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Teresa Douberly

Ridgeline Wealth, Llc

Assets Managed
$170.947M
Holdings
60
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
22.46%(2Q avg: 9.64%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Ridgeline Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 170.947M in assets, with a quarterly growth rate of 22.46% and a 2-quarter average growth rate of 9.64%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 0.24%
23.72%
$40.544M
450,687 shares@ $89.97 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 8.21%
8.36%
$14.291M
383,536 shares@ $37.27 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.08%
7.72%
$13.183M
150,016 shares@ $87.88 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 3.65%
6.26%
$10.69M
117,201 shares@ $91.21 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -3.94%
4.62%
$7.897M
96,370 shares@ $81.94 avg price
AVNV
Avantis All Intl Mkt Val Etf
Recent Activity
Increased 9.16%
4.42%
$7.553M
91,502 shares@ $82.54 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.02%
4.18%
$7.133M
55,692 shares@ $128.08 avg price
AVTM
Avantis Total Equity Etf
Recent Activity
New Position
4.09%
$6.975M
128,110 shares@ $54.45 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 1.28%
3.6%
$6.139M
121,588 shares@ $50.49 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 4.05%
3.24%
$5.528M
75,375 shares@ $73.35 avg price

1-10 of 60