Ridgeline Wealth Planning, LLC
RIA/Wealth
Ridgeline Wealth Planning, LLC is a RIA/Wealth based in Centerville, OH led by Scott W Simons, reporting $147.4M in AUM as of Q3 2025 with 94% ETF concentration, 84% concentrated in top 10 holdings, and 26% allocation to SPLG.
Managing PartnerScott W Simons
- Portfolio Value
- $133.1M
- Positions
- 42
- Top Holding
- SPLG at 26.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ridgeline Wealth Planning, LLC's portfolio (84.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.7M | 26.09% | -$1.1M Sold | — 443.5K shares | |
ETF ETF | $22.0M | 16.52% | +$5.0M Bought | — 433.6K shares | |
ETF ETF | $13.5M | 10.18% | -$1.9M Sold | — 396.5K shares | |
ETF ETF | $11.0M | 8.24% | +$173.2K Bought | — 260.9K shares | |
ETF ETF | $10.1M | 7.58% | +$169.5K Bought | — 170.5K shares | |
ETF ETF | $6.7M | 5.07% | +$145.3K Bought | — 11.2K shares | |
ETF ETF | $5.2M | 3.92% | +$126.7K Bought | — 118.9K shares | |
ETF ETF | $4.2M | 3.19% | +$86.7K Bought | — 113.8K shares | |
ETF ETF | $2.8M | 2.10% | +$18.8K Bought | — 41.4K shares | |
ETF ETF | $2.0M | 1.50% | +$48.5K Bought | — 35.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ridgeline Wealth Planning, 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 | |
+33.14% | |
+29.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-23.79% | |
-13.32% | |
-12.22% | |
-8.93% | |
-7.07% |
Analytics
Portfolio insights and performance metrics for Ridgeline Wealth Planning, LLC
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