Portfolio (Quarterly) Guide ↗

Ridgeline Wealth, LLC

· CIK 0001934226

13F Portfolio $140M AUM 52 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 10 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY INC DEL	—	1,380	$694K	0.48%	SOLD
2	EFG	ISHARES TR	—	2,235	$255K	0.18%	SOLD
3	ICSH	ISHARES TR	—	3,990	$202K	0.14%	SOLD

Sector Allocation

Utilities 24.3%

Technology 23.4%

Industrials 12.7%

Communication Services 11.4%

Financial Services 8.1%

Consumer Cyclical 7.4%

Healthcare 6.9%

Consumer Defensive 5.8%