13F Filings History of Ridgeline Wealth Planning, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$140,137,244
Signature - Title
Scott W. Simons - Managing Member & Chief Compliance Officer
Location
Centerville, OH
Summary
This page shows a list of all the recent 13F filings made by Ridgeline Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ridgeline Wealth Planning, LLC reported 50 stock holdings with total value $140,137,244 as of Q4 2025. Top holdings included SPYM, JPST, CGGO, DYNF, and CGDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $140,137,244 +$10,559,509 -$6,451,760 +$4,107,749 SPYM, JPST, CGGO, DYNF, CGDV 13F-HR 03 Feb 2026, 16:44
Q3 2025 42 $133,135,868 +$7,965,743 -$3,889,412 +$4,076,331 SPLG, JPST, CGGO, CGDV, DYNF 13F-HR 29 Oct 2025, 08:44
Q2 2025 37 $121,469,878 +$15,985,130 -$5,773,094 +$10,212,036 SPLG, JPST, CGGO, CGDV, DYNF 13F-HR 24 Jul 2025, 08:48
Q1 2025 35 $101,757,529 +$4,955,794 -$4,925,649 +$30,145 SPLG, JPST, CGGO, CGDV, QUAL 13F-HR 30 Apr 2025, 08:44
Q4 2024 37 $104,483,357 $0 $0 $0 SPLG, JPST, CGGO, CGDV, QUAL 13F-HR 29 Jan 2025, 14:50