Ridgeline Wealth Planning, LLC
Filing Date
Global Rank
#7,419
/ 8,232
▲ 229
Top Industry
Insurance - Specialty
16.8%
3Y Alpha vs SPY
+2.2%
Period ended 3 months ago
Filed May 5, 2026 · 41d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 46.0% | $8,491,852 |
| Technology | 19.4% | $3,583,469 |
| Financial Services | 17.4% | $3,211,295 |
| Consumer Defensive | 5.5% | $1,020,848 |
| Industrials | 4.4% | $806,020 |
| Consumer Cyclical | 3.8% | $708,951 |
| Communication Services | 2.1% | $380,441 |
| Healthcare | 1.4% | $259,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
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. | ||||
1 positions ·
$380,441 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,323 | $380,441 | 100.00% |