Ridgeline Wealth Planning, LLC
All 13F Filings
- Location
- Centerville, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 157,783
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 53 | 157,783 | 13F-HR | Ridgeline Wealth Planning, LLC |
| Q1 2026 | 5/5/2026 | 51 | 136,926 | 13F-HR | Ridgeline Wealth Planning, LLC |
| Q4 2025 | 2/3/2026 | 50 | 140,137 | 13F-HR | Ridgeline Wealth Planning, LLC |
| Q3 2025 | 10/29/2025 | 42 | 133,136 | 13F-HR | Ridgeline Wealth Planning, LLC |
| Q2 2025 | 7/24/2025 | 37 | 121,470 | 13F-HR | Ridgeline Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.6 K | 25.1% | 6.068 K | 0 | 6.068 K |
| ETFs | 118.2 K | 74.9% | 14.79 K | 0 | 14.79 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
157,783
Holdings
53
QoQ value change ($000)
20,857
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.