RIDGECREST WEALTH PARTNERS, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$189.5M

Holdings

111

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (111 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	106,220	$21.8M	11.50%
2	DGROISHARES TR	237,137	$15.2M	8.00%
3	GOOGLALPHABET INC	72,502	$12.8M	6.74%
4	VOOVANGUARD INDEX FDS	20,640	$11.7M	6.19%
5	MSFTMICROSOFT CORP	17,018	$8.5M	4.47%
6	VIGVANGUARD SPECIALIZED FUNDS	37,622	$7.7M	4.06%
7	IVVISHARES TR	12,066	$7.5M	3.95%
8	ITOTISHARES TR	50,404	$6.8M	3.59%
9	PGPROCTER AND GAMBLE CO	31,229	$5.0M	2.63%
10	SPYSPDR S&P 500 ETF TR	6,904	$4.3M	2.25%
11	CVXCHEVRON CORP NEW	29,361	$4.2M	2.22%
12	GOOGALPHABET INC	21,524	$3.8M	2.02%
13	NVDANVIDIA CORPORATION	21,547	$3.4M	1.80%
14	BRK-BBERKSHIRE HATHAWAY INC DEL	4	$2.9M	1.54%
15	IBMINTERNATIONAL BUSINESS MACHS	9,796	$2.9M	1.52%
16	SPGIS&P GLOBAL INC	4,664	$2.5M	1.30%
17	NDQINVESCO QQQ TR	4,333	$2.4M	1.26%
18	HDVISHARES TR	20,039	$2.3M	1.24%
19	JPMJPMORGAN CHASE & CO.	7,861	$2.3M	1.20%
20	VYMVANGUARD WHITEHALL FDS	16,159	$2.2M	1.14%
21	KOCOCA COLA CO	29,808	$2.1M	1.11%
22	JNJJOHNSON & JOHNSON	12,889	$2.0M	1.04%
23	NFLXNETFLIX INC	1,435	$1.9M	1.01%
24	CSCOCISCO SYS INC	26,981	$1.9M	0.99%
25	AMZNAMAZON COM INC	8,399	$1.8M	0.97%
26	XOMEXXON MOBIL CORP	17,069	$1.8M	0.97%
27	SBUXSTARBUCKS CORP	17,485	$1.6M	0.85%
28	TSLATESLA INC	4,881	$1.6M	0.82%
29	ABBVABBVIE INC	8,250	$1.5M	0.81%
30	ORCLORACLE CORP	6,614	$1.4M	0.76%
31	COSTCOSTCO WHSL CORP NEW	1,427	$1.4M	0.75%
32	AMGNAMGEN INC	4,877	$1.4M	0.72%
33	BCBRUNSWICK CORP	23,808	$1.3M	0.69%
34	UNPUNION PAC CORP	5,511	$1.3M	0.67%
35	METAMETA PLATFORMS INC	1,662	$1.2M	0.65%
36	VTIVANGUARD INDEX FDS	3,927	$1.2M	0.63%
37	WFCWELLS FARGO CO NEW	13,998	$1.1M	0.59%
38	AVGOBROADCOM INC	3,793	$1.0M	0.55%
39	NSCNORFOLK SOUTHN CORP	4,060	$1.0M	0.55%
40	AMATAPPLIED MATLS INC	5,609	$1.0M	0.54%
41	BRK/BBERKSHIRE HATHAWAY INC DEL	2,110	$1.0M	0.54%
42	DISDISNEY WALT CO	7,738	$960K	0.51%
43	ABTABBOTT LABS	6,743	$917K	0.48%
44	4I1PHILIP MORRIS INTL INC	4,851	$884K	0.47%
45	BACVERIZON COMMUNICATIONS INC	20,254	$876K	0.46%
46	MCKMCKESSON CORP	1,136	$832K	0.44%
47	MRKMERCK & CO INC	10,315	$817K	0.43%
48	CATCATERPILLAR INC	1,981	$769K	0.41%
49	SPYDSPDR SERIES TRUST	17,710	$752K	0.40%
50	RUNSUNRUN INC	85,000	$695K	0.37%
51	LLYELI LILLY & CO	884	$689K	0.36%
52	MCDMCDONALDS CORP	2,349	$686K	0.36%
53	PFEPFIZER INC	28,022	$679K	0.36%
54	WMTWALMART INC	6,806	$665K	0.35%
55	HDHOME DEPOT INC	1,722	$632K	0.33%
56	SCHDSCHWAB STRATEGIC TR	23,638	$626K	0.33%
57	BACBANK AMERICA CORP	12,617	$597K	0.32%
58	AXPAMERICAN EXPRESS CO	1,870	$596K	0.31%
59	USMVISHARES TR	6,187	$581K	0.31%
60	TAT&T INC	19,588	$567K	0.30%
61	HONHONEYWELL INTL INC	2,289	$533K	0.28%
62	SCHWSCHWAB CHARLES CORP	5,768	$526K	0.28%
63	GILDGILEAD SCIENCES INC	4,304	$477K	0.25%
64	QCOMQUALCOMM INC	2,937	$468K	0.25%
65	PEPPEPSICO INC	3,378	$446K	0.24%
66	KMBKIMBERLY-CLARK CORP	3,269	$421K	0.22%
67	BMYBRISTOL-MYERS SQUIBB CO	8,115	$376K	0.20%
68	SDYSPDR SERIES TRUST	2,724	$370K	0.20%
69	VOTETCW ETF TRUST	5,028	$366K	0.19%
70	VHTVANGUARD WORLD FD	1,435	$356K	0.19%
71	ADBEADOBE INC	897	$347K	0.18%
72	MOALTRIA GROUP INC	5,751	$337K	0.18%
73	NEENEXTERA ENERGY INC	4,817	$334K	0.18%
74	QQQMINVESCO EXCH TRADED FD TR II	1,454	$330K	0.17%
75	DONSPDR DOW JONES INDL AVERAGE	744	$328K	0.17%
76	XLKSELECT SECTOR SPDR TR	1,285	$325K	0.17%
77	GQ9SPDR GOLD TR	1,050	$320K	0.17%
78	PSAPUBLIC STORAGE OPER CO	1,086	$319K	0.17%
79	IUSVISHARES TR	3,150	$298K	0.16%
80	MDLZMONDELEZ INTL INC	4,417	$298K	0.16%
81	MMM3M CO	1,928	$294K	0.15%
82	USSGDBX ETF TR	5,139	$292K	0.15%
83	ROSTROSS STORES INC	2,275	$290K	0.15%
84	IWDISHARES TR	1,480	$287K	0.15%
85	KELKELLANOVA	3,612	$287K	0.15%
86	VUGVANGUARD INDEX FDS	639	$280K	0.15%
87	XYLXYLEM INC	2,162	$280K	0.15%
88	FFORD MTR CO	25,505	$277K	0.15%
89	CLXCLOROX CO DEL	2,204	$265K	0.14%
90	ETNEATON CORP PLC	728	$260K	0.14%
91	VVISA INC	716	$254K	0.13%
92	SNPSSYNOPSYS INC	492	$252K	0.13%
93	ELVELEVANCE HEALTH INC	640	$249K	0.13%
94	RTXRTX CORPORATION	1,698	$248K	0.13%
95	INTCINTEL CORP	10,980	$246K	0.13%
96	AMEAMETEK INC	1,350	$244K	0.13%
97	DSIISHARES TR	2,038	$237K	0.12%
98	BKBANK NEW YORK MELLON CORP	2,584	$235K	0.12%
99	DFACDIMENSIONAL ETF TRUST	6,544	$235K	0.12%
100	BXBLACKSTONE INC	1,560	$233K	0.12%

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