Ridgeline Wealth Planning, LLC - Portfolio Stock Holdings

Ridgeline Wealth Planning, LLC disclosed 55 stock positions in a recent SEC 13F filing. $157,781,946 of stock holdings were filed, with the largest holdings including SPYM, JPST, and DYNF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $259,550,914 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.