SEC Form 13F

Ridgeline Wealth Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$157,782,527
Positions53

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$42,067,167478,689
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$20,011,951395,728
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$14,689,057215,984
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$13,437,023272,667
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$11,166,180263,789
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$8,575,842181,692
INVESCO QQQ TRQQQUNIT SER 1$6,595,4678,956
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$5,841,325136,735
ISHARES INCEMXCMSCI EMRG CHN$3,632,48035,508
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$2,384,99245,239

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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