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Disclosed positions
Ridgeline Wealth Planning, LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYM
- Class
- ST STR P500ETF
- Reported value
- $42,067,167
- Reported amount
- 478,689
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000854Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $42,067,167 | 478,689 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $20,011,951 | 395,728 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $14,689,057 | 215,984 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $13,437,023 | 272,667 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $11,166,180 | 263,789 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $8,575,842 | 181,692 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $6,595,467 | 8,956 | SH | None |
| FRANKLIN TEMPLETON ETF TR | DIVI | INTL COR DIV TIL | $5,841,325 | 136,735 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $3,632,480 | 35,508 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $2,384,992 | 45,239 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $2,127,650 | 4,910 | SH | None |
| MGIC INVT CORP WIS | MTG | COM | $2,036,971 | 72,233 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,925,098 | 2,571 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $1,834,965 | 7,569 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,434,656 | 3,877 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $1,394,787 | 17,649 | SH | None |
| APPLE INC | AAPL | COM | $1,081,126 | 3,736 | SH | None |
| BLACKSTONE SECD LENDING FD | BXSL | COMMON STOCK | $1,073,139 | 45,261 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $1,037,041 | 20,580 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $987,704 | 10,879 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $933,669 | 4,255 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $899,641 | 4,496 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $870,907 | 9,666 | SH | None |
| AMAZON COM INC | AMZN | COM | $851,827 | 3,574 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $802,950 | 5,414 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $680,443 | 4,640 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | QTEC | SHS | $648,295 | 1,937 | SH | None |
| SPDR SERIES TRUST | BILS | ST STR BL 12 ETF | $595,327 | 5,990 | SH | None |
| MICROSOFT CORP | MSFT | COM | $492,513 | 1,320 | SH | None |
| BROADCOM INC | AVGO | COM | $491,945 | 1,302 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $485,309 | 1,358 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FDN | DJ INTERNT IDX | $430,699 | 1,627 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $427,438 | 437 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $409,532 | 9,232 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $401,879 | 18,030 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $395,138 | 12,461 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $369,288 | 738 | SH | None |
| WALMART INC | WMT | COM | $333,892 | 2,948 | SH | None |
| COLUMBIA ETF TR II | XCEM | EM CORE EX ETF | $327,380 | 6,191 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLQM | US MID CP MLTFCT | $324,670 | 5,609 | SH | None |
| NORTHROP GRUMMAN CORP | NOC | COM | $310,170 | 609 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FXR | INDLS PROD DUR | $306,072 | 3,359 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $279,927 | 792 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $270,986 | 1,067 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $270,566 | 893 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $255,321 | 780 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $242,239 | 417 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $234,321 | 203 | SH | None |
| ELI LILLY & CO | LLY | COM | $232,741 | 194 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FXH | HLTH CARE ALPH | $227,419 | 1,858 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.