Ridgeline Wealth, LLC

CIK

1934226

Location

MESA, AZ

Portfolio Value

Micro $6,149,598

Diversification

Diversified

Filing Date

Global Rank

#284 / 295 ▲ 8134

Top Industry

Software - Infrastructure 25.4%

3Y Alpha vs SPY

-8.5%

Period ended 9 days ago

Filed Jul 6, 2026 · 3d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.9%

SPY

+24.0%

Annualised alpha

-8.3%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.4%

+10.3 pts

Top 5

60.0%

+7.5 pts

Top 10

84.7%

−3.5 pts

HHI

1,135

Diversified+224

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.5%	$2,919,796	4
Industrials	16.1%	$989,308	3
Communication Services	10.9%	$672,927	1
Utilities	8.5%	$519,966	2
Financial Services	8.1%	$498,950	2
Consumer Cyclical	4.8%	$293,158	1
Healthcare	4.2%	$255,493	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+3,420	4,192	$1,563,699
GOOGL	Alphabet Inc.	+500	1,883	$672,927
JNJ	Johnson & Johnson	+16	1,006	$255,493
SO	Southern Co	+15	2,987	$285,885
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−239	1,843	$533,290
AEP	American Electric Power Co Inc	−50	1,711	$234,081
GEV	GE Vernova Inc.	−11	367	$431,173
VRT	Vertiv Holdings Co	−10	925	$309,708
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	836	$485,640
GLW	Corning Inc /Ny	1,320	$337,167
BRK-B	Berkshire Hathaway Inc	403	$201,657
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WMT	Walmart Inc.	1,631	$202,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $6,149,598 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	4,192	+3,420	$1,563,699	+447.2%	25.43%
GOOGL	Alphabet Inc. Communication Services	Added	1,883	+500	$672,927	+69.2%	10.94%
AAPL	Apple Inc. Technology	Reduced	1,843	-239	$533,290	+0.9%	8.67%
AMD	Advanced Micro Devices Inc Technology	NEW	836	NEW	$485,640	NEW	7.90%
GEV	GE Vernova Inc. Industrials	Reduced	367	-11	$431,173	+30.7%	7.01%
GLW	Corning Inc /Ny Technology	NEW	1,320	NEW	$337,167	NEW	5.48%
VRT	Vertiv Holdings Co Industrials	Reduced	925	-10	$309,708	+32.2%	5.04%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	1,295	0	$297,293	+6.0%	4.83%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,230	0	$293,158	+14.4%	4.77%
SO	Southern Co Utilities	Added	2,987	+15	$285,885	−0.3%	4.65%
JNJ	Johnson & Johnson Healthcare	Added	1,006	+16	$255,493	+5.6%	4.15%
ETN	Eaton Corp plc Industrials	Held	583	0	$248,427	+19.1%	4.04%
AEP	American Electric Power Co Inc Utilities	Reduced	1,711	-50	$234,081	+1.4%	3.81%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	403	NEW	$201,657	NEW	3.28%