Ridgecrest Wealth Partners
Latest statistics and disclosures from Ridgecrest Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, NVDA, DGRO, VOO, and represent 37.14% of Ridgecrest Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$6.5M), NFLX, FTEC, GS, APH, QQQI, XLK, NVDA, QBTS, XLU.
- Started 4 new stock positions in APH, FTEC, GS, QQQI.
- Reduced shares in these 10 stocks: GOOGL (-$8.3M), AAPL (-$7.7M), DGRO, VOO, SPY, VIG, QQQ, JNJ, ITOT, PG.
- Sold out of its positions in AME, BMY, CLX, FEPI, IWD, K, LULU, MSI, NRDS, ROST. SCHW, SO, SBUX, SNPS, MMM, TOST, TRV, UPS, ETN.
- Ridgecrest Wealth Partners was a net seller of stock by $-45M.
- Ridgecrest Wealth Partners has $184M in assets under management (AUM), dropping by -16.63%.
- Central Index Key (CIK): 0001860719
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Portfolio Holdings for Ridgecrest Wealth Partners
Ridgecrest Wealth Partners holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.4 | $21M | -26% | 78k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $14M | -37% | 45k | 313.00 |
|
| NVIDIA Corporation (NVDA) | 7.1 | $13M | 70k | 186.50 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 6.5 | $12M | -26% | 172k | 69.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $8.3M | -33% | 13k | 627.15 |
|
| Broadcom (AVGO) | 4.2 | $7.7M | +504% | 22k | 346.10 |
|
| Microsoft Corporation (MSFT) | 3.9 | $7.3M | -11% | 15k | 483.61 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $7.1M | -14% | 10k | 684.94 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.5 | $6.4M | -23% | 29k | 219.78 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $6.1M | -17% | 41k | 148.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $6.0M | -10% | 19k | 313.81 |
|
| Chevron Corporation (CVX) | 2.2 | $4.1M | -2% | 27k | 152.41 |
|
| Procter & Gamble Company (PG) | 1.7 | $3.2M | -28% | 22k | 143.31 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $3.0M | 4.00 | 754800.00 |
|
|
| S&p Global (SPGI) | 1.3 | $2.4M | 4.7k | 522.59 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.3M | -49% | 3.4k | 681.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $2.3M | -3% | 16k | 143.52 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.2M | -13% | 6.9k | 322.24 |
|
| Cisco Systems (CSCO) | 1.1 | $2.1M | 27k | 77.03 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 1.1 | $2.1M | -16% | 17k | 121.61 |
|
| Coca-Cola Company (KO) | 1.1 | $2.0M | -5% | 28k | 69.91 |
|
| International Business Machines (IBM) | 1.0 | $1.9M | -34% | 6.5k | 296.21 |
|
| Abbvie (ABBV) | 1.0 | $1.9M | 8.3k | 228.50 |
|
|
| Tesla Motors (TSLA) | 1.0 | $1.8M | -9% | 4.0k | 449.77 |
|
| Brunswick Corporation (BC) | 1.0 | $1.8M | 24k | 74.24 |
|
|
| Amazon (AMZN) | 0.9 | $1.6M | -16% | 7.1k | 230.81 |
|
| Sunrun (RUN) | 0.8 | $1.5M | -7% | 79k | 18.40 |
|
| Amgen (AMGN) | 0.8 | $1.4M | -7% | 4.3k | 327.31 |
|
| Wells Fargo & Company (WFC) | 0.7 | $1.3M | 14k | 93.20 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $1.2M | -54% | 5.9k | 206.97 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | -42% | 9.9k | 120.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | -9% | 3.5k | 335.26 |
|
| Applied Materials (AMAT) | 0.6 | $1.2M | -17% | 4.6k | 256.99 |
|
| Norfolk Southern (NSC) | 0.6 | $1.2M | 4.1k | 288.70 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $1.0M | -5% | 1.6k | 660.17 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $978k | -37% | 1.1k | 862.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $975k | -63% | 1.6k | 614.32 |
|
| Caterpillar (CAT) | 0.5 | $957k | -15% | 1.7k | 572.87 |
|
| Union Pacific Corporation (UNP) | 0.5 | $951k | -25% | 4.1k | 231.32 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $946k | 880.00 | 1074.68 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.5 | $860k | -6% | 20k | 43.25 |
|
| Abbott Laboratories (ABT) | 0.5 | $845k | 6.7k | 125.29 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $807k | -21% | 1.6k | 502.65 |
|
| Philip Morris International (PM) | 0.4 | $796k | 5.0k | 160.40 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $759k | +13% | 28k | 27.43 |
|
| Merck & Co (MRK) | 0.4 | $720k | -33% | 6.8k | 105.26 |
|
| Bank of America Corporation (BAC) | 0.3 | $640k | -7% | 12k | 55.00 |
|
| Pfizer (PFE) | 0.3 | $629k | -11% | 25k | 24.90 |
|
| Oracle Corporation (ORCL) | 0.3 | $603k | -47% | 3.1k | 194.89 |
|
| Netflix (NFLX) | 0.3 | $590k | +338% | 6.3k | 93.75 |
|
| American Express Company (AXP) | 0.3 | $584k | -15% | 1.6k | 369.95 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $583k | 6.2k | 94.16 |
|
|
| Walt Disney Company (DIS) | 0.3 | $555k | -36% | 4.9k | 113.78 |
|
| Home Depot (HD) | 0.3 | $555k | -9% | 1.6k | 344.10 |
|
| McKesson Corporation (MCK) | 0.3 | $528k | -43% | 644.00 | 820.29 |
|
| Gilead Sciences (GILD) | 0.3 | $522k | 4.3k | 122.74 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $492k | -35% | 4.4k | 111.41 |
|
| McDonald's Corporation (MCD) | 0.3 | $481k | -32% | 1.6k | 305.63 |
|
| Verizon Communications (VZ) | 0.2 | $454k | -43% | 11k | 40.73 |
|
| At&t (T) | 0.2 | $435k | -9% | 18k | 24.84 |
|
| D-wave Quantum (QBTS) | 0.2 | $419k | +43% | 16k | 26.15 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $413k | 1.4k | 287.81 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $403k | 5.0k | 80.22 |
|
|
| Honeywell International (HON) | 0.2 | $402k | -13% | 2.1k | 195.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $381k | -8% | 960.00 | 396.31 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $379k | 2.7k | 139.16 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $370k | +100% | 2.6k | 143.97 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $368k | 1.5k | 252.92 |
|
|
| Ionq Inc Pipe (IONQ) | 0.2 | $363k | -44% | 8.1k | 44.87 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $361k | +3% | 739.00 | 487.86 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $358k | 744.00 | 480.74 |
|
|
| Intel Corporation (INTC) | 0.2 | $339k | -16% | 9.2k | 36.90 |
|
| Altria (MO) | 0.2 | $332k | 5.8k | 57.66 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $328k | +39% | 4.3k | 75.44 |
|
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.2 | $326k | 5.1k | 63.51 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $323k | 3.2k | 102.54 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $314k | +2% | 1.7k | 183.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $313k | 895.00 | 349.99 |
|
|
| Xylem (XYL) | 0.2 | $295k | 2.2k | 136.16 |
|
|
| Public Storage (PSA) | 0.2 | $282k | 1.1k | 259.50 |
|
|
| Qualcomm (QCOM) | 0.2 | $280k | -44% | 1.6k | 171.08 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $268k | 2.3k | 116.09 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $263k | 2.0k | 128.83 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $259k | 6.5k | 39.59 |
|
|
| Nextera Energy (NEE) | 0.1 | $258k | -33% | 3.2k | 80.28 |
|
| Visa Com Cl A (V) | 0.1 | $255k | +2% | 728.00 | 350.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $254k | +5% | 1.6k | 154.14 |
|
| Pepsi (PEP) | 0.1 | $245k | -49% | 1.7k | 143.52 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $233k | 4.0k | 58.12 |
|
|
| UnitedHealth (UNH) | 0.1 | $232k | 704.00 | 329.95 |
|
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| Anthem (ELV) | 0.1 | $224k | 640.00 | 350.55 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $223k | +99% | 5.2k | 42.69 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $212k | NEW | 945.00 | 224.67 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $212k | -35% | 2.1k | 100.89 |
|
| Goldman Sachs (GS) | 0.1 | $211k | NEW | 240.00 | 879.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $208k | 1.1k | 191.56 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $207k | NEW | 1.5k | 135.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $207k | -13% | 3.8k | 53.83 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $202k | NEW | 3.8k | 53.86 |
|
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $202k | -15% | 4.0k | 50.46 |
|
| Ford Motor Company (F) | 0.1 | $201k | -26% | 15k | 13.12 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $200k | -4% | 3.5k | 57.24 |
|
| Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) | 0.1 | $200k | +64% | 40k | 5.07 |
|
Past Filings by Ridgecrest Wealth Partners
SEC 13F filings are viewable for Ridgecrest Wealth Partners going back to 2021
- Ridgecrest Wealth Partners 2025 Q4 filed Jan. 22, 2026
- Ridgecrest Wealth Partners 2025 Q3 filed Oct. 14, 2025
- Ridgecrest Wealth Partners 2025 Q2 filed July 15, 2025
- Ridgecrest Wealth Partners 2025 Q1 filed April 22, 2025
- Ridgecrest Wealth Partners 2024 Q4 filed Jan. 22, 2025
- Ridgecrest Wealth Partners 2024 Q3 filed Nov. 4, 2024
- Ridgecrest Wealth Partners 2024 Q2 filed Aug. 5, 2024
- Ridgecrest Wealth Partners 2024 Q1 filed April 17, 2024
- Ridgecrest Wealth Partners 2023 Q4 filed Jan. 9, 2024
- Ridgecrest Wealth Partners 2023 Q3 filed Oct. 25, 2023
- Ridgecrest Wealth Partners 2023 Q2 filed July 31, 2023
- Ridgecrest Wealth Partners 2023 Q1 filed April 24, 2023
- Ridgecrest Wealth Partners 2022 Q4 filed Jan. 26, 2023
- Ridgecrest Wealth Partners 2022 Q3 filed Oct. 20, 2022
- Ridgecrest Wealth Partners 2022 Q2 filed July 29, 2022
- Ridgecrest Wealth Partners 2022 Q1 filed April 26, 2022