13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002013788
Total reported value
$157.8M
$157.8M
51 檔
55.0%
In Q1 2026, Ridgeline Wealth Planning, LLC's U.S. equity holdings reached a combined market value of $157.8M, distributed across 51 disclosed stock positions.
In Q1 2026, Ridgeline Wealth Planning, LLC displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | 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 | 25.07% | +1.59% | +0.12% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 14.54% | -1.86% | -0.24% | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 8.29% | -1.21% | +1.29% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 7.82% | +0.70% | -1.60% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.70% | +1.61% | -1.25% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 4.53% | +0.91% | +0.95% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.50% | -0.32% | +0.13% | |
| 8 | DIVI | Franklin International Core | ETF-Other | 4.04% | -0.34% | +0.02% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.27% | +0.03% | -5.43% | |
| 10 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.46% | -1.25% | -0.39% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.41% | -1.41% | EXIT | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.05% | +5.65% | |
| 13 | MTG | Mgic Investment CORP | Stock-Financials | 1.22% | +0.07% | — | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.11% | +0.05% | -1.46% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | — | +0.03% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.84% | +0.67% | -0.09% | |
| 17 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.81% | -0.13% | +54.64% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.71% | -0.02% | +33.29% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +0.67% | -11.97% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | +0.20% | -6.23% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.07% | -13.18% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.01% | +13.73% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.91% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.02% | +5.32% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | -11.43% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.05% | +5.21% | |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.45% | -0.07% | +125.02% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | +0.27% | +53.15% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.39% | -0.26% | -0.36% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.04% | +3.10% | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.31% | +0.10% | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.30% | -0.10% | +0.16% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.30% | -0.05% | +5.55% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.29% | EXIT | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.04% | -0.78% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.02% | +4.08% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.29% | -0.02% | -32.35% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.28% | -0.01% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.03% | +15.24% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.06% | -14.06% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.26% | — | — | |
| 43 | FXR | First Trust Indst/producers | ETF-Other | 0.20% | -0.01% | — | |
| 44 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.20% | +0.01% | +2.06% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.02% | +2.42% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.02% | +5.22% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +0.27% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.15% | +0.02% | +4.36% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.15% | -0.01% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.08% | — |
According to official SEC Form 13F filings, Ridgeline Wealth Planning, LLC reported a total U.S. public equity portfolio value of $157.8M across 51 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JPST, CGGO) accounted for 55.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PPA
市值: $209.9K
Top Position Liquidated / Trimmed
TSLA
前期市值: $219.5K
During Q1 2026, Ridgeline Wealth Planning, LLC's top holdings by market value included SPYM (25.1%)、JPST (14.5%)、CGGO (8.3%). The largest single position, SPYM, represented 25.1% of total portfolio value.
In Q1 2026, Ridgeline Wealth Planning, LLC made 45 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.