Ridgeline Wealth Planning
Ridgeline Wealth Planning reported 54 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPYM (25.0%), JPST (11.8%) and DYNF (8.9%). Compared with Q2 2026, the fund opened new positions in META and SPCX, added to SPYM, JPST and DYNF, trimmed CGGO, IVV and VTI and sold out of SRLN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $43.5M | 25.0% | 485K | +6,193 (+1%) | 8 of 8 | |
| 2 |  JPST J P Morgan Exchange Traded F | $20.5M | 11.8% | 406K | +10K (+3%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $15.5M | 8.9% | 223K | +7,190 (+3%) | 8 of 8 | |
| 4 |  CGDV Capital Group Dividend | $13.7M | 7.9% | 280K | +7,715 (+3%) | 8 of 8 | |
| 5 |  VCSH Vanguard Scottsdale Fds | $13.6M | 7.8% | 176K | +158K (+898%) | 8 of 8 | |
| 6 |  CGGO Capital Group Gbl Growth Eqt | $10.5M | 6.0% | 264K | −285 (−0%) | 8 of 8 | |
| 7 |  CGGR Capital Group Growth | $9M | 5.2% | 190K | +8,003 (+4%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $6.8M | 3.9% | 9,178 | +222 (+2%) | 8 of 8 | |
| 9 |  DIVI Franklin Templeton ETF TR | $5.9M | 3.4% | 139K | +2,146 (+2%) | 8 of 8 | |
| 10 |  EMXC Ishares Msci Emerging Markets EX China ETF | $3.6M | 2.1% | 36K | +655 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SRLN Ssga Active ETF TR | $211K | 5,248 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ridgeline Wealth Planning 13F FAQ
What does Ridgeline Wealth Planning own?
Ridgeline Wealth Planning reported 54 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPYM (25.0%), JPST (11.8%) and DYNF (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Ridgeline Wealth Planning buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 35 added to, 10 trimmed and 1 sold out. New positions include META and SPCX. It sold all of SRLN.
When will Ridgeline Wealth Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ridgeline Wealth Planning's portfolio worth?
The Q3 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.