Ridgecrest Wealth Partners
Latest statistics and disclosures from Ridgecrest Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, DGRO, NVDA, VOO, and represent 38.71% of Ridgecrest Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$9.0M), TOST, IONQ, COST, QBTS, CALI, LULU, RSP, SO, FEPI.
- Started 8 new stock positions in LULU, RSP, QBTS, IONQ, CALI, SO, TOST, FEPI.
- Reduced shares in these 10 stocks: VOO, GOOGL, CVX, SBUX, TSLA, ORCL, SPY, ITOT, DGRO, AMGN.
- Sold out of its position in AGL.
- Ridgecrest Wealth Partners was a net buyer of stock by $11M.
- Ridgecrest Wealth Partners has $221M in assets under management (AUM), dropping by 16.74%.
- Central Index Key (CIK): 0001860719
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Portfolio Holdings for Ridgecrest Wealth Partners
Ridgecrest Wealth Partners holds 118 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $27M | 106k | 254.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $17M | 71k | 243.10 |
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| Ishares Tr Core Div Grwth (DGRO) | 7.3 | $16M | 236k | 68.08 |
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| NVIDIA Corporation (NVDA) | 5.9 | $13M | +222% | 70k | 186.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $12M | -2% | 20k | 612.39 |
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| Microsoft Corporation (MSFT) | 4.0 | $8.8M | 17k | 517.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.7 | $8.2M | 38k | 215.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $8.1M | 12k | 669.30 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $7.2M | 50k | 145.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $5.2M | 21k | 243.55 |
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| Procter & Gamble Company (PG) | 2.2 | $4.8M | 31k | 153.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $4.4M | -3% | 6.6k | 666.19 |
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| Chevron Corporation (CVX) | 1.9 | $4.3M | -5% | 28k | 155.29 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $3.0M | 4.00 | 754200.00 |
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| International Business Machines (IBM) | 1.3 | $2.8M | 9.9k | 282.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.6M | 4.3k | 600.33 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.5M | 7.9k | 315.44 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.1 | $2.5M | 20k | 122.45 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.4M | 13k | 185.42 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $2.3M | 16k | 140.95 |
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| S&p Global (SPGI) | 1.0 | $2.3M | 4.7k | 486.71 |
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| Coca-Cola Company (KO) | 0.9 | $2.0M | 30k | 66.32 |
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| Tesla Motors (TSLA) | 0.9 | $2.0M | -9% | 4.4k | 444.76 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.9M | 17k | 112.75 |
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| Abbvie (ABBV) | 0.9 | $1.9M | 8.3k | 231.54 |
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| Amazon (AMZN) | 0.8 | $1.9M | 8.5k | 219.56 |
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| Cisco Systems (CSCO) | 0.8 | $1.9M | 27k | 68.42 |
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| Netflix (NFLX) | 0.8 | $1.7M | 1.4k | 1198.70 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.7M | +27% | 1.8k | 925.47 |
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| Oracle Corporation (ORCL) | 0.7 | $1.7M | -10% | 5.9k | 281.22 |
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| Brunswick Corporation (BC) | 0.7 | $1.5M | 24k | 63.24 |
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| Sunrun (RUN) | 0.7 | $1.5M | 85k | 17.29 |
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| Amgen (AMGN) | 0.6 | $1.3M | -5% | 4.6k | 282.20 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.5k | 236.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | 3.9k | 328.14 |
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| Starbucks Corporation (SBUX) | 0.6 | $1.3M | -14% | 15k | 84.60 |
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| Norfolk Southern (NSC) | 0.6 | $1.2M | 4.1k | 300.39 |
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| Broadcom (AVGO) | 0.6 | $1.2M | -2% | 3.7k | 329.90 |
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| Meta Platforms Cl A (META) | 0.6 | $1.2M | 1.7k | 734.40 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.2M | 14k | 83.82 |
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| Applied Materials (AMAT) | 0.5 | $1.1M | 5.6k | 204.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | -2% | 2.1k | 502.74 |
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| Caterpillar (CAT) | 0.4 | $945k | 2.0k | 477.15 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.4 | $938k | +20% | 21k | 44.00 |
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| Toast Cl A (TOST) | 0.4 | $914k | NEW | 25k | 36.51 |
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| Abbott Laboratories (ABT) | 0.4 | $903k | 6.7k | 133.94 |
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| Ionq Inc Pipe (IONQ) | 0.4 | $894k | NEW | 15k | 61.50 |
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| Walt Disney Company (DIS) | 0.4 | $886k | 7.7k | 114.49 |
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| McKesson Corporation (MCK) | 0.4 | $878k | 1.1k | 772.54 |
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| Verizon Communications (VZ) | 0.4 | $869k | -2% | 20k | 43.95 |
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| Merck & Co (MRK) | 0.4 | $866k | 10k | 83.93 |
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| Philip Morris International (PM) | 0.4 | $803k | +2% | 5.0k | 162.20 |
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| Pfizer (PFE) | 0.3 | $726k | 29k | 25.48 |
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| Home Depot (HD) | 0.3 | $718k | +2% | 1.8k | 405.28 |
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| McDonald's Corporation (MCD) | 0.3 | $713k | 2.3k | 303.89 |
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| Wal-Mart Stores (WMT) | 0.3 | $701k | 6.8k | 103.06 |
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| Eli Lilly & Co. (LLY) | 0.3 | $677k | 887.00 | 763.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $666k | +3% | 24k | 27.30 |
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| Bank of America Corporation (BAC) | 0.3 | $651k | 13k | 51.59 |
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| American Express Company (AXP) | 0.3 | $621k | 1.9k | 332.16 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $589k | 6.2k | 95.14 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $552k | 5.8k | 95.47 |
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| At&t (T) | 0.2 | $545k | 19k | 28.24 |
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| Honeywell International (HON) | 0.2 | $503k | +4% | 2.4k | 210.50 |
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| Qualcomm (QCOM) | 0.2 | $489k | 2.9k | 166.37 |
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| Gilead Sciences (GILD) | 0.2 | $478k | 4.3k | 111.00 |
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| Pepsi (PEP) | 0.2 | $472k | 3.4k | 140.44 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $407k | 3.3k | 124.34 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $395k | 5.0k | 78.48 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $382k | 2.7k | 140.05 |
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| Altria (MO) | 0.2 | $380k | 5.8k | 66.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $373k | 1.1k | 355.47 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $373k | 1.4k | 259.62 |
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| Intel Corporation (INTC) | 0.2 | $369k | 11k | 33.55 |
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| Bristol Myers Squibb (BMY) | 0.2 | $366k | 8.1k | 45.10 |
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| Nextera Energy (NEE) | 0.2 | $364k | 4.8k | 75.49 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $362k | 1.3k | 281.86 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $359k | 1.5k | 247.12 |
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| Ross Stores (ROST) | 0.2 | $347k | 2.3k | 152.39 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $345k | 744.00 | 463.89 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $344k | +12% | 717.00 | 479.61 |
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| Xylem (XYL) | 0.1 | $319k | 2.2k | 147.51 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $316k | 895.00 | 352.75 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $315k | 5.1k | 61.34 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $315k | 3.2k | 99.95 |
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| Public Storage (PSA) | 0.1 | $314k | 1.1k | 288.85 |
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| 3M Company (MMM) | 0.1 | $308k | +2% | 2.0k | 155.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $301k | 1.5k | 203.59 |
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| Kellogg Company (K) | 0.1 | $300k | 3.7k | 82.01 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $279k | 1.7k | 167.33 |
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| D-wave Quantum (QBTS) | 0.1 | $277k | NEW | 11k | 24.71 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $276k | 4.4k | 62.47 |
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| Eaton Corp SHS (ETN) | 0.1 | $273k | 728.00 | 374.25 |
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| Clorox Company (CLX) | 0.1 | $272k | 2.2k | 123.30 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $267k | 1.6k | 170.85 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $257k | 2.0k | 125.95 |
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| Ametek (AME) | 0.1 | $254k | 1.4k | 188.00 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $252k | 6.5k | 38.57 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $250k | -11% | 2.3k | 108.96 |
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| Ford Motor Company (F) | 0.1 | $248k | -18% | 21k | 11.96 |
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| Synopsys (SNPS) | 0.1 | $244k | 495.00 | 493.39 |
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| UnitedHealth (UNH) | 0.1 | $244k | 707.00 | 345.18 |
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| Visa Com Cl A (V) | 0.1 | $243k | 712.00 | 341.38 |
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| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $241k | NEW | 4.8k | 50.67 |
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| Motorola Solutions Com New (MSI) | 0.1 | $240k | 524.00 | 457.02 |
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| Travelers Companies (TRV) | 0.1 | $237k | 849.00 | 279.22 |
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| United Parcel Service CL B (UPS) | 0.1 | $230k | +22% | 2.8k | 83.53 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $230k | 4.0k | 57.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $229k | 3.1k | 73.46 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $228k | 2.6k | 87.21 |
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| Lululemon Athletica (LULU) | 0.1 | $214k | NEW | 1.2k | 177.93 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $208k | 3.7k | 57.10 |
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| Anthem (ELV) | 0.1 | $207k | 640.00 | 323.12 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $206k | NEW | 1.1k | 189.70 |
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| Southern Company (SO) | 0.1 | $205k | NEW | 2.2k | 94.78 |
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| Etf Opportunities Trust Rex Fang & Innov (FEPI) | 0.1 | $204k | NEW | 4.4k | 46.85 |
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| Nerdwallet Com Cl A (NRDS) | 0.1 | $153k | 14k | 10.76 |
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| Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) | 0.1 | $129k | +53% | 24k | 5.38 |
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Past Filings by Ridgecrest Wealth Partners
SEC 13F filings are viewable for Ridgecrest Wealth Partners going back to 2021
- 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
- Ridgecrest Wealth Partners 2021 Q4 filed Jan. 19, 2022