Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of June 30, 2025

Portfolio Holdings for Ridgecrest Wealth Partners

Ridgecrest Wealth Partners holds 111 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.5 $22M 106k 205.17
Ishares Tr Core Div Grwth (DGRO) 8.0 $15M 237k 63.94
Alphabet Cap Stk Cl A (GOOGL) 6.7 $13M 73k 176.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $12M 21k 568.04
Microsoft Corporation (MSFT) 4.5 $8.5M 17k 497.41
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $7.7M 38k 204.67
Ishares Tr Core S&p500 Etf (IVV) 4.0 $7.5M 12k 620.90
Ishares Tr Core S&p Ttl Stk (ITOT) 3.6 $6.8M 50k 135.04
Procter & Gamble Company (PG) 2.6 $5.0M 31k 159.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.3M 6.9k 617.86
Chevron Corporation (CVX) 2.2 $4.2M 29k 143.19
Alphabet Cap Stk Cl C (GOOG) 2.0 $3.8M 22k 177.39
NVIDIA Corporation (NVDA) 1.8 $3.4M 22k 157.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.5 $2.9M 4.00 728800.00
International Business Machines (IBM) 1.5 $2.9M 9.8k 294.78
S&p Global (SPGI) 1.3 $2.5M 4.7k 527.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.4M 4.3k 551.58
Ishares Tr Core High Dv Etf (HDV) 1.2 $2.3M 20k 117.17
JPMorgan Chase & Co. (JPM) 1.2 $2.3M 7.9k 289.91
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.2M 16k 133.31
Coca-Cola Company (KO) 1.1 $2.1M 30k 70.75
Johnson & Johnson (JNJ) 1.0 $2.0M 13k 152.74
Netflix (NFLX) 1.0 $1.9M 1.4k 1338.86
Cisco Systems (CSCO) 1.0 $1.9M 27k 69.38
Amazon (AMZN) 1.0 $1.8M 8.4k 219.38
Exxon Mobil Corporation (XOM) 1.0 $1.8M 17k 107.80
Starbucks Corporation (SBUX) 0.8 $1.6M 18k 91.63
Tesla Motors (TSLA) 0.8 $1.6M 4.9k 317.68
Abbvie (ABBV) 0.8 $1.5M 8.3k 185.62
Oracle Corporation (ORCL) 0.8 $1.4M 6.6k 218.62
Costco Wholesale Corporation (COST) 0.7 $1.4M 1.4k 989.70
Amgen (AMGN) 0.7 $1.4M 4.9k 279.21
Brunswick Corporation (BC) 0.7 $1.3M 24k 55.24
Union Pacific Corporation (UNP) 0.7 $1.3M 5.5k 230.08
Meta Platforms Cl A (META) 0.6 $1.2M 1.7k 738.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 3.9k 303.97
Wells Fargo & Company (WFC) 0.6 $1.1M 14k 80.12
Broadcom (AVGO) 0.6 $1.0M 3.8k 275.65
Norfolk Southern (NSC) 0.5 $1.0M 4.1k 255.96
Applied Materials (AMAT) 0.5 $1.0M 5.6k 183.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.0M 2.1k 485.77
Walt Disney Company (DIS) 0.5 $960k 7.7k 124.02
Abbott Laboratories (ABT) 0.5 $917k 6.7k 136.01
Philip Morris International (PM) 0.5 $884k 4.9k 182.13
Verizon Communications (VZ) 0.5 $876k 20k 43.27
McKesson Corporation (MCK) 0.4 $832k 1.1k 732.78
Merck & Co (MRK) 0.4 $817k 10k 79.16
Caterpillar (CAT) 0.4 $769k 2.0k 388.21
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.4 $752k 18k 42.44
Sunrun (RUN) 0.4 $695k 85k 8.18
Eli Lilly & Co. (LLY) 0.4 $689k 884.00 779.53
McDonald's Corporation (MCD) 0.4 $686k 2.3k 292.17
Pfizer (PFE) 0.4 $679k 28k 24.24
Wal-Mart Stores (WMT) 0.4 $666k 6.8k 97.78
Home Depot (HD) 0.3 $632k 1.7k 366.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $626k 24k 26.50
Bank of America Corporation (BAC) 0.3 $597k 13k 47.32
American Express Company (AXP) 0.3 $597k 1.9k 318.98
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $581k 6.2k 93.87
At&t (T) 0.3 $567k 20k 28.94
Honeywell International (HON) 0.3 $533k 2.3k 232.88
Charles Schwab Corporation (SCHW) 0.3 $526k 5.8k 91.24
Gilead Sciences (GILD) 0.3 $477k 4.3k 110.87
Qualcomm (QCOM) 0.2 $468k 2.9k 159.26
Pepsi (PEP) 0.2 $446k 3.4k 132.04
Kimberly-Clark Corporation (KMB) 0.2 $421k 3.3k 128.92
Bristol Myers Squibb (BMY) 0.2 $376k 8.1k 46.29
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $370k 2.7k 135.73
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.2 $366k 5.0k 72.74
Vanguard World Health Car Etf (VHT) 0.2 $356k 1.4k 248.26
Adobe Systems Incorporated (ADBE) 0.2 $347k 897.00 386.88
Altria (MO) 0.2 $337k 5.8k 58.63
Nextera Energy (NEE) 0.2 $334k 4.8k 69.42
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $330k 1.5k 227.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $328k 744.00 440.79
Select Sector Spdr Tr Technology (XLK) 0.2 $325k 1.3k 253.23
Spdr Gold Tr Gold Shs (GLD) 0.2 $320k 1.1k 304.83
Public Storage (PSA) 0.2 $319k 1.1k 293.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $298k 3.2k 94.63
Mondelez Intl Cl A (MDLZ) 0.2 $298k 4.4k 67.44
3M Company (MMM) 0.2 $294k 1.9k 152.24
Dbx Etf Tr Xtrackers Msci (USSG) 0.2 $292k 5.1k 56.88
Ross Stores (ROST) 0.2 $290k 2.3k 127.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $288k 1.5k 194.23
Kellogg Company (K) 0.2 $287k 3.6k 79.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $280k 639.00 438.40
Xylem (XYL) 0.1 $280k 2.2k 129.34
Ford Motor Company (F) 0.1 $277k 26k 10.85
Clorox Company (CLX) 0.1 $265k 2.2k 120.07
Eaton Corp SHS (ETN) 0.1 $260k 728.00 356.99
Visa Com Cl A (V) 0.1 $254k 716.00 355.05
Synopsys (SNPS) 0.1 $252k 492.00 512.68
Anthem (ELV) 0.1 $249k 640.00 388.96
Raytheon Technologies Corp (RTX) 0.1 $248k 1.7k 146.02
Intel Corporation (INTC) 0.1 $246k 11k 22.40
Ametek (AME) 0.1 $244k 1.4k 180.96
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $237k 2.0k 116.16
Bank of New York Mellon Corporation (BK) 0.1 $235k 2.6k 91.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $235k 6.5k 35.84
Blackstone Group Inc Com Cl A (BX) 0.1 $233k 1.6k 149.58
United Parcel Service CL B (UPS) 0.1 $228k 2.3k 100.94
Travelers Companies (TRV) 0.1 $227k 849.00 267.54
UnitedHealth (UNH) 0.1 $221k 707.00 311.92
Motorola Solutions Com New (MSI) 0.1 $220k 524.00 420.18
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $218k 4.0k 54.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $215k 3.1k 69.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $214k 2.6k 81.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $208k 3.7k 56.85
Nerdwallet Com Cl A (NRDS) 0.1 $156k 14k 10.97
Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) 0.1 $123k 16k 7.84
Agilon Health (AGL) 0.0 $44k 19k 2.30