Ridgeline Wealth Planning, LLC

Q2 2026 13F Holdings

Location
Centerville, OH
Holdings as of
6/30/2026
Value
$158M
Num holdings
53
Date filed
7/24/2026
Form type
13F-HR
Prev filing
5/5/2026
Next filing
10/29/2026
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type