Ridgeline Wealth, LLC reported 61 holdings worth US$176M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Ridgeline Wealth, LLC reported 61 holdings worth US$176M as of Sep 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Apple Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 4,190 | US$2.28M | 1.3% |
| Alphabet Inc (google) Class C | 1,883 | US$666K | 0.38% |
| Apple Inc | 1,604 | US$547K | 0.31% |
| Advanced Micro Devices Inc | 836 | US$506K | 0.29% |
| Ge Vernova Inc. | 364 | US$365K | 0.21% |
| Amazon.com, Inc. | 1,230 | US$318K | 0.18% |
| Arthur J. Gallagher & Co. | 1,295 | US$302K | 0.17% |
| Southern Company (the) | 3,053 | US$269K | 0.15% |
| Johnson & Johnson | 1,040 | US$258K | 0.15% |
| Vertiv Holdings, Llc | 955 | US$227K | 0.13% |
| American Electric Power Company, Inc. | 1,711 | US$215K | 0.12% |
| Berkshire Hathaway Inc. | 403 | US$210K | 0.12% |
| Corning Incorporated | 1,370 | US$204K | 0.12% |
| Mastercard Incorporated | 334 | US$202K | 0.11% |