RIDGECREST WEALTH PARTNERS, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$189.5B
Holdings
111
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 106,220 | $21.8B | 11.50% | |
| 2 | DGROISHARES TR | 237,137 | $15.2B | 8.00% | |
| 3 | GOOGLALPHABET INC | 72,502 | $12.8B | 6.74% | |
| 4 | VOOVANGUARD INDEX FDS | 20,640 | $11.7B | 6.19% | |
| 5 | MSFTMICROSOFT CORP | 17,018 | $8.5B | 4.47% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 37,622 | $7.7B | 4.06% | |
| 7 | IVVISHARES TR | 12,066 | $7.5B | 3.95% | |
| 8 | ITOTISHARES TR | 50,404 | $6.8B | 3.59% | |
| 9 | PGPROCTER AND GAMBLE CO | 31,229 | $5.0B | 2.63% | |
| 10 | SPYSPDR S&P 500 ETF TR | 6,904 | $4.3B | 2.25% | |
| 11 | CVXCHEVRON CORP NEW | 29,361 | $4.2B | 2.22% | |
| 12 | GOOGALPHABET INC | 21,524 | $3.8B | 2.02% | |
| 13 | NVDANVIDIA CORPORATION | 21,547 | $3.4B | 1.80% | |
| 14 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9B | 1.54% | |
| 15 | IBMINTERNATIONAL BUSINESS MACHS | 9,796 | $2.9B | 1.52% | |
| 16 | SPGIS&P GLOBAL INC | 4,664 | $2.5B | 1.30% | |
| 17 | NDQINVESCO QQQ TR | 4,333 | $2.4B | 1.26% | |
| 18 | HDVISHARES TR | 20,039 | $2.3B | 1.24% | |
| 19 | JPMJPMORGAN CHASE & CO. | 7,861 | $2.3B | 1.20% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 16,159 | $2.2B | 1.14% | |
| 21 | KOCOCA COLA CO | 29,808 | $2.1B | 1.11% | |
| 22 | JNJJOHNSON & JOHNSON | 12,889 | $2.0B | 1.04% | |
| 23 | NFLXNETFLIX INC | 1,435 | $1.9B | 1.01% | |
| 24 | CSCOCISCO SYS INC | 26,981 | $1.9B | 0.99% | |
| 25 | AMZNAMAZON COM INC | 8,399 | $1.8B | 0.97% | |
| 26 | XOMEXXON MOBIL CORP | 17,069 | $1.8B | 0.97% | |
| 27 | SBUXSTARBUCKS CORP | 17,485 | $1.6B | 0.85% | |
| 28 | TSLATESLA INC | 4,881 | $1.6B | 0.82% | |
| 29 | ABBVABBVIE INC | 8,250 | $1.5B | 0.81% | |
| 30 | ORCLORACLE CORP | 6,614 | $1.4B | 0.76% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 1,427 | $1.4B | 0.75% | |
| 32 | AMGNAMGEN INC | 4,877 | $1.4B | 0.72% | |
| 33 | BCBRUNSWICK CORP | 23,808 | $1.3B | 0.69% | |
| 34 | UNPUNION PAC CORP | 5,511 | $1.3B | 0.67% | |
| 35 | METAMETA PLATFORMS INC | 1,662 | $1.2B | 0.65% | |
| 36 | VTIVANGUARD INDEX FDS | 3,927 | $1.2B | 0.63% | |
| 37 | WFCWELLS FARGO CO NEW | 13,998 | $1.1B | 0.59% | |
| 38 | AVGOBROADCOM INC | 3,793 | $1.0B | 0.55% | |
| 39 | NSCNORFOLK SOUTHN CORP | 4,060 | $1.0B | 0.55% | |
| 40 | AMATAPPLIED MATLS INC | 5,609 | $1.0B | 0.54% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,110 | $1.0B | 0.54% | |
| 42 | DISDISNEY WALT CO | 7,738 | $959.7M | 0.51% | |
| 43 | ABTABBOTT LABS | 6,743 | $917.1M | 0.48% | |
| 44 | 4I1PHILIP MORRIS INTL INC | 4,851 | $883.5M | 0.47% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 20,254 | $876.4M | 0.46% | |
| 46 | MCKMCKESSON CORP | 1,136 | $832.4M | 0.44% | |
| 47 | MRKMERCK & CO INC | 10,315 | $816.6M | 0.43% | |
| 48 | CATCATERPILLAR INC | 1,981 | $769.0M | 0.41% | |
| 49 | SPYDSPDR SERIES TRUST | 17,710 | $751.6M | 0.40% | |
| 50 | RUNSUNRUN INC | 85,000 | $695.3M | 0.37% | |
| 51 | LLYELI LILLY & CO | 884 | $689.1M | 0.36% | |
| 52 | MCDMCDONALDS CORP | 2,349 | $686.3M | 0.36% | |
| 53 | PFEPFIZER INC | 28,022 | $679.3M | 0.36% | |
| 54 | WMTWALMART INC | 6,806 | $665.5M | 0.35% | |
| 55 | HDHOME DEPOT INC | 1,722 | $631.5M | 0.33% | |
| 56 | SCHDSCHWAB STRATEGIC TR | 23,638 | $626.4M | 0.33% | |
| 57 | BACBANK AMERICA CORP | 12,617 | $597.0M | 0.32% | |
| 58 | AXPAMERICAN EXPRESS CO | 1,870 | $596.5M | 0.31% | |
| 59 | USMVISHARES TR | 6,187 | $580.8M | 0.31% | |
| 60 | TAT&T INC | 19,588 | $566.9M | 0.30% | |
| 61 | HONHONEYWELL INTL INC | 2,289 | $533.1M | 0.28% | |
| 62 | SCHWSCHWAB CHARLES CORP | 5,768 | $526.3M | 0.28% | |
| 63 | GILDGILEAD SCIENCES INC | 4,304 | $477.2M | 0.25% | |
| 64 | QCOMQUALCOMM INC | 2,937 | $467.7M | 0.25% | |
| 65 | PEPPEPSICO INC | 3,378 | $446.0M | 0.24% | |
| 66 | KMBKIMBERLY-CLARK CORP | 3,269 | $421.4M | 0.22% | |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 8,115 | $375.6M | 0.20% | |
| 68 | SDYSPDR SERIES TRUST | 2,724 | $369.7M | 0.20% | |
| 69 | VOTETCW ETF TRUST | 5,028 | $365.7M | 0.19% | |
| 70 | VHTVANGUARD WORLD FD | 1,435 | $356.3M | 0.19% | |
| 71 | ADBEADOBE INC | 897 | $347.0M | 0.18% | |
| 72 | MOALTRIA GROUP INC | 5,751 | $337.2M | 0.18% | |
| 73 | NEENEXTERA ENERGY INC | 4,817 | $334.4M | 0.18% | |
| 74 | QQQMINVESCO EXCH TRADED FD TR II | 1,454 | $330.2M | 0.17% | |
| 75 | DONSPDR DOW JONES INDL AVERAGE | 744 | $327.9M | 0.17% | |
| 76 | XLKSELECT SECTOR SPDR TR | 1,285 | $325.4M | 0.17% | |
| 77 | GQ9SPDR GOLD TR | 1,050 | $320.1M | 0.17% | |
| 78 | PSAPUBLIC STORAGE OPER CO | 1,086 | $318.7M | 0.17% | |
| 79 | IUSVISHARES TR | 3,150 | $298.1M | 0.16% | |
| 80 | MDLZMONDELEZ INTL INC | 4,417 | $297.9M | 0.16% | |
| 81 | MMM3M CO | 1,928 | $293.5M | 0.15% | |
| 82 | USSGDBX ETF TR | 5,139 | $292.3M | 0.15% | |
| 83 | ROSTROSS STORES INC | 2,275 | $290.2M | 0.15% | |
| 84 | IWDISHARES TR | 1,480 | $287.5M | 0.15% | |
| 85 | KELKELLANOVA | 3,612 | $287.3M | 0.15% | |
| 86 | VUGVANGUARD INDEX FDS | 639 | $280.1M | 0.15% | |
| 87 | XYLXYLEM INC | 2,162 | $279.6M | 0.15% | |
| 88 | FFORD MTR CO | 25,505 | $276.7M | 0.15% | |
| 89 | CLXCLOROX CO DEL | 2,204 | $264.6M | 0.14% | |
| 90 | ETNEATON CORP PLC | 728 | $259.9M | 0.14% | |
| 91 | VVISA INC | 716 | $254.2M | 0.13% | |
| 92 | SNPSSYNOPSYS INC | 492 | $252.2M | 0.13% | |
| 93 | ELVELEVANCE HEALTH INC | 640 | $248.9M | 0.13% | |
| 94 | RTXRTX CORPORATION | 1,698 | $247.9M | 0.13% | |
| 95 | INTCINTEL CORP | 10,980 | $246.0M | 0.13% | |
| 96 | AMEAMETEK INC | 1,350 | $244.3M | 0.13% | |
| 97 | DSIISHARES TR | 2,038 | $236.7M | 0.12% | |
| 98 | BKBANK NEW YORK MELLON CORP | 2,584 | $235.4M | 0.12% | |
| 99 | DFACDIMENSIONAL ETF TRUST | 6,544 | $234.5M | 0.12% | |
| 100 | BXBLACKSTONE INC | 1,560 | $233.3M | 0.12% |
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