Ridgeline Wealth Planning, LLC - Q12026 Holdings

Ridgeline Wealth Planning, LLC holds 51 stocks with a total portfolio value of $ 136.93M as of Q12026. In Q12026, Ridgeline Wealth Planning, LLC added 2 new positions, increased stakes in 25 stocks, reduced 17 holdings, and fully exited 1 position. The largest holding is Spdr Series Trust (SPYM), representing 25.07% of the total portfolio.