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S&p Global shares owned by Ridgecrest Wealth Partners

Quarter-by-quarter ownership of S&p Global shares owned by Ridgecrest Wealth Partners from 13F filings

Historical chart of Ridgecrest Wealth Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Ridgecrest Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Ridgecrest Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 4.2k 407.26

More positions owned by Ridgecrest Wealth Partners

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Broadcom (AVGO)
Applied Materials (AMAT)
Procter & Gamble Company (PG)
Cisco Systems (CSCO)

View all positions for Ridgecrest Wealth Partners

Top funds holding S&p Global

Sather Financial
Clio Asset Management
Krueger & Catalano Capital Partners
Investment House
Ridgecrest Wealth Partners
Citrine Capital
Crew Capital Management
Cape Investment Advisory
Paragon Private Wealth Management
Indivisible Partners
Jacobsen Capital Management
Perryman Financial Advisory Inc /ad
Atlas Legacy Advisors
Cushing Capital Partners
Beacon Bridge Wealth Partners

View all funds holding S&p Global