RIDGECREST WEALTH PARTNERS, LLC 13F Holdings

CIK 0001860719 · MILL VALLEY, CA

As of Sep 30, 2025, RIDGECREST WEALTH PARTNERS, LLC reported 118 positions worth $221.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology106,058$27.0M12.21%
ALPHABET INCGOOGLEquity71,167 7.3M7.82%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—235,879 6.1M7.26%
NVIDIA CORPNVDATechnology69,532 3.0M5.87%
VANGUARD 500 INDEX FUNDVOO—20,047 2.3M5.55%
MICROSOFT CORPMSFTTechnology17,032$8.8M3.99%
VANGUARD DIVIDEND APPREC ETFVIG—38,068$8.2M3.71%
ISHARES CORE S&P 500 ETFIVV—12,065$8.1M3.65%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—49,697$7.2M3.27%
ALPHABET INCGOOGEquity21,387$5.2M2.36%
PROCTER & GAMBLE COPGConsumer Defensive31,029$4.8M2.16%
SPDR S&P 500 ETF TRUSTSPY—6,634$4.4M2.00%
CHEVRON CORPCHVEnergy27,611$4.3M1.94%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services4$3.0M1.36%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology9,851$2.8M1.26%
INVESCO QQQ TRUST SERIES 1QQQ—4,333$2.6M1.18%
JPMORGAN CHASE & COJPMFinancial Services7,903$2.5M1.13%
ISHARES CORE HIGH DIVIDEND ETFHDV—20,278$2.5M1.12%
JOHNSON & JOHNSONJNJHealthcare12,975$2.4M1.09%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—16,449$2.3M1.05%
S&P GLOBAL INCSPGIFinancial Services4,664$2.3M1.03%
COCA COLA COKOConsumer Defensive29,808$2.0M0.89%
TESLA INCTSLAConsumer Cyclical4,406$2.0M0.89%
EXXON MOBIL CORPXOMEnergy17,241 .9M0.88%
ABBVIE INCABBVEquity8,252 .9M0.86%