13F Filings History of Ridgeline Wealth, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$144,193,913
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Mesa, AZ
Summary
This page shows a list of all the recent 13F filings made by Ridgeline Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ridgeline Wealth, LLC reported 52 stock holdings with total value $144,193,913 as of Q4 2025. Top holdings included AVLC, SPYM, DFIC, AVLV, and DFUS.

Notify me when Ridgeline Wealth, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $144,193,913 +$6,520,270 -$1,740,476 +$4,779,794 AVLC, SPYM, DFIC, AVLV, DFUS 13F-HR 08 Jan 2026, 16:29
Q3 2025 51 $135,475,962 +$6,518,997 -$2,223,821 +$4,295,176 AVLC, SPLG, DFIC, AVLV, DFUS 13F-HR 10 Oct 2025, 12:05
Q2 2025 48 $122,605,724 +$46,244,137 -$51,171,522 -$4,927,385 AVLC, SPLG, DFIC, AVLV, DFUS 13F-HR 11 Jul 2025, 15:54
Q1 2025 54 $117,631,608 +$4,037,105 -$6,940,975 -$2,903,870 AVUS, SPLG, AVGV, DFIC, DFUS 13F-HR 11 Apr 2025, 11:18
Q4 2024 55 $122,708,418 $0 $0 $0 AVUS, SPLG, AVGV, DFIC, DFUS 13F-HR 06 Jan 2025, 17:05