assets. This positioning indicates a tactical tilt toward high-beta and dividend-paying equities.

Total AUM
$140.1M
QoQ Performance
+5.3%
Positions
40
Top 10 Concentration
81.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
JPST
CGGO
DYNF
CGDV
SPYM25.6%
JPST14.2%
CGGO8.3%
DYNF8.0%
CGDV8.0%
CGGR4.8%
NDQ4.7%
DIVI3.9%

📈 Biggest Buys

IAU*
ISHARES GOLD TR
NEW
1.3% of portfolio
ITA*
ISHARES TR
NEW
1.1% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
+28.5%
4.8% of portfolio
BAI
BLACKROCK ETF TRUST
NEW
0.8% of portfolio
DIVI
FRANKLIN TEMPLETON ETF TR
+22.0%
3.9% of portfolio

📉 Biggest Sells

CGGO
CAPITAL GROUP GBL GROWTH EQT
-15.3%
8.3% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
-9.1%
14.2% of portfolio
QUAL
ISHARES TR
-41.1%
0.8% of portfolio
NDQ
INVESCO QQQ TR
-5.2%
4.7% of portfolio
IVV
ISHARES TR
-14.6%
1.2% of portfolio

Sector Breakdown

Other94.6%
Technology2.9%
ETF1.2%
Consumer1.0%
Financial0.2%
Healthcare0.2%

Changes from Q3 2025

NEW8 new positions
↑18 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SPYM25.6%
SPDR SERIES TRUST
$35.9M
JPST14.2%
J P MORGAN EXCHANGE TRADED F
$19.9M
CGGO8.3%
CAPITAL GROUP GBL GROWTH EQT
$11.6M
DYNF8.0%
BLACKROCK ETF TRUST
$11.2M
CGDV8.0%
CAPITAL GROUP DIVIDEND VALUE
$11.2M

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