Ridgeline Wealth, LLC reported 60 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 6, 2026
Ridgeline Wealth, LLC reported 60 holdings worth US$171M as of Jun 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Apple Inc. Filed Jul 6, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 4,192 | US$1.56M | 0.91% |
| Alphabet Inc (google) Class C | 1,883 | US$673K | 0.39% |
| Apple Inc | 1,843 | US$533K | 0.31% |
| Advanced Micro Devices Inc | 836 | US$486K | 0.28% |
| Ge Vernova Inc. | 367 | US$431K | 0.25% |
| Corning Incorporated | 1,320 | US$337K | 0.20% |
| Vertiv Holdings, Llc | 925 | US$310K | 0.18% |
| Arthur J. Gallagher & Co. | 1,295 | US$297K | 0.17% |
| Amazon.com, Inc. | 1,230 | US$293K | 0.17% |
| Southern Company (the) | 2,987 | US$286K | 0.17% |
| Johnson & Johnson | 1,006 | US$255K | 0.15% |
| American Electric Power Company, Inc. | 1,711 | US$234K | 0.14% |
| Berkshire Hathaway Inc. | 403 | US$202K | 0.12% |
| Walmart Inc. | 0 | US$0 | 0.00% |