Ridgeline Wealth, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.5% | $2,919,796 |
| Industrials | 16.1% | $989,308 |
| Communication Services | 10.9% | $672,927 |
| Utilities | 8.5% | $519,966 |
| Financial Services | 8.1% | $498,950 |
| Consumer Cyclical | 4.8% | $293,158 |
| Healthcare | 4.2% | $255,493 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WMT | Walmart Inc. | 1,631 | $202,700 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 4,192 | $1,563,699 | 25.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,883 | $672,927 | 10.94% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,843 | $533,290 | 8.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 836 | $485,640 | 7.90% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 367 | $431,173 | 7.01% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,320 | $337,167 | 5.48% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 925 | $309,708 | 5.04% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 1,295 | $297,293 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,230 | $293,158 | 4.77% | |
| SO |
Southern Co
Utilities
|
Added | 2,987 | $285,885 | 4.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,006 | $255,493 | 4.15% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 583 | $248,427 | 4.04% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 1,711 | $234,081 | 3.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 403 | $201,657 | 3.28% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.