Ridgeline Wealth Planning, LLC

CIK

2013788

Location

Centerville, OH

Portfolio Value

Micro $18,461,982

Diversification

Diversified

Filing Date

Global Rank

#7,419 / 8,232 ▲ 229

Top Industry

Insurance - Specialty 16.8%

3Y Alpha vs SPY

+2.2%

Period ended 2 months ago

Filed May 5, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+26.5%

SPY

+23.4%

Annualised alpha

+2.2%

Max drawdown

−20.9%

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

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.3%

−2.0 pts

Top 5

64.2%

+0.0 pts

Top 10

83.6%

+0.4 pts

HHI

1,478

Diversified−115

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.0%	$8,491,852	3
Technology	19.4%	$3,583,469	5
Financial Services	17.4%	$3,211,295	4
Consumer Defensive	5.5%	$1,020,848	2
Industrials	4.4%	$806,020	2
Consumer Cyclical	3.8%	$708,951	1
Communication Services	2.1%	$380,441	1
Healthcare	1.4%	$259,106	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	+16,563	46,876	$1,110,492
AAPL	Apple Inc.	+963	3,856	$978,614
NVDA	Nvidia Corp	+552	4,571	$797,182
PG	PROCTER & GAMBLE Co	+223	4,507	$650,991
GOOGL	Alphabet Inc.	+175	1,323	$380,441
AMZN	Amazon Com Inc	+172	3,404	$708,951
AVGO	Broadcom Inc.	+50	1,275	$394,625
MSFT	Microsoft Corp	+39	1,299	$480,850
JNJ	Johnson & Johnson	+25	1,060	$259,106
QQQ	Invesco Qqq Trust, Series 1	+14	10,667	$6,156,779
JPM	Jpmorgan Chase & Co	+2	738	$217,090
NOC	Northrop Grumman Corp /De/	+1	608	$414,801
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−738	21,933	$1,933,613
LRCX	Lam Research Corp	−593	4,363	$932,198
WMT	Walmart Inc.	−487	2,976	$369,857
PH	Parker-Hannifin Corp	−209	437	$391,219
GLD	Spdr Gold Trust	−18	933	$401,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	433	$207,493
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	488	$219,463
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $18,461,982 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	10,667	+14	$6,156,779	−5.9%	33.35%
IAU	Ishares Gold Trust	Reduced	21,933	-738	$1,933,613	+5.1%	10.47%
MTG	Mgic Investment Corp Financial Services	Held	63,856	0	$1,676,220	−10.2%	9.08%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	46,876	+16,563	$1,110,492	+39.1%	6.02%
AAPL	Apple Inc. Technology	Added	3,856	+963	$978,614	+24.4%	5.30%
LRCX	Lam Research Corp Technology	Reduced	4,363	-593	$932,198	+9.9%	5.05%
NVDA	Nvidia Corp Technology	Added	4,571	+552	$797,182	+6.4%	4.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,404	+172	$708,951	−5.0%	3.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,507	+223	$650,991	+6.0%	3.53%
MSFT	Microsoft Corp Technology	Added	1,299	+39	$480,850	−21.1%	2.60%
NOC	Northrop Grumman Corp /De/ Industrials	Added	608	+1	$414,801	+19.8%	2.25%
GLD	Spdr Gold Trust	Reduced	933	-18	$401,460	+6.5%	2.17%
AVGO	Broadcom Inc. Technology	Added	1,275	+50	$394,625	−6.9%	2.14%
PH	Parker-Hannifin Corp Industrials	Reduced	437	-209	$391,219	−31.1%	2.12%
GOOGL	Alphabet Inc. Communication Services	Added	1,323	+175	$380,441	+5.9%	2.06%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,976	-487	$369,857	−4.1%	2.00%
JNJ	Johnson & Johnson Healthcare	Added	1,060	+25	$259,106	+21.0%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Added	738	+2	$217,090	−8.5%	1.18%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	433	NEW	$207,493	NEW	1.12%