# EDGAR Filing Document

**Accession Number:** 0002013788
**File Stem:** 0002085853-25-000186
**Filing Date:** 2025-10
**Character Count:** 8159
**Document Hash:** 89fc98313018c8c440997136230dc89b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000186.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0002085853-25-000186

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ridgeline Wealth Planning, LLC
- **CENTRAL INDEX KEY:** 0002013788

**ORGANIZATION NAME:**
- **EIN:** 844746988
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24664
- **FILM NUMBER:** 251427043

**BUSINESS ADDRESS:**
- **STREET 1:** 1700 LYONS ROAD, SUITE B
- **CITY:** CENTERVILLE
- **STATE:** OH
- **ZIP:** 45458
- **BUSINESS PHONE:** 937-739-3744

**MAIL ADDRESS:**
- **STREET 1:** 1700 LYONS ROAD, SUITE B
- **CITY:** CENTERVILLE
- **STATE:** OH
- **ZIP:** 45458

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ridgeline Wealth Planning LLC<br>**Address:** 1700 Lyons Road Suite B<br>Centerville, OH 45458

**Form 13F File Number:** 028-24664

**CRD Number (if applicable):** 000307702

**SEC File Number (if applicable):** 801-129850

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott W. Simons<br>**Title:** Managing Member  Chief Compliance Officer<br>**Phone:** 937-739-3744

**Signature, Place, and Date of Signing:**

/s/ Scott W. Simons  CENTERVILLE, OH  10-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $133135868

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 257686 | 1060 | SH |  | SOLE |  | 1000 | 0 | 60 |
| AMAZON COM INC | COM | 023135106 |  | 686595 | 3127 | SH |  | SOLE |  | 977 | 0 | 2150 |
| APPLE INC | COM | 037833100 |  | 629730 | 2473 | SH |  | SOLE |  | 1452 | 0 | 1021 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 10094887 | 170522 | SH |  | SOLE |  | 0 | 0 | 170522 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 367248 | 14087 | SH |  | SOLE |  | 0 | 0 | 14087 |
| BROADCOM INC | COM | 11135F101 |  | 325621 | 987 | SH |  | SOLE |  | 482 | 0 | 505 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 10966119 | 260912 | SH |  | SOLE |  | 0 | 0 | 260912 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 13549776 | 396540 | SH |  | SOLE |  | 0 | 0 | 396540 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 5221034 | 118876 | SH |  | SOLE |  | 0 | 0 | 118876 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 383182 | 16865 | SH |  | SOLE |  | 0 | 0 | 16865 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 239814 | 6601 | SH |  | SOLE |  | 0 | 0 | 6601 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 356078 | 9232 | SH |  | SOLE |  | 0 | 0 | 9232 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 33734X150 |  | 262204 | 3359 | SH |  | SOLE |  | 0 | 0 | 3359 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 |  | 203769 | 1858 | SH |  | SOLE |  | 0 | 0 | 1858 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 455300 | 1627 | SH |  | SOLE |  | 0 | 0 | 1627 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 444755 | 1937 | SH |  | SOLE |  | 0 | 0 | 1937 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 |  | 4245588 | 113792 | SH |  | SOLE |  | 0 | 0 | 113792 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 1998012 | 35394 | SH |  | SOLE |  | 0 | 0 | 35394 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 211539 | 856 | SH |  | SOLE |  | 0 | 0 | 856 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 913706 | 12467 | SH |  | SOLE |  | 0 | 0 | 12467 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6748050 | 11240 | SH |  | SOLE |  | 0 | 0 | 11240 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 2794013 | 41387 | SH |  | SOLE |  | 0 | 0 | 41387 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1971675 | 2946 | SH |  | SOLE |  | 0 | 0 | 2946 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1785337 | 9179 | SH |  | SOLE |  | 0 | 0 | 9179 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 788081 | 6632 | SH |  | SOLE |  | 0 | 0 | 6632 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 21997287 | 433615 | SH |  | SOLE |  | 0 | 0 | 433615 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 751715 | 5614 | SH |  | SOLE |  | 122 | 0 | 5492 |
| MGIC INVT CORP WIS | COM | 552848103 |  | 1811595 | 63856 | SH |  | SOLE |  | 0 | 0 | 63856 |
| MICROSOFT CORP | COM | 594918104 |  | 558396 | 1078 | SH |  | SOLE |  | 762 | 0 | 316 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 369857 | 607 | SH |  | SOLE |  | 11 | 0 | 596 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 670199 | 3592 | SH |  | SOLE |  | 2414 | 0 | 1178 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 488249 | 644 | SH |  | SOLE |  | 15 | 0 | 629 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 763641 | 4970 | SH |  | SOLE |  | 254 | 0 | 4716 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 389526 | 14268 | SH |  | SOLE |  | 0 | 0 | 14268 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 500207 | 11690 | SH |  | SOLE |  | 0 | 0 | 11690 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 34741640 | 443473 | SH |  | SOLE |  | 0 | 0 | 443473 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 877391 | 10879 | SH |  | SOLE |  | 0 | 0 | 10879 |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 |  | 276636 | 2780 | SH |  | SOLE |  | 0 | 0 | 2780 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 509138 | 12245 | SH |  | SOLE |  | 0 | 0 | 12245 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1295118 | 3946 | SH |  | SOLE |  | 0 | 0 | 3946 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 923511 | 11554 | SH |  | SOLE |  | 0 | 0 | 11554 |
| WALMART INC | COM | 931142103 |  | 311963 | 3027 | SH |  | SOLE |  | 557 | 0 | 2470 |

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