Portfolio (Quarterly) Guide ↗

Ridgeline Wealth, LLC

· CIK 0001934226

13F Portfolio $171M AUM 60 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 16 Added 19 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WMT	WALMART INC	Consumer Defensive	1,631	$203K	0.14%	SOLD

Sector Allocation

Technology 49.1%

Utilities 16.0%

Communication Services 11.3%

Industrials 9.4%

Financial Services 5.0%

Consumer Cyclical 4.9%

Healthcare 4.3%