Holdings
Ridgeline Wealth Planning, LLC
As of Jun 30, 2026, Ridgeline Wealth Planning, LLC reported 20 positions worth US$13.4M. Largest: Lam Research Corporation, Mgic Investment Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 4,910 | US$2.13M | +547 | Jun 30, 2026 |
| Mgic Investment Corporation | 72,233 | US$2.04M | +8,377 | Jun 30, 2026 |
| Apple Inc | 3,736 | US$1.08M | −120 | Jun 30, 2026 |
| Blackstone Secured Lending Fund | 45,261 | US$1.07M | −1,615 | Jun 30, 2026 |
| Nvidia Corporation | 4,496 | US$900K | −75 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,574 | US$852K | +170 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,141 | US$765K | +34 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 4,640 | US$680K | +133 | Jun 30, 2026 |
| Microsoft Corp. | 1,320 | US$493K | +21 | Jun 30, 2026 |
| Broadcom Inc. | 1,302 | US$492K | +27 | Jun 30, 2026 |