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 42.73% of Ridgecrest Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, SPGI, XOM, NVDA, SCHW, GOOG, IEF, DGRO, DIVI, GOOGL.
- Started 9 new stock positions in DIVI, XOM, SNPS, IBIT, FTCA, ADBE, SCHW, SPGI, IEF.
- Reduced shares in these 10 stocks: AVGO, S&p Global, , HONA, CLX, PSA, KMB, AAPL, ITOT, WFC.
- Sold out of its positions in CLX, AMDD, Exxon Mobil Corporation, HONA, KMB, PSA, S&p Global.
- Ridgecrest Wealth Partners was a net buyer of stock by $4.1M.
- Ridgecrest Wealth Partners has $216M in assets under management (AUM), dropping by 4.26%.
- Central Index Key (CIK): 0001860719
Tip: Access up to 7 years of quarterly data
Positions held by Ridgecrest Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ridgecrest Wealth Partners
Ridgecrest Wealth Partners holds 113 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.8 | $26M | 77k | 333.02 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 10.2 | $22M | 64k | 344.08 |
|
|
| NVIDIA Corporation (NVDA) | 7.8 | $17M | +9% | 74k | 228.38 |
|
| Ishares Tr Core Div Grwth (DGRO) | 6.5 | $14M | +2% | 186k | 75.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.5 | $14M | +22% | 20k | 700.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $7.9M | +2% | 10k | 765.86 |
|
| Microsoft Corporation (MSFT) | 3.6 | $7.8M | 15k | 512.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.2 | $6.9M | 29k | 233.31 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $6.5M | +7% | 19k | 340.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.0 | $6.4M | -2% | 39k | 166.28 |
|
| Chevron Corporation (CVX) | 2.6 | $5.5M | 27k | 204.21 |
|
|
| Procter & Gamble Company (PG) | 1.5 | $3.3M | 23k | 145.28 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $3.0M | 4.00 | 747005.00 |
|
|
| Cisco Systems (CSCO) | 1.4 | $2.9M | 27k | 107.63 |
|
|
| Applied Materials (AMAT) | 1.3 | $2.9M | 5.6k | 511.39 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $2.9M | +7% | 19k | 155.20 |
|
| Ishares Tr Core High Dv Etf (HDV) | 1.2 | $2.7M | 96k | 27.96 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.7M | 3.5k | 762.59 |
|
|
| Coca-Cola Company (KO) | 1.1 | $2.4M | 28k | 86.08 |
|
|
| Abbvie (ABBV) | 1.0 | $2.2M | 8.3k | 261.58 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.0M | 6.0k | 330.83 |
|
|
| Amazon (AMZN) | 0.9 | $2.0M | 7.9k | 249.15 |
|
|
| Amgen (AMGN) | 0.9 | $1.8M | 4.4k | 421.51 |
|
|
| S&p Global (SPGI) | 0.8 | $1.6M | NEW | 4.1k | 394.47 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.6M | 6.0k | 264.75 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.7 | $1.6M | NEW | 9.5k | 162.75 |
|
| Brunswick Corporation (BC) | 0.7 | $1.5M | 23k | 64.24 |
|
|
| International Business Machines (IBM) | 0.7 | $1.5M | 6.7k | 219.93 |
|
|
| Caterpillar (CAT) | 0.6 | $1.3M | 1.7k | 810.79 |
|
|
| Tesla Motors (TSLA) | 0.6 | $1.3M | 3.6k | 354.77 |
|
|
| Netflix (NFLX) | 0.6 | $1.3M | -4% | 18k | 69.58 |
|
| Norfolk Southern (NSC) | 0.6 | $1.3M | 4.1k | 308.98 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.6 | $1.2M | 3.3k | 374.27 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $1.2M | -2% | 1.7k | 725.22 |
|
| Broadcom (AVGO) | 0.5 | $1.2M | -70% | 3.3k | 351.14 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.1M | 4.1k | 272.13 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | +6% | 943.00 | 1157.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | +3% | 2.1k | 497.95 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.0M | +18% | 12k | 84.96 |
|
| Merck & Co (MRK) | 0.5 | $1.0M | 7.0k | 145.31 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.0M | 1.1k | 910.68 |
|
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.5 | $1000k | 22k | 45.37 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $979k | 1.3k | 739.71 |
|
|
| McKesson Corporation (MCK) | 0.4 | $952k | +8% | 1.1k | 853.81 |
|
| Intel Corporation (INTC) | 0.4 | $947k | 7.9k | 120.23 |
|
|
| Philip Morris International (PM) | 0.4 | $947k | 5.0k | 190.82 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $905k | -12% | 11k | 80.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $838k | 26k | 32.53 |
|
|
| Pfizer (PFE) | 0.3 | $706k | 25k | 28.52 |
|
|
| Gilead Sciences (GILD) | 0.3 | $686k | 4.6k | 149.05 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $659k | 12k | 54.43 |
|
|
| Sunrun (RUN) | 0.3 | $614k | 79k | 7.77 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $603k | 6.2k | 97.44 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $588k | 1.9k | 316.03 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $580k | NEW | 5.9k | 97.74 |
|
| Abbott Laboratories (ABT) | 0.3 | $575k | 5.8k | 98.83 |
|
|
| Walt Disney Company (DIS) | 0.3 | $558k | +5% | 5.3k | 104.91 |
|
| Verizon Communications (VZ) | 0.2 | $513k | -8% | 11k | 45.87 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $503k | 2.6k | 195.75 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $488k | 4.7k | 103.92 |
|
|
| American Express Company (AXP) | 0.2 | $477k | -7% | 1.6k | 304.10 |
|
| Home Depot (HD) | 0.2 | $475k | +2% | 1.7k | 284.45 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $441k | 1.4k | 304.64 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $428k | +139% | 2.8k | 150.86 |
|
| At&t (T) | 0.2 | $425k | 17k | 24.40 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.2 | $407k | 4.5k | 90.11 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $399k | 2.7k | 146.48 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $399k | -2% | 1.0k | 387.61 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $395k | 1.0k | 395.42 |
|
|
| Altria (MO) | 0.2 | $388k | 5.8k | 67.34 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $383k | 2.8k | 137.31 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.2 | $372k | -2% | 2.6k | 144.63 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $367k | 4.1k | 90.06 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $349k | +17% | 2.4k | 146.16 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $347k | 3.2k | 110.28 |
|
|
| Micron Technology (MU) | 0.2 | $347k | +17% | 326.00 | 1065.11 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $339k | +9% | 1.8k | 185.65 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $335k | 880.00 | 380.84 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $330k | -17% | 1.4k | 230.94 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $328k | 644.00 | 508.80 |
|
|
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $307k | 4.3k | 71.29 |
|
|
| Qualcomm (QCOM) | 0.1 | $301k | 1.6k | 184.02 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $299k | NEW | 3.4k | 89.31 |
|
| Pepsi (PEP) | 0.1 | $296k | 2.3k | 126.72 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.1 | $291k | 6.5k | 44.45 |
|
|
| Visa Com Cl A (V) | 0.1 | $282k | +7% | 786.00 | 359.33 |
|
| Nextera Energy (NEE) | 0.1 | $282k | 3.7k | 75.74 |
|
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 0.1 | $278k | 4.0k | 69.50 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $272k | 906.00 | 300.06 |
|
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.1 | $262k | NEW | 6.2k | 42.66 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $250k | 6.0k | 41.71 |
|
|
| Anthem (ELV) | 0.1 | $249k | 640.00 | 388.82 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $245k | 4.0k | 61.26 |
|
|
| Direxion Shares Etf Trust Dly Tsla Bear 1x (TSLS) | 0.1 | $242k | -20% | 4.2k | 57.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $233k | +80% | 2.8k | 84.30 |
|
| General Dynamics Corporation (GD) | 0.1 | $230k | +18% | 694.00 | 331.83 |
|
| Xylem (XYL) | 0.1 | $219k | 2.2k | 101.25 |
|
|
| Goldman Sachs (GS) | 0.1 | $216k | 240.00 | 900.36 |
|
|
| Synopsys (SNPS) | 0.1 | $215k | NEW | 494.00 | 434.94 |
|
| Honeywell International (HON) | 0.1 | $215k | 1.0k | 210.94 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $213k | NEW | 889.00 | 239.94 |
|
| Starbucks Corporation (SBUX) | 0.1 | $213k | +6% | 2.3k | 93.98 |
|
| American Electric Power Company (AEP) | 0.1 | $212k | 1.8k | 118.64 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $211k | 2.4k | 89.48 |
|
|
| CSX Corporation (CSX) | 0.1 | $211k | 4.5k | 46.51 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $210k | 671.00 | 312.29 |
|
|
| UnitedHealth (UNH) | 0.1 | $209k | +2% | 569.00 | 367.08 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $208k | 3.8k | 55.55 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $208k | NEW | 4.4k | 47.34 |
|
| Eaton Corp SHS (ETN) | 0.1 | $205k | 478.00 | 429.71 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $205k | 5.2k | 39.44 |
|
|
| Ford Motor Company (F) | 0.1 | $161k | 13k | 12.06 |
|
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.1 | $158k | NEW | 23k | 6.85 |
|
Past Filings by Ridgecrest Wealth Partners
SEC 13F filings are viewable for Ridgecrest Wealth Partners going back to 2021
- Ridgecrest Wealth Partners 2026 Q3 filed Oct. 19, 2026
- 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