RIDGELINE WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 4K | $1.56M |
 | SO | 3K | $285.89K |
 | GOOGL | 2K | $672.75K |
 | AAPL | 2K | $533.29K |
 | AEP | 2K | $234.08K |
 | GLW | 1K | $337.17K |
 | AJG | 1K | $297.29K |
 | AMZN | 1K | $293.04K |
 | JNJ | 1K | $255.37K |
 | VRT | 925 | $309.71K |
 | AMD | 836 | $485.64K |
 | ETN | 583 | $248.22K |
 | BRK-B | 403 | $201.66K |
 | GEV | 367 | $431.17K |
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.56M
The Southern Company
SO
Shares Held
3K
Value
$285.89K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$672.75K
Apple Inc.
AAPL
Shares Held
2K
Value
$533.29K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$234.08K
Corning Inc
GLW
Shares Held
1K
Value
$337.17K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$297.29K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$293.04K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$255.37K
Vertiv Holdings Co
VRT
Shares Held
925
Value
$309.71K
Advanced Micro Devices, Inc.
AMD
Shares Held
836
Value
$485.64K
Eaton Corporation plc
ETN
Shares Held
583
Value
$248.22K
Berkshire Hathaway Inc.
BRK-B
Shares Held
403
Value
$201.66K
GE Vernova Inc.
GEV
Shares Held
367
Value
$431.17K