RIDGELINE WEALTH, LLC 13F Portfolio
RIDGELINE WEALTH, LLC runs RIDGELINE WEALTH, LLC and currently holds 60 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $170.95M. Their top holdings are AVLC, DFIC, AVLV, DFUS, AVNV. The top five represent 47.4% of reported portfolio weight. RIDGELINE WEALTH, LLC ranks #787 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIDGELINE WEALTH, LLC initiated 7 new positions. They added to 19 existing positions. They trimmed 22 positions. Their current best-performing preview position is IYW with returns of +39.03%.
Portfolio Value
$170.95M
Alpha Score
28.0
#787 of 1000
Holdings
60
RIDGELINE WEALTH, LLC Current 13F Holdings
Reported holdings from RIDGELINE WEALTH, LLC's latest SEC 13F filing, ranked by portfolio weight.
60 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVLC AMERICAN CENTY ETF TR | 23.72% | $71.64 | $92.10 | +28.56% | Added +0.24% |
 DFIC DIMENSIONAL ETF TRUST | 8.36% | $27.52 | $37.51 | +36.30% | Added +8.21% |
 AVLV AMERICAN CENTY ETF TR | 6.25% | $69.75 | $92.41 | +32.49% | Added +3.64% |
 DFUS DIMENSIONAL ETF TRUST | 4.62% | $65.51 | $84.78 | +29.41% | Trimmed -3.94% |
 AVNV AMERICAN CENTY ETF TR | 4.42% | $67.82 | $84.12 | +24.03% | Added +9.16% |
 AVUS AMERICAN CENTY ETF TR | 4.17% | $98.06 | $130.49 | +33.07% | Trimmed -1.02% |
 JAAA JANUS DETROIT STR TR | 3.59% | $50.71 | $50.54 | -0.34% | Added +1.27% |
 AVSC AMERICAN CENTY ETF TR | 3.23% | $53.28 | $69.98 | +31.34% | Added +4.04% |
 OEF ISHARES TR | 3.00% | $288.85 | $388.80 | +34.60% | Trimmed -0.88% |
 AVXC AMERICAN CENTY ETF TR | 2.89% | $51.59 | $82.21 | +59.35% | Trimmed -1.33% |
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