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Scott W. Simons

Ridgeline Wealth Planning, Llc

Assets Managed
$136.926M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
2mo 11d ago
Growth Rate
-2.29%(2Q avg: 1.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Ridgeline Wealth Planning, 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 136.926M in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of 1.49%. The portfolio is managed by Scott W. Simons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.12%
25.08%
$34.332M
448,546 shares@ $76.54 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -0.23%
14.54%
$19.908M
393,352 shares@ $50.61 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 1.3%
8.3%
$11.358M
340,353 shares@ $33.37 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -1.6%
7.82%
$10.703M
251,606 shares@ $42.55 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -1.24%
7.71%
$10.547M
181,290 shares@ $58.19 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 0.96%
4.53%
$6.198M
154,221 shares@ $40.19 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.14%
4.5%
$6.157M
10,667 shares@ $577.21 avg price
DIVI
Franklin International Core
Recent Activity
Increased 0.02%
4.04%
$5.528M
138,866 shares@ $39.82 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -5.43%
2.28%
$3.111M
39,546 shares@ $78.67 avg price
FLQM
Franklin U.s. Mid Cap Multif
Recent Activity
Decreased -0.38%
1.46%
$1.996M
36,335 shares@ $54.94 avg price

1-10 of 51