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Ridgeline Wealth Planning - Q2 2026 13F Filings

RI

Ridgeline Wealth Planning, LLC

CIK: 0002013788
Address: Ohio Centerville 1700 Lyons Road, Suite B
$157.78 M
Portfolio Value
53
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$2.65 M
2. DYNF Ishares Us Equity Factor Rotation Active Etf
+$2.36 M
3. CGGR Capital Group Growth Etf
+$1.3 M
4. CGDV Capital Group Dividend Value Etf
+$1.04 M
5. BAI Ishares Ai Innovation And Tech Active Etf
+$534,209.95

Top Sells

Q2 2026
1. CGGO Capital Group Global Growth Equity Etf
−$3.24 M
2. IAU Ishares Gold Trust
−$1.93 M
3. FLQM Franklin Us Mid Cap Multifactor Index Etf
−$1.78 M
4. QQQ Invesco Qqq Trust Series I
−$1.26 M
5. EMXC Ishares Msci Emerging Markets Ex China Etf
−$413,088.72

Asset Allocation

Stocks/ETFs
+15.23%
$157.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ridgeline Wealth Planning Q2 2026 Filing Summary

Ridgeline Wealth Planning, LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 157.78 M reflecting a +15.23% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 81.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ridgeline Wealth Planning’s Q2 2026 Filing

Ridgeline Wealth Planning submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Ridgeline Wealth Planning reported a managed portfolio value of 157.78 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Ridgeline Wealth Planning bought or sold during Q2 2026, please visit Ridgeline Wealth Planning's Portfolio Analysis page.