DOSSIER · 13F-HR · Q2 2026
Ridgeline Wealth Planning, LLC
$158M in tracked AUM across 53 positions as of Q2 2026.
RW
CIK 0002013788 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Ridgeline Wealth Planning, LLC manages a concentrated portfolio valued at approximately $114.67 million as of the reporting period ended September 30, 2025. The portfolio experienced a contraction of 5.6% from the previous quarter, declining from $121.47 million. This decrease in value is attributable to a combination of market performance and active portfolio rebalancing, as the firm executed a significant turnover strategy. The portfolio consists of 26 holdings, indicat...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.