Ridgeline Wealth Planning, LLC - Portfolio overview

Ridgeline Wealth Planning, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 20.24%
2. SPYM - SPDR SERIES TRUST, 20.00%
3. JPST - J P MORGAN EXCHANGE TRADED F, 11.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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