RIDGELINE WEALTH PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MTG | 64K | $1.68M |
 | NVDA | 5K | $797.19K |
 | PG | 5K | $650.99K |
 | LRCX | 4K | $932.20K |
 | AAPL | 4K | $978.67K |
 | AMZN | 3K | $708.95K |
 | WMT | 3K | $369.86K |
 | GOOGL | 1K | $380.44K |
 | MSFT | 1K | $480.93K |
 | AVGO | 1K | $394.69K |
 | JNJ | 1K | $259.11K |
 | GOOG | 786 | $225.53K |
 | JPM | 738 | $217.09K |
 | NOC | 608 | $414.80K |
 | PH | 437 | $391.22K |
 | BRK-B | 433 | $207.49K |
MGIC Investment Corporation
MTG
Shares Held
64K
Value
$1.68M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$797.19K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$650.99K
Lam Research Corporation
LRCX
Shares Held
4K
Value
$932.20K
Apple Inc.
AAPL
Shares Held
4K
Value
$978.67K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$708.95K
Walmart Inc.
WMT
Shares Held
3K
Value
$369.86K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$380.44K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$480.93K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$394.69K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$259.11K
Alphabet Inc.
GOOG
Shares Held
786
Value
$225.53K
JPMorgan Chase & Co.
JPM
Shares Held
738
Value
$217.09K
Northrop Grumman Corporation
NOC
Shares Held
608
Value
$414.80K
Parker-Hannifin Corporation
PH
Shares Held
437
Value
$391.22K
Berkshire Hathaway Inc.
BRK-B
Shares Held
433
Value
$207.49K