Ridgeline Wealth, LLC
Annual return '25
+18.3%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$3B
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 72%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVLC
AMERICAN CENTY ETF TR
Q1 2026: Increased +1.2% (444.2k → 449.6k shares)
25.0%
02
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +1.6% (348.9k → 354.5k shares)
9.0%
03
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 25.5% (201.3k → 149.9k shares)
8.2%
04
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Increased +0.9% (112.0k → 113.1k shares)
6.5%
05
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Increased +9.7% (91.4k → 100.3k shares)
5.1%
06
$AVNV
AMERICAN CENTY ETF TR
Q1 2026: Sold 0.8% (84.5k → 83.8k shares)
4.7%
07
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Increased +1.9% (55.2k → 56.3k shares)
4.5%
08
$JAAA
JANUS DETROIT STR TR
Q1 2026: Increased +0.7% (119.2k → 120.1k shares)
4.3%
09
$AVSC
AMERICAN CENTY ETF TR
Q1 2026: Increased +3.2% (70.2k → 72.4k shares)
3.2%
10
$OEF
ISHARES TR
Q4 2025: New position (14.1k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:22 UTC.