Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Ridgecrest Wealth Partners

Ridgecrest Wealth Partners holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.4 $21M 78k 271.86
Alphabet Cap Stk Cl A (GOOGL) 7.6 $14M 45k 313.00
NVIDIA Corporation (NVDA) 7.1 $13M 70k 186.50
Ishares Tr Core Div Grwth (DGRO) 6.5 $12M 172k 69.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $8.3M 13k 627.15
Broadcom (AVGO) 4.2 $7.7M 22k 346.10
Microsoft Corporation (MSFT) 3.9 $7.3M 15k 483.61
Ishares Tr Core S&p500 Etf (IVV) 3.8 $7.1M 10k 684.94
Vanguard Specialized Funds Div App Etf (VIG) 3.5 $6.4M 29k 219.78
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $6.1M 41k 148.69
Alphabet Cap Stk Cl C (GOOG) 3.3 $6.0M 19k 313.81
Chevron Corporation (CVX) 2.2 $4.1M 27k 152.41
Procter & Gamble Company (PG) 1.7 $3.2M 22k 143.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $3.0M 4.00 754800.00
S&p Global (SPGI) 1.3 $2.4M 4.7k 522.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.3M 3.4k 681.94
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $2.3M 16k 143.52
JPMorgan Chase & Co. (JPM) 1.2 $2.2M 6.9k 322.24
Cisco Systems (CSCO) 1.1 $2.1M 27k 77.03
Ishares Tr Core High Dv Etf (HDV) 1.1 $2.1M 17k 121.61
Coca-Cola Company (KO) 1.1 $2.0M 28k 69.91
International Business Machines (IBM) 1.0 $1.9M 6.5k 296.21
Abbvie (ABBV) 1.0 $1.9M 8.3k 228.50
Tesla Motors (TSLA) 1.0 $1.8M 4.0k 449.77
Brunswick Corporation (BC) 1.0 $1.8M 24k 74.24
Amazon (AMZN) 0.9 $1.6M 7.1k 230.81
Sunrun (RUN) 0.8 $1.5M 79k 18.40
Amgen (AMGN) 0.8 $1.4M 4.3k 327.31
Wells Fargo & Company (WFC) 0.7 $1.3M 14k 93.20
Johnson & Johnson (JNJ) 0.7 $1.2M 5.9k 206.97
Exxon Mobil Corporation (XOM) 0.6 $1.2M 9.9k 120.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 3.5k 335.26
Applied Materials (AMAT) 0.6 $1.2M 4.6k 256.99
Norfolk Southern (NSC) 0.6 $1.2M 4.1k 288.70
Meta Platforms Cl A (META) 0.6 $1.0M 1.6k 660.17
Costco Wholesale Corporation (COST) 0.5 $978k 1.1k 862.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $975k 1.6k 614.32
Caterpillar (CAT) 0.5 $957k 1.7k 572.87
Union Pacific Corporation (UNP) 0.5 $951k 4.1k 231.32
Eli Lilly & Co. (LLY) 0.5 $946k 880.00 1074.68
Spdr Series Trust State Street Spd (SPYD) 0.5 $860k 20k 43.25
Abbott Laboratories (ABT) 0.5 $845k 6.7k 125.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $807k 1.6k 502.65
Philip Morris International (PM) 0.4 $796k 5.0k 160.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $759k 28k 27.43
Merck & Co (MRK) 0.4 $720k 6.8k 105.26
Bank of America Corporation (BAC) 0.3 $640k 12k 55.00
Pfizer (PFE) 0.3 $629k 25k 24.90
Oracle Corporation (ORCL) 0.3 $603k 3.1k 194.89
Netflix (NFLX) 0.3 $590k 6.3k 93.75
American Express Company (AXP) 0.3 $584k 1.6k 369.95
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $583k 6.2k 94.16
Walt Disney Company (DIS) 0.3 $555k 4.9k 113.78
Home Depot (HD) 0.3 $555k 1.6k 344.10
McKesson Corporation (MCK) 0.3 $528k 644.00 820.29
Gilead Sciences (GILD) 0.3 $522k 4.3k 122.74
Wal-Mart Stores (WMT) 0.3 $492k 4.4k 111.41
McDonald's Corporation (MCD) 0.3 $481k 1.6k 305.63
Verizon Communications (VZ) 0.2 $454k 11k 40.73
At&t (T) 0.2 $435k 18k 24.84
D-wave Quantum (QBTS) 0.2 $419k 16k 26.15
Vanguard World Health Car Etf (VHT) 0.2 $413k 1.4k 287.81
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.2 $403k 5.0k 80.22
Honeywell International (HON) 0.2 $402k 2.1k 195.09
Spdr Gold Tr Gold Shs (GLD) 0.2 $381k 960.00 396.31
Spdr Series Trust State Street Spd (SDY) 0.2 $379k 2.7k 139.16
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $370k 2.6k 143.97
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $368k 1.5k 252.92
Ionq Inc Pipe (IONQ) 0.2 $363k 8.1k 44.87
Vanguard Index Fds Growth Etf (VUG) 0.2 $361k 739.00 487.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $358k 744.00 480.74
Intel Corporation (INTC) 0.2 $339k 9.2k 36.90
Altria (MO) 0.2 $332k 5.8k 57.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $328k 4.3k 75.44
Dbx Etf Tr Xtrackers Msci (USSG) 0.2 $326k 5.1k 63.51
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $323k 3.2k 102.54
Raytheon Technologies Corp (RTX) 0.2 $314k 1.7k 183.40
Adobe Systems Incorporated (ADBE) 0.2 $313k 895.00 349.99
Xylem (XYL) 0.2 $295k 2.2k 136.16
Public Storage (PSA) 0.2 $282k 1.1k 259.50
Qualcomm (QCOM) 0.2 $280k 1.6k 171.08
Bank of New York Mellon Corporation (BK) 0.1 $268k 2.3k 116.09
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $263k 2.0k 128.83
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $259k 6.5k 39.59
Nextera Energy (NEE) 0.1 $258k 3.2k 80.28
Visa Com Cl A (V) 0.1 $255k 728.00 350.71
Blackstone Group Inc Com Cl A (BX) 0.1 $254k 1.6k 154.14
Pepsi (PEP) 0.1 $245k 1.7k 143.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $233k 4.0k 58.12
UnitedHealth (UNH) 0.1 $232k 704.00 329.95
Anthem (ELV) 0.1 $224k 640.00 350.55
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $223k 5.2k 42.69
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $212k 945.00 224.67
Kimberly-Clark Corporation (KMB) 0.1 $212k 2.1k 100.89
Goldman Sachs (GS) 0.1 $211k 240.00 879.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $208k 1.1k 191.56
Amphenol Corp Cl A (APH) 0.1 $207k 1.5k 135.14
Mondelez Intl Cl A (MDLZ) 0.1 $207k 3.8k 53.83
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $202k 3.8k 53.86
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $202k 4.0k 50.46
Ford Motor Company (F) 0.1 $201k 15k 13.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $200k 3.5k 57.24
Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) 0.1 $200k 40k 5.07