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Ridgeline Wealth, LLC
Ridgeline Wealth, LLC is an institution, managing $135.5M across 51 long positions as of Q3 2025 with 96% ETF concentration, 73% concentrated in top 10 holdings, and 24% allocation to AVLC.
- Portfolio Value
- $135.5M
- Positions
- 51
- Top Holding
- AVLC at 24.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ridgeline Wealth, LLC's portfolio (72.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.7M | 24.16% | +$1.2M Bought | — 427.8K shares | |
ETF ETF | $15.9M | 11.75% | -$141.8K Sold | — 203.3K shares | |
ETF ETF | $11.0M | 8.15% | +$548.7K Bought | — 336.9K shares | |
ETF ETF | $7.6M | 5.63% | +$441.9K Bought | — 105.6K shares | |
ETF ETF | $6.1M | 4.48% | +$274.4K Bought | — 83.8K shares | |
ETF ETF | $5.8M | 4.31% | +$354.4K Bought | — 81.4K shares | |
ETF ETF | $5.6M | 4.11% | +$987.2K Bought | — 109.7K shares | |
ETF ETF | $5.6M | 4.10% | -$23.5K Sold | — 51.1K shares | |
ETF ETF | $4.7M | 3.47% | -$3.3K Sold | — 14.1K shares | |
ETF ETF | $3.8M | 2.77% | -$18.2K Sold | — 25.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ridgeline Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+40.5% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-61.78% | |
-24.59% | |
-12.19% |
Analytics
Portfolio insights and performance metrics for Ridgeline Wealth, LLC
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