Ridgeline Wealth Planning, 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
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.5% | $6,595,198 |
| Technology | 28.3% | $5,569,077 |
| Financial Services | 19.0% | $3,734,712 |
| Consumer Cyclical | 5.4% | $1,062,127 |
| Consumer Defensive | 5.1% | $1,014,299 |
| Industrials | 3.7% | $737,607 |
| Healthcare | 2.6% | $503,674 |
| Communication Services | 2.5% | $485,308 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MTG | Mgic Investment Corp | +8,377 | 72,233 | $2,036,970 | |
| LRCX | Lam Research Corp | +547 | 4,910 | $2,127,650 | |
| BRK-B | Berkshire Hathaway Inc | +305 | 738 | $369,287 | |
| AMZN | Amazon Com Inc | +170 | 3,574 | $851,827 | |
| PG | PROCTER & GAMBLE Co | +133 | 4,640 | $680,409 | |
| JPM | Jpmorgan Chase & Co | +42 | 780 | $255,317 | |
| AVGO | Broadcom Inc. | +27 | 1,302 | $491,830 | |
| MSFT | Microsoft Corp | +21 | 1,320 | $492,386 | |
| JNJ | Johnson & Johnson | +7 | 1,067 | $270,985 | |
| NOC | Northrop Grumman Corp /De/ | +1 | 609 | $310,169 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −1,711 | 8,956 | $6,595,198 | |
| BXSL | Blackstone Secured Lending Fund | −1,615 | 45,261 | $1,073,138 | |
| GOOGL | Alphabet Inc. | −751 | 1,358 | $485,308 | |
| AAPL | Apple Inc. | −120 | 3,736 | $1,081,048 | |
| NVDA | Nvidia Corp | −75 | 4,496 | $899,604 | |
| WMT | Walmart Inc. | −28 | 2,948 | $333,890 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGGO | Capital Group Global Growth Equity ETF | 340,353 | $11,357,579 | |
| CGDV | Capital Group Dividend Value ETF | 251,606 | $10,703,319 | |
| CGGR | Capital Group Growth ETF | 154,221 | $6,198,141 | |
| IAU | Ishares Gold Trust | 21,933 | $1,933,613 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 35,106 | $1,156,742 | |
| GLD | Spdr Gold Trust | 933 | $401,460 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,956 | $6,595,198 | 33.47% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 4,910 | $2,127,650 | 10.80% | |
| MTG |
Mgic Investment Corp
Financial Services
|
Added | 72,233 | $2,036,970 | 10.34% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,736 | $1,081,048 | 5.49% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Reduced | 45,261 | $1,073,138 | 5.45% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,496 | $899,604 | 4.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,574 | $851,827 | 4.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,640 | $680,409 | 3.45% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,320 | $492,386 | 2.50% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,302 | $491,830 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,358 | $485,308 | 2.46% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 437 | $427,438 | 2.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 738 | $369,287 | 1.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,948 | $333,890 | 1.69% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 609 | $310,169 | 1.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,067 | $270,985 | 1.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 780 | $255,317 | 1.30% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 417 | $242,239 | 1.23% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 203 | $234,320 | 1.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 194 | $232,689 | 1.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 500 | $210,300 | 1.07% |
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.