Ridgeline Wealth Planning, LLC
Ridgeline Wealth Planning, LLC reported 53 holdings worth US$158M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Ridgeline Wealth Planning, LLC reported 53 holdings worth US$158M as of Jun 30, 2026. Largest: Lam Research Corporation, Mgic Investment Corporation and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lam Research Corporation | 4,910 | US$2.13M | 1.3% |
| Mgic Investment Corporation | 72,233 | US$2.04M | 1.3% |
| Apple Inc | 3,736 | US$1.08M | 0.69% |
| Blackstone Secured Lending Fund | 45,261 | US$1.07M | 0.68% |
| Nvidia Corporation | 4,496 | US$900K | 0.57% |
| Amazon.com, Inc. | 3,574 | US$852K | 0.54% |
| Alphabet Inc (google) Class C | 2,141 | US$765K | 0.48% |
| Procter & Gamble Company (the) | 4,640 | US$680K | 0.43% |
| Microsoft Corp. | 1,320 | US$493K | 0.31% |
| Broadcom Inc. | 1,302 | US$492K | 0.31% |
| Parker-hannifin Corporation | 437 | US$427K | 0.27% |
| Berkshire Hathaway Inc. | 738 | US$369K | 0.23% |
| Walmart Inc. | 2,948 | US$334K | 0.21% |
| Northrop Grumman Corporation | 609 | US$310K | 0.20% |
| Johnson & Johnson | 1,067 | US$271K | 0.17% |
| Jp Morgan Chase & Co. | 780 | US$255K | 0.16% |
| Advanced Micro Devices Inc | 417 | US$242K | 0.15% |
| Micron Technology, Inc. | 203 | US$234K | 0.15% |
| Eli Lilly And Company | 194 | US$233K | 0.15% |
| Tesla, Inc. | 500 | US$210K | 0.13% |