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RIDGELINE WEALTH, LLC 13F portfolio summary

RIDGELINE WEALTH, LLC of RIDGELINE WEALTH, LLC has 52 current stock holdings with a reported portfolio value of $139.6M. The portfolio 1 year return is +18.90%. Top holdings include AVLC (24.98%), DFIC (9.02%), SPLG (8.22%), AVLV (6.53%), DFUS (5.10%).

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RIDGELINE WEALTH, LLC

RIDGELINE WEALTH, LLC
Latest filing: 2026-03-31

RIDGELINE WEALTH, LLC runs RIDGELINE WEALTH, LLC and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $139.60M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RIDGELINE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RIDGELINE WEALTH, LLC's portfolio at RIDGELINE WEALTH, LLC has delivered returns of +18.90%. Their 3-year annualized return is +16.79%. Looking at the 5-year horizon, RIDGELINE WEALTH, LLC has achieved +16.79% annualized returns at RIDGELINE WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.90%
#0/1000
3 Year
+16.79%
#0/1000
5 Year
+16.79%
#0/1000

Portfolio Value

$139.60M

Alpha Score

15.5

#0 of 1000

Holdings

52

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change