Ridgecrest Wealth Partners
Latest statistics and disclosures from Ridgecrest Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, DGRO, NVDA, VOO, and represent 40.20% of Ridgecrest Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$6.9M), HDV, S&p Global, VUG, MU, APH, FTEC, GE, ELV, UNH.
- Started 19 new stock positions in SPCX, CLX, KMB, UNH, ELV, HON, APH, MU, HONA, GD. SBUX, QQQI, ETN, AMDD, CSX, S&p Global, IDEV, FTEC, GE.
- Reduced shares in these 10 stocks: AVGO, SPGI, NVDA, Honeywell International, JPM, IVV, LMT, , INTC, SPY.
- Sold out of its positions in ADBE, Honeywell International, LMT, SPGI.
- Ridgecrest Wealth Partners was a net buyer of stock by $6.4M.
- Ridgecrest Wealth Partners has $207M in assets under management (AUM), dropping by 14.41%.
- Central Index Key (CIK): 0001860719
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Portfolio Holdings for Ridgecrest Wealth Partners
Ridgecrest Wealth Partners holds 111 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $23M | +43% | 63k | 357.37 |
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| Apple (AAPL) | 10.7 | $22M | 77k | 289.36 |
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| Ishares Tr Core Div Grwth (DGRO) | 6.6 | $14M | 182k | 75.79 |
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| NVIDIA Corporation (NVDA) | 6.5 | $14M | -4% | 67k | 200.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.4 | $11M | 16k | 686.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $7.5M | -3% | 10k | 748.89 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $6.9M | 29k | 236.62 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.1 | $6.5M | 40k | 164.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $6.3M | 18k | 353.33 |
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| Microsoft Corporation (MSFT) | 2.7 | $5.6M | 15k | 373.03 |
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| Chevron Corporation (CVX) | 2.2 | $4.5M | 27k | 165.76 |
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| Broadcom (AVGO) | 2.0 | $4.2M | -49% | 11k | 377.74 |
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| Applied Materials (AMAT) | 2.0 | $4.1M | 5.6k | 723.01 |
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| Procter & Gamble Company (PG) | 1.6 | $3.3M | 23k | 146.64 |
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| Cisco Systems (CSCO) | 1.5 | $3.2M | 27k | 117.46 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $3.0M | 4.00 | 748850.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $2.7M | 17k | 158.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $2.6M | -7% | 3.5k | 746.73 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.3 | $2.6M | +394% | 95k | 27.41 |
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| Coca-Cola Company (KO) | 1.1 | $2.3M | 28k | 81.27 |
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| Abbvie (ABBV) | 1.0 | $2.1M | 8.3k | 251.63 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | -12% | 6.0k | 327.32 |
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| Brunswick Corporation (BC) | 0.9 | $1.9M | -2% | 23k | 84.24 |
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| Amazon (AMZN) | 0.9 | $1.9M | +7% | 8.0k | 238.34 |
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| International Business Machines (IBM) | 0.9 | $1.9M | 6.7k | 281.21 |
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| Caterpillar (CAT) | 0.8 | $1.8M | 1.7k | 1064.90 |
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| S&p Global Com Shs | 0.8 | $1.7M | NEW | 4.2k | 407.26 |
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| Amgen (AMGN) | 0.8 | $1.6M | +2% | 4.3k | 362.12 |
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| Tesla Motors (TSLA) | 0.7 | $1.5M | -9% | 3.6k | 420.54 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.5M | 5.9k | 253.96 |
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| Netflix (NFLX) | 0.7 | $1.4M | +6% | 19k | 71.40 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 9.5k | 136.72 |
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| Norfolk Southern (NSC) | 0.6 | $1.3M | 4.1k | 314.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | -6% | 3.3k | 370.06 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.1M | 4.2k | 272.00 |
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| Intel Corporation (INTC) | 0.5 | $1.1M | -15% | 8.0k | 139.63 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.1M | -7% | 13k | 82.64 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | +2% | 884.00 | 1199.43 |
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| Sunrun (RUN) | 0.5 | $1.1M | 79k | 13.38 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.5 | $1.1M | 22k | 47.71 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.0M | +4% | 1.1k | 935.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | -2% | 2.0k | 500.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $974k | -11% | 1.3k | 736.25 |
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| Meta Platforms Cl A (META) | 0.5 | $964k | +9% | 1.7k | 563.29 |
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| Merck & Co (MRK) | 0.4 | $900k | +2% | 7.0k | 128.50 |
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| Philip Morris International (PM) | 0.4 | $898k | 5.0k | 180.91 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $879k | 10k | 85.49 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $817k | -6% | 26k | 31.71 |
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| McKesson Corporation (MCK) | 0.4 | $774k | 1.0k | 755.60 |
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| Bank of America Corporation (BAC) | 0.3 | $691k | +3% | 12k | 56.98 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $597k | 6.2k | 96.46 |
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| Pfizer (PFE) | 0.3 | $591k | 25k | 24.08 |
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| Gilead Sciences (GILD) | 0.3 | $581k | +6% | 4.6k | 126.34 |
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| Home Depot (HD) | 0.3 | $575k | +2% | 1.6k | 352.68 |
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| American Express Company (AXP) | 0.3 | $572k | +7% | 1.7k | 338.25 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $556k | +29% | 1.9k | 299.07 |
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| Wal-Mart Stores (WMT) | 0.3 | $532k | +8% | 4.7k | 113.26 |
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| Abbott Laboratories (ABT) | 0.3 | $528k | -13% | 5.8k | 90.74 |
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| Verizon Communications (VZ) | 0.2 | $516k | +5% | 12k | 42.34 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $490k | 2.6k | 190.52 |
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| Walt Disney Company (DIS) | 0.2 | $486k | -7% | 5.1k | 96.26 |
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| McDonald's Corporation (MCD) | 0.2 | $466k | +7% | 1.7k | 270.31 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $435k | 1.4k | 302.97 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $415k | 2.7k | 152.18 |
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| Altria (MO) | 0.2 | $415k | 5.8k | 71.95 |
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| Oracle Corporation (ORCL) | 0.2 | $409k | 2.8k | 146.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $387k | +500% | 4.5k | 86.14 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $381k | +15% | 2.6k | 144.61 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $362k | -16% | 4.1k | 88.17 |
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| At&t (T) | 0.2 | $360k | 17k | 20.70 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $347k | 3.2k | 110.15 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $337k | 644.00 | 522.63 |
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| Nextera Energy (NEE) | 0.2 | $327k | +11% | 3.7k | 87.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $324k | 880.00 | 368.38 |
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| Micron Technology (MU) | 0.2 | $321k | NEW | 278.00 | 1153.46 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $317k | -4% | 1.7k | 189.73 |
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| Pepsi (PEP) | 0.1 | $310k | +5% | 2.3k | 135.40 |
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| Qualcomm (QCOM) | 0.1 | $303k | 1.6k | 184.75 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $299k | -16% | 4.3k | 69.46 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $290k | 6.5k | 44.36 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $290k | 2.0k | 142.39 |
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| American Centy Etf Tr Mid Cap Grw Imp (MID) | 0.1 | $275k | 4.0k | 68.75 |
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| Valero Energy Corporation (VLO) | 0.1 | $275k | +4% | 1.1k | 260.44 |
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| Direxion Shares Etf Trust Dly Tsla Bear 1x (TSLS) | 0.1 | $273k | +9% | 5.3k | 51.15 |
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| Amphenol Corp Cl A (APH) | 0.1 | $270k | NEW | 1.5k | 176.32 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $259k | NEW | 906.00 | 285.58 |
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| Xylem (XYL) | 0.1 | $256k | 2.2k | 118.20 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $256k | 1.0k | 255.67 |
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| Ge Aerospace Com New (GE) | 0.1 | $253k | NEW | 676.00 | 373.75 |
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| Visa Com Cl A (V) | 0.1 | $250k | 728.00 | 343.09 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $248k | 6.1k | 40.59 |
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| Anthem (ELV) | 0.1 | $248k | NEW | 640.00 | 386.73 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $246k | 4.0k | 61.46 |
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| American Electric Power Company (AEP) | 0.1 | $245k | +10% | 1.8k | 136.81 |
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| Goldman Sachs (GS) | 0.1 | $243k | 240.00 | 1011.37 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $237k | 5.2k | 45.34 |
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| UnitedHealth (UNH) | 0.1 | $232k | NEW | 557.00 | 415.63 |
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| Honeywell International (HON) | 0.1 | $228k | NEW | 1.0k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.1 | $228k | NEW | 1.0k | 221.08 |
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| Clorox Company (CLX) | 0.1 | $221k | NEW | 2.3k | 95.45 |
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| Public Storage (PSA) | 0.1 | $218k | -36% | 686.00 | 318.31 |
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| Starbucks Corporation (SBUX) | 0.1 | $218k | NEW | 2.1k | 102.21 |
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| CSX Corporation (CSX) | 0.1 | $215k | NEW | 4.5k | 47.53 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $214k | NEW | 2.0k | 109.77 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $213k | NEW | 3.8k | 56.79 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $210k | NEW | 2.4k | 89.01 |
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| General Dynamics Corporation (GD) | 0.1 | $208k | NEW | 587.00 | 354.24 |
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| Eaton Corp SHS (ETN) | 0.1 | $204k | NEW | 478.00 | 426.12 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $203k | NEW | 1.2k | 170.85 |
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| Ford Motor Company (F) | 0.1 | $185k | 13k | 13.90 |
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| Direxion Shares Etf Trust Dly Amd Bear 1x (AMDD) | 0.0 | $41k | NEW | 16k | 2.65 |
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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 Q2 filed Aug. 5, 2026
- 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