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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002013788

Ridgeline Wealth Planning, LLC

Centerville, OH · File #028-24664

Latest AUM
$140.1M
Positions
50
Top-10 Concentration
81.1%
Filings
5

Sector Allocation

Financials
14.7%$20.6M
Technology
2.4%$3.4M
Industrials
0.7%$913,925
Consumer Staples
0.3%$385,813
Healthcare
0.1%$214,193

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A854448,029$35.9M25.65%
2J P MORGAN EXCHANGE TRADED F46641Q837394,281$19.9M14.23%
3CAPITAL GROUP GBL GROWTH EQT14020X104336,017$11.6M8.31%
4BLACKROCK ETF TRUSTBLK183,577$11.2M7.97%
5CAPITAL GROUP DIVIDEND VALUE14020W106255,710$11.2M7.96%
6CAPITAL GROUP GROWTH ETF14020G101152,766$6.8M4.85%
7INVESCO QQQ TRIVZ10,653$6.5M4.67%
8FRANKLIN TEMPLETON ETF TRFGDL138,841$5.4M3.85%
9ISHARES INC46434G76441,818$3.0M2.17%
10FRANKLIN TEMPLETON ETF TRFGDL36,476$2.1M1.46%
11MGIC INVT CORP WIS55284810363,856$1.9M1.33%
12ISHARES GOLD TRIAU22,671$1.8M1.31%
13ISHARES TR4642872002,515$1.7M1.23%
14ISHARES TR4642887607,042$1.5M1.08%
15VANGUARD INDEX FDS9229087693,876$1.3M0.93%
16BLACKROCK ETF TRUSTBLK35,139$1.2M0.83%
17ISHARES TR46432F3395,409$1.1M0.77%
18VANGUARD SCOTTSDALE FDS92206C40912,505$997,0470.71%
19SPDR SERIES TRUST78464A80510,879$897,5180.64%
20LAM RESEARCH CORPLRCX4,956$848,3680.61%