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CIK: 0002013788
Total reported value
$157.8M
$157.8M
37 檔
44.9%
In Q4 2024, Ridgeline Wealth Planning, LLC's U.S. equity holdings reached a combined market value of $157.8M, distributed across 37 disclosed stock positions.
During Q4 2024, Ridgeline Wealth Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 26.98% | +1.59% | — | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 14.68% | -1.86% | — | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 11.62% | -1.21% | — | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 7.86% | +0.70% | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.72% | -0.07% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.66% | -0.32% | — | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.92% | +1.61% | — | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 3.67% | +0.91% | — | |
| 9 | DIVI | Franklin International Core | ETF-Other | 2.67% | -0.34% | — | |
| 10 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.32% | -0.13% | — | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.05% | +0.03% | — | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.61% | — | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | — | — | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | +0.20% | — | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.77% | +0.01% | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.74% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.05% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.02% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.05% | — | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.67% | — | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.48% | -0.26% | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.04% | — | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | +0.27% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.02% | — | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.38% | -0.01% | — | |
| 26 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.37% | -0.05% | — | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.35% | +0.10% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | — | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.29% | -0.07% | — | |
| 30 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.27% | — | — | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | -0.10% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.06% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.02% | — | |
| 34 | FXR | First Trust Indst/producers | ETF-Other | 0.24% | -0.01% | — | |
| 35 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.23% | +0.01% | — | |
| 36 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.20% | — | — | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.19% | +0.02% | — |
According to official SEC Form 13F filings, Ridgeline Wealth Planning, LLC reported a total U.S. public equity portfolio value of $157.8M across 37 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, JPST, CGGO) accounted for 44.9% of total reported equity market value during Q4 2024.
During Q4 2024, Ridgeline Wealth Planning, LLC's top holdings by market value included SPYM (27.0%)、JPST (14.7%)、CGGO (11.6%). The largest single position, SPYM, represented 27.0% of total portfolio value.
In Q4 2024, Ridgeline Wealth Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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