Ownership history in Ridgeline Wealth, LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which Ridgeline Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ridgeline Wealth, LLC outperformed the S&P 500 by +0.3% annually on this AVLC position. Average cost basis: $71.08. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
2 quarters analyzed
Best entry: $70.58 (2025 Q2) Β· Worst: $78.47 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Ridgeline Wealth, LLC has been actively increasing its AVLC allocation β a bullish signal from insiders.
Currently 24.22% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.