Ridgecrest Wealth Partners as of June 30, 2026
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 | 63k | 357.37 | |
| Apple (AAPL) | 10.7 | $22M | 77k | 289.36 | |
| Ishares Tr Core Div Grwth (DGRO) | 6.6 | $14M | 182k | 75.79 | |
| NVIDIA Corporation (NVDA) | 6.5 | $14M | 67k | 200.09 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.4 | $11M | 16k | 686.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $7.5M | 10k | 748.89 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $6.9M | 29k | 236.62 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.1 | $6.5M | 40k | 164.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $6.3M | 18k | 353.33 | |
| Microsoft Corporation (MSFT) | 2.7 | $5.6M | 15k | 373.03 | |
| Chevron Corporation (CVX) | 2.2 | $4.5M | 27k | 165.76 | |
| Broadcom (AVGO) | 2.0 | $4.2M | 11k | 377.74 | |
| Applied Materials (AMAT) | 2.0 | $4.1M | 5.6k | 723.01 | |
| Procter & Gamble Company (PG) | 1.6 | $3.3M | 23k | 146.64 | |
| Cisco Systems (CSCO) | 1.5 | $3.2M | 27k | 117.46 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $3.0M | 4.00 | 748850.00 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $2.7M | 17k | 158.03 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $2.6M | 3.5k | 746.73 | |
| Ishares Tr Core High Dv Etf (HDV) | 1.3 | $2.6M | 95k | 27.41 | |
| Coca-Cola Company (KO) | 1.1 | $2.3M | 28k | 81.27 | |
| Abbvie (ABBV) | 1.0 | $2.1M | 8.3k | 251.63 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | 6.0k | 327.32 | |
| Brunswick Corporation (BC) | 0.9 | $1.9M | 23k | 84.24 | |
| Amazon (AMZN) | 0.9 | $1.9M | 8.0k | 238.34 | |
| International Business Machines (IBM) | 0.9 | $1.9M | 6.7k | 281.21 | |
| Caterpillar (CAT) | 0.8 | $1.8M | 1.7k | 1064.90 | |
| S&p Global Com Shs | 0.8 | $1.7M | 4.2k | 407.26 | |
| Amgen (AMGN) | 0.8 | $1.6M | 4.3k | 362.12 | |
| Tesla Motors (TSLA) | 0.7 | $1.5M | 3.6k | 420.54 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.5M | 5.9k | 253.96 | |
| Netflix (NFLX) | 0.7 | $1.4M | 19k | 71.40 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 9.5k | 136.72 | |
| Norfolk Southern (NSC) | 0.6 | $1.3M | 4.1k | 314.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 3.3k | 370.06 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.1M | 4.2k | 272.00 | |
| Intel Corporation (INTC) | 0.5 | $1.1M | 8.0k | 139.63 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.1M | 13k | 82.64 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | 884.00 | 1199.43 | |
| Sunrun (RUN) | 0.5 | $1.1M | 79k | 13.38 | |
| Spdr Series Trust St Str Sp500div (SPYD) | 0.5 | $1.1M | 22k | 47.71 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.0M | 1.1k | 935.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | 2.0k | 500.39 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $974k | 1.3k | 736.25 | |
| Meta Platforms Cl A (META) | 0.5 | $964k | 1.7k | 563.29 | |
| Merck & Co (MRK) | 0.4 | $900k | 7.0k | 128.50 | |
| Philip Morris International (PM) | 0.4 | $898k | 5.0k | 180.91 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $879k | 10k | 85.49 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $817k | 26k | 31.71 | |
| McKesson Corporation (MCK) | 0.4 | $774k | 1.0k | 755.60 | |
| Bank of America Corporation (BAC) | 0.3 | $691k | 12k | 56.98 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $597k | 6.2k | 96.46 | |
| Pfizer (PFE) | 0.3 | $591k | 25k | 24.08 | |
| Gilead Sciences (GILD) | 0.3 | $581k | 4.6k | 126.34 | |
| Home Depot (HD) | 0.3 | $575k | 1.6k | 352.68 | |
| American Express Company (AXP) | 0.3 | $572k | 1.7k | 338.25 | |
| Vanguard World Health Car Etf (VHT) | 0.3 | $556k | 1.9k | 299.07 | |
| Wal-Mart Stores (WMT) | 0.3 | $532k | 4.7k | 113.26 | |
| Abbott Laboratories (ABT) | 0.3 | $528k | 5.8k | 90.74 | |
| Verizon Communications (VZ) | 0.2 | $516k | 12k | 42.34 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $490k | 2.6k | 190.52 | |
| Walt Disney Company (DIS) | 0.2 | $486k | 5.1k | 96.26 | |
| McDonald's Corporation (MCD) | 0.2 | $466k | 1.7k | 270.31 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $435k | 1.4k | 302.97 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $415k | 2.7k | 152.18 | |
| Altria (MO) | 0.2 | $415k | 5.8k | 71.95 | |
| Oracle Corporation (ORCL) | 0.2 | $409k | 2.8k | 146.55 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $387k | 4.5k | 86.14 | |
| Bank of New York Mellon Corporation (BNY) | 0.2 | $381k | 2.6k | 144.61 | |
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $362k | 4.1k | 88.17 | |
| At&t (T) | 0.2 | $360k | 17k | 20.70 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $347k | 3.2k | 110.15 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $337k | 644.00 | 522.63 | |
| Nextera Energy (NEE) | 0.2 | $327k | 3.7k | 87.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $324k | 880.00 | 368.38 | |
| Micron Technology (MU) | 0.2 | $321k | 278.00 | 1153.46 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $317k | 1.7k | 189.73 | |
| Pepsi (PEP) | 0.1 | $310k | 2.3k | 135.40 | |
| Qualcomm (QCOM) | 0.1 | $303k | 1.6k | 184.75 | |
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $299k | 4.3k | 69.46 | |
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $290k | 6.5k | 44.36 | |
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $290k | 2.0k | 142.39 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 0.1 | $275k | 4.0k | 68.75 | |
| Valero Energy Corporation (VLO) | 0.1 | $275k | 1.1k | 260.44 | |
| Direxion Shares Etf Trust Dly Tsla Bear 1x (TSLS) | 0.1 | $273k | 5.3k | 51.15 | |
| Amphenol Corp Cl A (APH) | 0.1 | $270k | 1.5k | 176.32 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $259k | 906.00 | 285.58 | |
| Xylem (XYL) | 0.1 | $256k | 2.2k | 118.20 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $256k | 1.0k | 255.67 | |
| Ge Aerospace Com New (GE) | 0.1 | $253k | 676.00 | 373.75 | |
| Visa Com Cl A (V) | 0.1 | $250k | 728.00 | 343.09 | |
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $248k | 6.1k | 40.59 | |
| Anthem (ELV) | 0.1 | $248k | 640.00 | 386.73 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $246k | 4.0k | 61.46 | |
| American Electric Power Company (AEP) | 0.1 | $245k | 1.8k | 136.81 | |
| Goldman Sachs (GS) | 0.1 | $243k | 240.00 | 1011.37 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $237k | 5.2k | 45.34 | |
| UnitedHealth (UNH) | 0.1 | $232k | 557.00 | 415.63 | |
| Honeywell International (HON) | 0.1 | $228k | 1.0k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.1 | $228k | 1.0k | 221.08 | |
| Clorox Company (CLX) | 0.1 | $221k | 2.3k | 95.45 | |
| Public Storage (PSA) | 0.1 | $218k | 686.00 | 318.31 | |
| Starbucks Corporation (SBUX) | 0.1 | $218k | 2.1k | 102.21 | |
| CSX Corporation (CSX) | 0.1 | $215k | 4.5k | 47.53 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $214k | 2.0k | 109.77 | |
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $213k | 3.8k | 56.79 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $210k | 2.4k | 89.01 | |
| General Dynamics Corporation (GD) | 0.1 | $208k | 587.00 | 354.24 | |
| Eaton Corp SHS (ETN) | 0.1 | $204k | 478.00 | 426.12 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $203k | 1.2k | 170.85 | |
| Ford Motor Company (F) | 0.1 | $185k | 13k | 13.90 | |
| Direxion Shares Etf Trust Dly Amd Bear 1x (AMDD) | 0.0 | $41k | 16k | 2.65 |
