RIDGECREST WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, RIDGECREST WEALTH PARTNERS, LLC held in its portfolio 102 assets valued at $184,378,144 (i.e. $184.38M).
The most valuable assets in the portfolio included: APPLE INC ($21.09M), ALPHABET INC ($13.97M), and NVIDIA CORPORATION ($13.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RIDGECREST WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 77576 | 21089859 | COM |
| ALPHABET INC | 44634 | 13970465 | CAP STK CL A |
| NVIDIA CORPORATION | 70437 | 13136531 | COM |
| ISHARES TR | 172404 | 11968294 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 13249 | 8309147 | S&P 500 ETF SHS |
| BROADCOM INC | 22340 | 7731786 | COM |
| MICROSOFT CORP | 15018 | 7262897 | COM |
| ISHARES TR | 10311 | 7062416 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 29187 | 6414658 | DIV APP ETF |
| ISHARES TR | 40821 | 6069632 | CORE S&P TTL STK |
| ALPHABET INC | 19148 | 6008797 | CAP STK CL C |
| CHEVRON CORP NEW | 26895 | 4099067 | COM |
| PROCTER AND GAMBLE CO | 22179 | 3178472 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| S&P GLOBAL INC | 4664 | 2437360 | COM |
| SPDR S&P 500 ETF TR | 3381 | 2305645 | TR UNIT |
| VANGUARD WHITEHALL FDS | 15946 | 2288570 | HIGH DIV YLD |
| JPMORGAN CHASE & CO. | 6866 | 2212468 | COM |
| CISCO SYS INC | 26760 | 2061336 | COM |
| ISHARES TR | 16921 | 2057755 | CORE HIGH DV ETF |
| COCA COLA CO | 28316 | 1979572 | COM |
| INTERNATIONAL BUSINESS MACHS | 6457 | 1912628 | COM |
| ABBVIE INC | 8338 | 1905208 | COM |
| TESLA INC | 3995 | 1796826 | COM |
| BRUNSWICK CORP | 23808 | 1767506 | COM |
| AMAZON COM INC | 7104 | 1639701 | COM |
| SUNRUN INC | 79000 | 1453600 | COM |
| AMGEN INC | 4271 | 1397941 | COM |
| WELLS FARGO CO NEW | 13836 | 1289515 | COM |
| SPDR SERIES TRUST | 22609 | 1239098 | STATE STREET SPD |
| JOHNSON & JOHNSON | 5855 | 1211782 | COM |
| EXXON MOBIL CORP | 9898 | 1191158 | COM |
| VANGUARD INDEX FDS | 3546 | 1188829 | TOTAL STK MKT |
| APPLIED MATLS INC | 4613 | 1185495 | COM |
| NORFOLK SOUTHN CORP | 4060 | 1172137 | COM |
| META PLATFORMS INC | 1568 | 1035141 | CL A |
| COSTCO WHSL CORP NEW | 1134 | 977658 | COM |
| INVESCO QQQ TR | 1587 | 974920 | UNIT SER 1 |
| CATERPILLAR INC | 1670 | 956693 | COM |
| UNION PAC CORP | 4111 | 950957 | COM |
| ELI LILLY & CO | 880 | 945718 | COM |
| ABBOTT LABS | 6743 | 844830 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1606 | 807256 | CL B NEW |
| PHILIP MORRIS INTL INC | 4961 | 795744 | COM |
| SCHWAB STRATEGIC TR | 27655 | 758578 | US DIVIDEND EQ |
| MERCK & CO INC | 6838 | 719768 | COM |
| BANK AMERICA CORP | 11639 | 640145 | COM |
| PFIZER INC | 25247 | 628650 | COM |
| ORACLE CORP | 3092 | 602613 | COM |
| NETFLIX INC | 6288 | 589525 | COM |
| AMERICAN EXPRESS CO | 1579 | 584151 | COM |
| ISHARES TR | 6187 | 582568 | MSCI USA MIN VOL |
| DISNEY WALT CO | 4880 | 555237 | COM |
| HOME DEPOT INC | 1612 | 554682 | COM |
| MCKESSON CORP | 644 | 528267 | COM |
| GILEAD SCIENCES INC | 4250 | 521645 | COM |
| WALMART INC | 4417 | 492098 | COM |
| MCDONALDS CORP | 1574 | 481062 | COM |
| VERIZON COMMUNICATIONS INC | 11156 | 454378 | COM |
| AT&T INC | 17520 | 435194 | COM |
| D-WAVE QUANTUM INC | 16005 | 418531 | COM |
| VANGUARD WORLD FD | 1436 | 413297 | HEALTH CAR ETF |
| TCW ETF TRUST | 5028 | 403361 | TRANSFRM 500 ETF |
| HONEYWELL INTL INC | 2062 | 402276 | COM |
| SPDR GOLD TR | 960 | 380458 | GOLD SHS |
| SELECT SECTOR SPDR TR | 2570 | 370003 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR II | 1454 | 367746 | NASDAQ 100 ETF |
| IONQ INC | 8083 | 362684 | COM |
| VANGUARD INDEX FDS | 739 | 360529 | GROWTH ETF |
| SPDR DOW JONES INDL AVERAGE | 744 | 357671 | UT SER 1 |
| INTEL CORP | 9179 | 338705 | COM |
| ALTRIA GROUP INC | 5761 | 332179 | COM |
| VANGUARD STAR FDS | 4342 | 327560 | VG TL INTL STK F |
| DBX ETF TR | 5139 | 326352 | XTRACKERS MSCI |
| ISHARES TR | 3150 | 323001 | CORE S&P US VLU |
| RTX CORPORATION | 1712 | 313981 | COM |
| ADOBE INC | 895 | 313241 | COM |
| XYLEM INC | 2163 | 294504 | COM |
| PUBLIC STORAGE OPER CO | 1086 | 281817 | COM |
| QUALCOMM INC | 1637 | 280054 | COM |
| BANK NEW YORK MELLON CORP | 2312 | 268400 | COM |
| ISHARES TR | 2038 | 262556 | ESG MSCI KLD 400 |
| DIMENSIONAL ETF TRUST | 6544 | 259077 | US CORE EQUITY 2 |
| NEXTERA ENERGY INC | 3217 | 258261 | COM |
| VISA INC | 728 | 255317 | COM CL A |
| BLACKSTONE INC | 1646 | 253714 | COM |
| PEPSICO INC | 1707 | 244989 | COM |
| J P MORGAN EXCHANGE TRADED F | 4000 | 232480 | NASDAQ EQT PREM |
| UNITEDHEALTH GROUP INC | 704 | 232285 | COM |
| ELEVANCE HEALTH INC FORMERLY | 640 | 224352 | COM |
| SELECT SECTOR SPDR TR | 5230 | 223269 | STATE STREET UTI |
| FIDELITY COVINGTON TRUST | 945 | 212313 | MSCI INFO TECH I |
| KIMBERLY-CLARK CORP | 2100 | 211869 | COM |
| GOLDMAN SACHS GROUP INC | 240 | 210960 | COM |
| INVESCO EXCHANGE TRADED FD T | 1088 | 208417 | S&P500 EQL WGT |
| AMPHENOL CORP NEW | 1531 | 206899 | CL A |
| MONDELEZ INTL INC | 3840 | 206707 | CL A |
| NEOS ETF TRUST | 3750 | 201975 | NASDAQ 100 HIGH |
| BLACKROCK ETF TRUST II | 4000 | 201840 | ISHARES SHORT-TE |
| FORD MTR CO | 15332 | 201156 | COM |
| J P MORGAN EXCHANGE TRADED F | 3500 | 200340 | EQUITY PREMIUM |
| DIREXION SHS ETF TR | 39485 | 200189 | DLY TSLA BEAR 1X |
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