RIDGECREST WEALTH PARTNERS, LLC

CIK 0001860719 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026

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Filer information

Filed by: RIDGECREST WEALTH PARTNERS, LLC, CHIEF COMPLIANCE OFFICER
Address: 35 MILLER AVENUE, #26, MILL VALLEY, CA, 94941
Phone: 971-371-3446
AUM: $184.4M

AUM over time

$216.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $190.9M112 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$267K	0.1%	1,816 SH
ABBOTT LABS	COM	$894K	0.5%	6,743 SH
ABBVIE INC	COM	$1.7M	0.9%	8,253 SH
ADOBE INC	COM	$373K	0.2%	972 SH
AGILON HEALTH INC	COM	$65K	0.0%	15,000 SH
ALPHABET INC	CAP STK CL A	$11.2M	5.9%	72,622 SH
ALPHABET INC	CAP STK CL C	$3.4M	1.8%	21,521 SH
ALTRIA GROUP INC	COM	$345K	0.2%	5,751 SH
AMAZON COM INC	COM	$1.6M	0.8%	8,354 SH
AMERICAN EXPRESS CO	COM	$504K	0.3%	1,873 SH
AMETEK INC	COM	$232K	0.1%	1,350 SH
AMGEN INC	COM	$1.5M	0.8%	4,877 SH
APPLE INC	COM	$23.8M	12.5%	107,051 SH
APPLIED MATLS INC	COM	$815K	0.4%	5,613 SH
AT&T INC	COM	$560K	0.3%	19,808 SH
BANK AMERICA CORP	COM	$579K	0.3%	13,882 SH
BANK NEW YORK MELLON CORP	COM	$217K	0.1%	2,584 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.2M	1.7%	4 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.6%	2,201 SH
BLACKSTONE INC	COM	$288K	0.2%	2,060 SH
BRISTOL-MYERS SQUIBB CO	COM	$562K	0.3%	9,211 SH
BROADCOM INC	COM	$4.8M	2.5%	28,402 SH
BRUNSWICK CORP	COM	$1.5M	0.8%	27,308 SH
CATERPILLAR INC	COM	$654K	0.3%	1,984 SH
CHEVRON CORP NEW	COM	$5.6M	2.9%	33,476 SH
CISCO SYS INC	COM	$1.7M	0.9%	27,162 SH
CLOROX CO DEL	COM	$325K	0.2%	2,204 SH
COCA COLA CO	COM	$2.2M	1.1%	30,408 SH
COMCAST CORP NEW	CL A	$314K	0.2%	8,498 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.8%	1,583 SH
DBX ETF TR	XTRACKERS MSCI	$221K	0.1%	4,389 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$216K	0.1%	6,544 SH
DISNEY WALT CO	COM	$784K	0.4%	7,938 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$401K	0.2%	3,597 SH
ELEVANCE HEALTH INC	COM	$278K	0.1%	640 SH
ELI LILLY & CO	COM	$752K	0.4%	911 SH
EXXON MOBIL CORP	COM	$1.9M	1.0%	15,692 SH
FORD MTR CO	COM	$262K	0.1%	26,084 SH
GILEAD SCIENCES INC	COM	$516K	0.3%	4,604 SH
HOME DEPOT INC	COM	$628K	0.3%	1,712 SH
HONEYWELL INTL INC	COM	$485K	0.3%	2,292 SH
INTEL CORP	COM	$312K	0.2%	13,746 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.2%	9,596 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$281K	0.1%	1,454 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	1.0%	4,267 SH
ISHARES TR	CORE DIV GRWTH	$14.4M	7.6%	233,548 SH
ISHARES TR	CORE HIGH DV ETF	$2.3M	1.2%	19,064 SH
ISHARES TR	CORE S&P TTL STK	$6.2M	3.3%	50,944 SH
ISHARES TR	CORE S&P US VLU	$291K	0.2%	3,150 SH
ISHARES TR	CORE S&P500 ETF	$6.2M	3.3%	11,083 SH
ISHARES TR	ESG MSCI KLD 400	$209K	0.1%	2,038 SH
ISHARES TR	MSCI USA MIN VOL	$579K	0.3%	6,187 SH
ISHARES TR	RUS 1000 VAL ETF	$278K	0.1%	1,480 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$207K	0.1%	4,000 SH
JOHNSON & JOHNSON	COM	$2.2M	1.2%	13,293 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.0%	7,854 SH
KELLANOVA	COM	$298K	0.2%	3,612 SH
KIMBERLY-CLARK CORP	COM	$467K	0.2%	3,281 SH
MCDONALDS CORP	COM	$729K	0.4%	2,335 SH
MCKESSON CORP	COM	$839K	0.4%	1,246 SH
MERCK & CO INC	COM	$978K	0.5%	10,898 SH
META PLATFORMS INC	CL A	$899K	0.5%	1,560 SH
MICROSOFT CORP	COM	$6.4M	3.4%	17,087 SH
MONDELEZ INTL INC	CL A	$300K	0.2%	4,417 SH
MOTOROLA SOLUTIONS INC	COM NEW	$229K	0.1%	524 SH
NERDWALLET INC	COM CL A	$129K	0.1%	14,218 SH
NETFLIX INC	COM	$1.3M	0.7%	1,435 SH
NEXTERA ENERGY INC	COM	$341K	0.2%	4,817 SH
NORFOLK SOUTHN CORP	COM	$962K	0.5%	4,060 SH
NVIDIA CORPORATION	COM	$8.7M	4.5%	80,061 SH
ON HLDG AG	NAMEN AKT A	$1.8M	1.0%	41,500 SH
ORACLE CORP	COM	$953K	0.5%	6,813 SH
PEPSICO INC	COM	$507K	0.3%	3,380 SH
PFIZER INC	COM	$743K	0.4%	29,315 SH
PHILIP MORRIS INTL INC	COM	$770K	0.4%	4,851 SH
PROCTER AND GAMBLE CO	COM	$5.3M	2.8%	31,383 SH
PROSHARES TR	SHORT S&P 500 NE	$323K	0.2%	7,250 SH
PUBLIC STORAGE OPER CO	COM	$329K	0.2%	1,098 SH
QUALCOMM INC	COM	$451K	0.2%	2,937 SH
ROSS STORES INC	COM	$316K	0.2%	2,475 SH
ROYAL CARIBBEAN GROUP	COM	$226K	0.1%	1,100 SH
RTX CORPORATION	COM	$222K	0.1%	1,675 SH
S&P GLOBAL INC	COM	$2.6M	1.4%	5,140 SH
SCHWAB CHARLES CORP	COM	$452K	0.2%	5,768 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$682K	0.4%	24,409 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$207K	0.1%	2,619 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$269K	0.1%	1,305 SH
SENSEONICS HLDGS INC	COM	$197K	0.1%	300,000 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$312K	0.2%	744 SH
SPDR GOLD TR	GOLD SHS	$303K	0.2%	1,050 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.5M	2.3%	7,979 SH
SPDR SER TR	S&P DIVID ETF	$370K	0.2%	2,724 SH
STARBUCKS CORP	COM	$2.4M	1.2%	24,244 SH
SUNRUN INC	COM	$498K	0.3%	85,000 SH
SYNOPSYS INC	COM	$228K	0.1%	532 SH
TCW ETF TRUST	TRANSFRM 500 ETF	$291K	0.2%	4,453 SH
TESLA INC	COM	$1.3M	0.7%	5,081 SH
TRAVELERS COMPANIES INC	COM	$225K	0.1%	849 SH
UNION PAC CORP	COM	$1.3M	0.7%	5,511 SH
UNITED PARCEL SERVICE INC	CL B	$218K	0.1%	1,980 SH
UNITEDHEALTH GROUP INC	COM	$514K	0.3%	981 SH
VANGUARD INDEX FDS	GROWTH ETF	$225K	0.1%	608 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.9M	4.6%	17,243 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.6%	3,955 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.3M	3.3%	32,344 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.9%	12,998 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$290K	0.2%	1,096 SH
VERIZON COMMUNICATIONS INC	COM	$965K	0.5%	21,279 SH
VISA INC	COM CL A	$247K	0.1%	704 SH
WALMART INC	COM	$598K	0.3%	6,814 SH
WELLS FARGO CO NEW	COM	$1.0M	0.5%	14,021 SH
XYLEM INC	COM	$258K	0.1%	2,161 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001860719-26-000001	$184.4M	View
Oct 19, 2026	Q3 2026	13F-HR	0001860719-26-000006	$216.1M	View
Oct 14, 2025	Q3 2025