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Disclosery

13F-HR filed by Ridgeline Wealth Planning, LLC

Ridgeline Wealth Planning, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 35 holding rows worth $101,757,529.

Accession
0001667731-25-000553
Filer
CIK 2013788
Filed
2025-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 35 entries on the cover page, a total value of $101,757,529 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,757,529 with VALUE read as dollars as filed, 13F file number 028-24664. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS419,586$27,591,976dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF309,681$15,679,165dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT423,957$12,010,697dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT240,249$8,562,468dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF39,888$6,816,411dollars as filed
INVESCO QQQ TR46090E103COM9,684$4,541,103dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT84,512$4,120,828dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT104,755$3,587,859dollars as filed
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL103,581$3,375,714dollars as filed
ISHARES INC46434G764MSCI EMRG CHN37,016$2,039,212dollars as filed
FRANKLIN TEMPLETON ETF TR35473P884US MID CP MLTFCT27,304$1,447,385dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,952$1,096,937dollars as filed
VTI922908769COM3,904$1,072,975dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM12,132$957,700dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS10,879$739,881dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY10,744$712,757dollars as filed
Procter & Gamble Co742718109COM3,597$613,001dollars as filed
Lam Research Corporation512807306COM7,899$574,257dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,411$565,828dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR11,950$491,500dollars as filed
SCHD808524797COM16,827$470,491dollars as filed
Amazon.com, Inc023135106COM2,372$451,297dollars as filed
SPDW78463X889COM11,862$431,881dollars as filed
Apple Inc037833100COM1,829$406,276dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK11,854$383,595dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM16,743$375,882dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX1,627$361,438dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS1,937$336,186dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock606$310,278dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 29,232$304,564dollars as filed
NVIDIA Corp67066G104COM2,740$296,962dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF2,888$287,332dollars as filed
Microsoft Corp594918104COM720$270,281dollars as filed
Walmart Inc.931142103COM2,728$239,491dollars as filed
FIRST TR EXCHANGE TRADED FD33734X150INDLS PROD DUR3,359$233,921dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000553this filing2025-04-30acceptance time not in the bulk data set