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Teresa Douberly

Ridgeline Wealth, Llc

Assets Managed
$139.603M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
-3.18%(2Q avg: 1.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.603M in assets, with a quarterly growth rate of -3.18% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 1.23%
24.98%
$34.868M
449,618 shares@ $77.56 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.61%
9.03%
$12.594M
354,452 shares@ $35.53 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -25.54%
8.22%
$11.473M
149,900 shares@ $76.55 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 0.93%
6.53%
$9.116M
113,084 shares@ $80.61 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 9.73%
5.1%
$7.114M
100,326 shares@ $70.92 avg price
AVNV
Avantis All Intl Mkt Val Etf
Recent Activity
Decreased -0.78%
4.71%
$6.574M
83,825 shares@ $78.44 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 1.92%
4.49%
$6.256M
56,267 shares@ $111.18 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 0.72%
4.34%
$6.047M
120,058 shares@ $50.38 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 3.22%
3.24%
$4.513M
72,445 shares@ $62.31 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
3.23%
$4.497M
14,137 shares@ $318.08 avg price

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