Ridgeline Wealth, LLC
Annual return '25
+18.3%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$139.6M
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 72%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVLC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
25.0%
02
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.0%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
8.2%
04
$AVLV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.5%
05
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.1%
06
$AVNV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.7%
07
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.5%
08
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
4.3%
09
$AVSC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.2%
10
$OEF
ISHARES TR
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.