Ridgeline Wealth Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Managing Member and Chief Compliance Officer Scott W. Simons, reports a total of 54 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed holdings. Notable equity positions include significant stakes in SPDR Series Trust S&P 500 ETF (484,882 shares), SPDR Series Trust S&P 1500 ETF (1,087,912 shares), and SPDR Series Trust S&P 500 ETF (2,048,016 shares). Other major ETF holdings include the Vanguard Short-Term Corporate Bond ETF (176,074 shares) and the J.P. Morgan Ultra Short Term ETF (406,039 shares).
Among individual stocks, NVIDIA Corporation is the largest holding with 1,286,507 shares. Other individual stock positions include Microsoft Corporation (959,856 shares), Procter & Gamble Co. (647,288 shares), and Amazon.com Inc. (3,935 shares). The filing also lists positions in Alphabet Inc. Class A (1,768 shares), Apple Inc. (4,488 shares), and Berkshire Hathaway Inc. Class B (975 shares).
