Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of March 31, 2026

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