• 13F History

Ridgeline Wealth, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$118M
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Mesa, AZ
Summary
This page shows a list of all the recent 13F filings made by Ridgeline Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ridgeline Wealth, LLC reported 54 stock holdings with total value $118M as of Q1 2025. Top holdings included AVUS, SPLG, AVGV, DFIC, and DFUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 54 $118M +$4.04M -$6.94M -$2.9M AVUS, SPLG, AVGV, DFIC, DFUS 13F-HR 4/11/2025, 11:18 AM
Q4 2024 55 $123M $0 $0 AVUS, SPLG, AVGV, DFIC, DFUS 13F-HR 1/6/2025, 05:05 PM