Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ridgeline Wealth, LLC

Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001934226-25-000008

Total Value
$135.5M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072158427,761$32.7M24.16%
2SPDR SERIES TRUST78464A854203,264$15.9M11.75%
3DIMENSIONAL ETF TRUST25434V799336,878$11.0M8.15%
4AMERICAN CENTY ETF TR025072349105,604$7.6M5.63%
5DIMENSIONAL ETF TRUST25434V40183,781$6.1M4.48%
6AMERICAN CENTY ETF TR02507216681,394$5.8M4.31%
7JANUS DETROIT STR TR47103U845109,721$5.6M4.11%
8AMERICAN CENTY ETF TR02507288551,076$5.6M4.10%
9ISHARES TR46428710114,139$4.7M3.47%
10ISHARES TR46435G42525,799$3.8M2.77%
11AMERICAN CENTY ETF TR02507232365,359$3.7M2.76%
12AMERICAN CENTY ETF TR02507A10158,251$3.5M2.58%
13ISHARES TR46432F33916,201$3.2M2.33%
14ISHARES TR46428887741,331$2.8M2.07%
15PGIM ETF TR69344A10745,462$2.3M1.67%
16AMERICAN CENTY ETF TR02507223223,334$1.9M1.44%
17ISHARES TR4642877219,750$1.9M1.41%
18ISHARES TR46428786124,143$1.6M1.17%
19DIMENSIONAL ETF TRUST25434V65846,873$1.3M0.94%
20VANGUARD INDEX FDS9229087693,438$1.1M0.83%
21AMERICAN CENTY ETF TR02507270312,825$1.0M0.75%
22NORTHERN LTS FD TR IVNTRSO19,811$841,1570.62%
23TIMOTHY PLAN88743233422,556$752,9030.56%
24ISHARES TR4642875495,945$748,8090.55%
25DIMENSIONAL ETF TRUST25434V73222,719$728,6000.54%
26SCHWAB STRATEGIC TR80852483927,464$644,5800.48%
27AMERICAN CENTY ETF TR0250722168,738$614,6130.45%
28AMERICAN CENTY ETF TR0250726047,420$557,2970.41%
29ISHARES TR4642876221,515$553,8830.41%
30APPLE INCAAPL1,989$506,4590.37%
31ISHARES TR46434V61310,014$467,7600.35%
32SPDR SERIES TRUST78464A8055,494$443,0840.33%
33JANUS DETROIT STR TR47103U7539,022$434,5750.32%
34ISHARES TR4642888853,741$426,0670.31%
35GALLAGHER ARTHUR J & CO3635761091,295$401,1130.30%
36ISHARES TR46435G40910,153$360,2390.27%
37MICROSOFT CORPMSFT689$356,9740.26%
38ALPHABET INCGOOG1,454$353,3460.26%
39ISHARES TR46435U2182,560$299,6530.22%
40SOUTHERN COSOMN2,902$275,0230.20%
41ISHARES TR46429B6972,888$274,7170.20%
42AMAZON COM INCAMZN1,150$252,3960.19%
43ISHARES TR46435U7134,742$250,4890.18%
44GE VERNOVA INCGEV402$247,1900.18%
45ISHARES INC46434G8894,288$242,6420.18%
46ISHARES TR464287200363$242,6220.18%
47ISHARES TR46436E7182,236$225,1650.17%
48ISHARES TR4642873091,816$219,2280.16%
49SPDR SERIES TRUST78468R7214,729$215,5010.16%
50EATON CORP PLCETN560$209,3930.15%
51BERKSHIRE HATHAWAY INC DELBRK-A399$200,5930.15%