SEC 13F Intelligence

Ridgeline Wealth Planning, LLC / NDQ

Ridgeline Wealth Planning, LLC’s Invesco Qqq Tr Position

Does Ridgeline Wealth Planning, LLC own Invesco Qqq Tr (NDQ)? Yes — 10.7K shares worth $6M (+4.50% of its 13F portfolio) as of Q1 2026, up from 10.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
10.7K
% of Portfolio
+4.50%
Quarters Held
6
currently held

Position History NDQ

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$6M+4.50%
Q4 202510.7K$7M+4.67%
Q3 202511.2K$7M+5.07%
Q2 202511.0K$6M+4.99%
Q1 20259.7K$5M+4.46%
Q4 20249.5K$5M+4.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ridgeline Wealth Planning, LLC’s full portfolio or all institutional holders of NDQ.