RIDGECREST WEALTH PARTNERS, LLC
CIK: 0001860719Latest portfolio: $184.4M · Q4 2025
Holdings
103
Total Value
$184.4M
New Positions
4
Closed Positions
19
Top Holdings
View All 103 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 77,576 | $21.1M | 11.44% | -28,482 | |
| 2 | GOOGLALPHABET INC | 44,634 | $14.0M | 7.58% | -26,533 | |
| 3 | NVDANVIDIA CORPORATION | 70,437 | $13.1M | 7.12% | +905 | |
| 4 | DGROISHARES TR | 172,404 | $12.0M | 6.49% | -63,475 | |
| 5 | VOOVANGUARD INDEX FDS | 13,249 | $8.3M | 4.51% | -6,798 | |
| 6 | AVGOBROADCOM INC | 22,340 | $7.7M | 4.19% | +19K | |
| 7 | MSFTMICROSOFT CORP | 15,018 | $7.3M | 3.94% | -2,014 | |
| 8 | IVVISHARES TR | 10,311 | $7.1M | 3.83% | -1,754 | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 29,187 | $6.4M | 3.48% | -8,881 | |
| 10 | ITOTISHARES TR | 40,821 | $6.1M | 3.29% | -8,876 | |
| 11 | GOOGALPHABET INC | 19,148 | $6.0M | 3.26% | -2,239 | |
| 12 | CVXCHEVRON CORP NEW | 26,895 | $4.1M | 2.22% | -716 | |
| 13 | PGPROCTER AND GAMBLE CO | 22,179 | $3.2M | 1.72% | -8,850 | |
| 14 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 1.64% | — | |
| 15 | SPGIS&P GLOBAL INC | 4,664 | $2.4M | 1.32% | — | |
| 16 | SPYSPDR S&P 500 ETF TR | 3,381 | $2.3M | 1.25% | -3,253 | |
| 17 | VYMVANGUARD WHITEHALL FDS | 15,946 | $2.3M | 1.24% | -503 | |
| 18 | JPMJPMORGAN CHASE & CO. | 6,866 | $2.2M | 1.20% | -1,037 | |
| 19 | CSCOCISCO SYS INC | 26,760 | $2.1M | 1.12% | -281 | |
| 20 | HDVISHARES TR | 16,921 | $2.1M | 1.12% | -3,357 | |
| 21 | KOCOCA COLA CO | 28,316 | $2.0M | 1.07% | -1,492 | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 6,457 | $1.9M | 1.04% | -3,394 | |
| 23 | ABBVABBVIE INC | 8,338 | $1.9M | 1.03% | +86 | |
| 24 | TSLATESLA INC | 3,995 | $1.8M | 0.97% | -411 | |
| 25 | BCBRUNSWICK CORP | 23,808 | $1.8M | 0.96% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.1968830970626414e+129T)
Technology0.0% ($2.1089131367731727e+41T)
Healthcare0.0% ($1.9051397121194583e+26T)
Consumer Defensive0.0% ($31781979977492336.0T)
Communication Services0.0% ($1397060081035.6T)
Consumer Cyclical0.0% ($179617671639.6T)
Industrials0.0% ($1172956950.4T)
Unknown0.0% ($3019974.8T)
Energy0.0% ($409.9T)
Real Estate0.0% ($281K)
Utilities0.0% ($258K)
Filing History
Fund Information
RIDGECREST WEALTH PARTNERS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $184.4M across 103 holdings. The largest position is APPLE INC (AAPL), representing 11.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 19 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.