RIDGELINE WEALTH PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MTG | 64K | $1.87M |
 | LRCX | 5K | $848.37K |
 | PG | 4K | $613.94K |
 | NVDA | 4K | $749.55K |
 | WMT | 3K | $385.81K |
 | AMZN | 3K | $746.01K |
 | AAPL | 3K | $786.54K |
 | MSFT | 1K | $609.43K |
 | AVGO | 1K | $424.01K |
 | GOOGL | 1K | $359.32K |
 | JNJ | 1K | $214.19K |
 | GOOG | 747 | $234.46K |
 | JPM | 736 | $237.15K |
 | PH | 646 | $567.81K |
 | NOC | 607 | $346.12K |
 | TSLA | 488 | $219.46K |
MGIC Investment Corporation
MTG
Shares Held
64K
Value
$1.87M
Lam Research Corporation
LRCX
Shares Held
5K
Value
$848.37K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$613.94K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$749.55K
Walmart Inc.
WMT
Shares Held
3K
Value
$385.81K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$746.01K
Apple Inc.
AAPL
Shares Held
3K
Value
$786.54K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$609.43K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$424.01K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$359.32K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$214.19K
Alphabet Inc.
GOOG
Shares Held
747
Value
$234.46K
JPMorgan Chase & Co.
JPM
Shares Held
736
Value
$237.15K
Parker-Hannifin Corporation
PH
Shares Held
646
Value
$567.81K
Northrop Grumman Corporation
NOC
Shares Held
607
Value
$346.12K
Tesla, Inc.
TSLA
Shares Held
488
Value
$219.46K