Holdings
Ridgeline Wealth, LLC
As of Sep 30, 2026, Ridgeline Wealth, LLC reported 14 positions worth US$6.57M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 4,190 | US$2.28M | −2 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,883 | US$666K | no change | Sep 30, 2026 |
| Apple Inc | 1,604 | US$547K | −239 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 836 | US$506K | no change | Sep 30, 2026 |
| Ge Vernova Inc. | 364 | US$365K | −3 | Sep 30, 2026 |
| Amazon.com, Inc. | 1,230 | US$318K | no change | Sep 30, 2026 |
| Arthur J. Gallagher & Co. | 1,295 | US$302K | no change | Sep 30, 2026 |
| Southern Company (the) | 3,053 | US$269K | +66 | Sep 30, 2026 |
| Johnson & Johnson | 1,040 | US$258K | +34 | Sep 30, 2026 |
| Vertiv Holdings, Llc | 955 | US$227K | +30 | Sep 30, 2026 |