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 36.82% of Ridgecrest Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, NFLX, DGRO, VXUS, AMAT, MCK, HDV, Direxion Shares Etf Trust, SPY, VLO.
- Started 7 new stock positions in LVHI, MPC, Direxion Shares Etf Trust, LMT, AEP, VLO, MID.
- Reduced shares in these 10 stocks: QBTS, IONQ, GOOG, BX, , ELV, FTEC, KMB, RSP, APH.
- Sold out of its positions in APH, ELV, CALI, BX, TSLS, QBTS, FTEC, RSP, IONQ, JEPI. KMB, MDLZ, QQQI, UNH.
- Ridgecrest Wealth Partners was a net buyer of stock by $3.4M.
- Ridgecrest Wealth Partners has $181M in assets under management (AUM), dropping by -1.74%.
- Central Index Key (CIK): 0001860719
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Portfolio Holdings for Ridgecrest Wealth Partners
Ridgecrest Wealth Partners holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.8 | $20M | 77k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $13M | 44k | 287.56 |
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| Ishares Tr Core Div Grwth (DGRO) | 6.9 | $13M | +3% | 179k | 70.18 |
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| NVIDIA Corporation (NVDA) | 6.8 | $12M | 71k | 174.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $9.5M | +20% | 16k | 597.55 |
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| Broadcom (AVGO) | 3.8 | $6.9M | 22k | 309.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $6.8M | 10k | 653.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.5 | $6.4M | 30k | 215.06 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.1 | $5.7M | 40k | 142.43 |
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| Chevron Corporation (CVX) | 3.1 | $5.7M | 27k | 206.90 |
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| Microsoft Corporation (MSFT) | 3.1 | $5.6M | 15k | 370.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $5.2M | -5% | 18k | 286.85 |
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| Procter & Gamble Company (PG) | 1.8 | $3.3M | 23k | 144.44 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $2.9M | 4.00 | 718140.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.4 | $2.6M | +13% | 19k | 135.72 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $2.5M | +7% | 17k | 148.10 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $2.5M | +11% | 3.8k | 650.36 |
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| Coca-Cola Company (KO) | 1.2 | $2.2M | 28k | 76.05 |
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| Cisco Systems (CSCO) | 1.2 | $2.1M | 27k | 77.59 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.0M | 6.9k | 294.14 |
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| S&p Global (SPGI) | 1.1 | $2.0M | 4.7k | 425.34 |
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| Applied Materials (AMAT) | 1.1 | $1.9M | +21% | 5.6k | 341.79 |
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| Abbvie (ABBV) | 1.0 | $1.8M | 8.3k | 217.50 |
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| Netflix (NFLX) | 1.0 | $1.7M | +188% | 18k | 96.15 |
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| Brunswick Corporation (BC) | 1.0 | $1.7M | 24k | 72.76 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.6M | -3% | 9.5k | 169.65 |
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| International Business Machines (IBM) | 0.9 | $1.6M | +3% | 6.7k | 242.39 |
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| Amazon (AMZN) | 0.9 | $1.5M | +4% | 7.4k | 208.27 |
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| Tesla Motors (TSLA) | 0.8 | $1.5M | 4.0k | 371.80 |
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| Amgen (AMGN) | 0.8 | $1.5M | 4.2k | 351.85 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.4M | 5.9k | 244.44 |
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| Caterpillar (CAT) | 0.6 | $1.2M | 1.7k | 708.46 |
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| Norfolk Southern (NSC) | 0.6 | $1.2M | 4.1k | 286.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.1M | 3.5k | 320.81 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.1M | 14k | 79.61 |
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| Sunrun (RUN) | 0.6 | $1.1M | 79k | 13.56 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.1M | -6% | 1.1k | 996.20 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.0M | 4.2k | 242.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $997k | +29% | 2.1k | 479.20 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.5 | $994k | +9% | 22k | 45.52 |
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| Meta Platforms Cl A (META) | 0.5 | $896k | 1.6k | 572.24 |
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| McKesson Corporation (MCK) | 0.5 | $886k | +59% | 1.0k | 865.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $859k | -6% | 1.5k | 577.26 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $847k | 28k | 30.68 |
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| Merck & Co (MRK) | 0.5 | $823k | 6.8k | 120.29 |
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| Philip Morris International (PM) | 0.5 | $820k | 5.0k | 165.34 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $792k | +136% | 10k | 77.11 |
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| Eli Lilly & Co. (LLY) | 0.4 | $791k | -2% | 860.00 | 919.77 |
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| Pfizer (PFE) | 0.4 | $695k | -2% | 25k | 28.08 |
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| Abbott Laboratories (ABT) | 0.4 | $692k | 6.7k | 102.67 |
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| Gilead Sciences (GILD) | 0.3 | $603k | 4.3k | 139.37 |
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| Verizon Communications (VZ) | 0.3 | $582k | +3% | 12k | 50.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $574k | 6.2k | 92.74 |
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| Bank of America Corporation (BAC) | 0.3 | $572k | 12k | 48.75 |
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| Wal-Mart Stores (WMT) | 0.3 | $540k | 4.3k | 124.28 |
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| Walt Disney Company (DIS) | 0.3 | $525k | +11% | 5.5k | 96.39 |
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| Home Depot (HD) | 0.3 | $522k | 1.6k | 328.79 |
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| At&t (T) | 0.3 | $508k | 18k | 28.99 |
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| McDonald's Corporation (MCD) | 0.3 | $500k | +2% | 1.6k | 310.79 |
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| American Express Company (AXP) | 0.3 | $478k | 1.6k | 302.48 |
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| Honeywell International (HON) | 0.3 | $466k | 2.1k | 226.03 |
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| Intel Corporation (INTC) | 0.2 | $419k | +3% | 9.5k | 44.13 |
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| Oracle Corporation (ORCL) | 0.2 | $411k | -9% | 2.8k | 147.10 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $398k | 2.7k | 145.94 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $391k | 1.4k | 272.38 |
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| Altria (MO) | 0.2 | $380k | 5.8k | 65.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $379k | -8% | 880.00 | 430.29 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $376k | 4.9k | 76.30 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $342k | 2.6k | 132.90 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $341k | 1.4k | 237.62 |
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| Pepsi (PEP) | 0.2 | $337k | +27% | 2.2k | 155.29 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $337k | +2% | 1.7k | 192.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $327k | 749.00 | 436.79 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $322k | 3.2k | 102.25 |
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| Nextera Energy (NEE) | 0.2 | $310k | +3% | 3.3k | 92.88 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.2 | $307k | 5.1k | 59.68 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $298k | -13% | 644.00 | 463.39 |
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| Public Storage (PSA) | 0.2 | $294k | 1.1k | 270.88 |
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| Direxion Shares Etf Trust Dly Tsla Bear 1x | 0.2 | $292k | NEW | 4.8k | 60.29 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $270k | 2.3k | 118.63 |
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| Xylem (XYL) | 0.1 | $259k | 2.2k | 119.51 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $254k | 6.5k | 38.86 |
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| Valero Energy Corporation (VLO) | 0.1 | $248k | NEW | 1.0k | 247.08 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $247k | NEW | 6.1k | 40.54 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $247k | 2.0k | 121.19 |
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| American Centy Etf Tr Mid Cap Grw Imp (MID) | 0.1 | $244k | NEW | 4.0k | 61.10 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $244k | NEW | 1.0k | 244.18 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $240k | 5.2k | 45.89 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $237k | NEW | 392.00 | 604.39 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $222k | 4.0k | 55.52 |
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| Visa Com Cl A (V) | 0.1 | $220k | 728.00 | 302.24 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $218k | 895.00 | 243.08 |
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| American Electric Power Company (AEP) | 0.1 | $211k | NEW | 1.6k | 131.08 |
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| Qualcomm (QCOM) | 0.1 | $211k | 1.6k | 128.82 |
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| Goldman Sachs (GS) | 0.1 | $203k | 240.00 | 845.99 |
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| Ford Motor Company (F) | 0.1 | $154k | -13% | 13k | 11.54 |
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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 2026 Q1 filed April 22, 2026
- 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