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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 2025-06-30, filed 2025-07-24, with 37 holding rows worth $121,469,878.

Accession
0001667731-25-000940
Filer
CIK 2013788
Filed
2025-07-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 37 entries on the cover page, a total value of $121,469,878 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,469,878 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 ETF78464A854SHS457,590$33,262,207dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF335,281$16,992,033dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT451,727$14,441,707dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT256,792$10,140,716dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT167,659$9,130,723dollars as filed
INVESCO QQQ TR46090E103COM10,998$6,066,676dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT115,991$4,715,034dollars as filed
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL111,469$3,972,759dollars as filed
ISHARES INC46434G764MSCI EMRG CHN41,109$2,595,600dollars as filed
MGIC INVT CORP WIS COM552848103Stock83,789$2,332,686dollars as filed
FRANKLIN TEMPLETON ETF TR35473P884US MID CP MLTFCT34,534$1,875,542dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF10,079$1,842,691dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,916$1,810,523dollars as filed
VTI922908769COM3,945$1,199,004dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM11,098$882,291dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS10,879$814,728dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY10,457$745,166dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS6,632$724,811dollars as filed
Amazon.com, Inc023135106COM2,900$636,231dollars as filed
Lam Research Corporation512807306COM6,477$630,471dollars as filed
Procter & Gamble Co742718109COM3,733$594,742dollars as filed
NVIDIA Corp67066G104COM3,235$511,099dollars as filed
SPDW78463X889COM11,710$474,130dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR11,398$474,025dollars as filed
Microsoft Corp594918104COM915$455,153dollars as filed
Apple Inc037833100COM2,160$443,180dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX1,627$438,200dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS1,937$412,252dollars as filed
SCHD808524797COM15,353$406,850dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM16,447$370,062dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK11,854$364,511dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 29,232$330,875dollars as filed
Walmart Inc.931142103COM3,088$301,945dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock603$301,488dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF2,829$281,274dollars as filed
FIRST TR EXCHANGE TRADED FD33734X150INDLS PROD DUR3,359$249,305dollars as filed
Broadcom Inc.11135F101COM904$249,188dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000940this filing2025-07-24acceptance time not in the bulk data set