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: $189.5M111 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$294K	0.2%	1,928 SH	New
ABBOTT LABS	COM	$917K	0.5%	6,743 SH	New
ABBVIE INC	COM	$1.5M	0.8%Prev: 1.0%	8,250 SH	Decreased-88 SH
ADOBE INC	COM	$347K	0.2%Prev: 0.1%	897 SH	Increased+2 SH
AGILON HEALTH INC	COM	$44K	0.0%	19,000 SH	New
ALPHABET INC	CAP STK CL A	$12.8M	6.7%Prev: 7.0%	72,502 SH	Increased+28,484 SH
ALPHABET INC	CAP STK CL C	$3.8M	2.0%Prev: 2.9%	21,524 SH	Decreased+3,422 SH
ALTRIA GROUP INC	COM	$337K	0.2%Prev: 0.2%	5,751 SH	Decreased-10 SH
AMAZON COM INC	COM	$1.8M	1.0%Prev: 0.9%	8,399 SH	Increased+994 SH
AMERICAN EXPRESS CO	COM	$596K	0.3%Prev: 0.3%	1,870 SH	Increased+291 SH
AMETEK INC	COM	$244K	0.1%	1,350 SH	New
AMGEN INC	COM	$1.4M	0.7%Prev: 0.8%	4,877 SH	Decreased+656 SH
APPLE INC	COM	$21.8M	11.5%Prev: 10.8%	106,220 SH	Increased+28,812 SH
APPLIED MATLS INC	COM	$1.0M	0.5%Prev: 1.1%	5,609 SH	Decreased-4 SH
AT&T INC	COM	$567K	0.3%Prev: 0.3%	19,588 SH	Increased+2,062 SH
BANK AMERICA CORP	COM	$597K	0.3%Prev: 0.3%	12,617 SH	Increased+878 SH
BANK NEW YORK MELLON CORP	COM	$235K	0.1%Prev: 0.1%	2,584 SH	Decreased+312 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	1.5%Prev: 1.6%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.5%Prev: 0.6%	2,110 SH	Increased+29 SH
BLACKSTONE INC	COM	$233K	0.1%	1,560 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$376K	0.2%	8,115 SH	New
BROADCOM INC	COM	$1.0M	0.6%Prev: 3.8%	3,793 SH	Decreased-18,552 SH
BRUNSWICK CORP	COM	$1.3M	0.7%Prev: 1.0%	23,808 SH	Decreased
CATERPILLAR INC	COM	$769K	0.4%Prev: 0.6%	1,981 SH	Decreased+321 SH
CHEVRON CORP NEW	COM	$4.2M	2.2%	29,361 SH	New
CISCO SYS INC	COM	$1.9M	1.0%Prev: 1.2%	26,981 SH	Decreased+23 SH
CLOROX CO DEL	COM	$265K	0.1%	2,204 SH	New
COCA COLA CO	COM	$2.1M	1.1%Prev: 1.2%	29,808 SH	Decreased+1,492 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.7%	1,427 SH	New
DBX ETF TR	XTRACKERS MSCI	$292K	0.2%Prev: 0.2%	5,139 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$235K	0.1%Prev: 0.1%	6,544 SH	Decreased
DIREXION SHS ETF TR	DLY TSLA BEAR 1X	$123K	0.1%	15,635 SH	New
DISNEY WALT CO	COM	$960K	0.5%Prev: 0.3%	7,738 SH	Increased+2,288 SH
EATON CORP PLC	SHS	$260K	0.1%	728 SH	New
ELEVANCE HEALTH INC	COM	$249K	0.1%	640 SH	New
ELI LILLY & CO	COM	$689K	0.4%Prev: 0.4%	884 SH	Decreased+24 SH
EXXON MOBIL CORP	COM	$1.8M	1.0%Prev: 0.9%	17,069 SH	Increased+7,544 SH
FORD MTR CO	COM	$277K	0.1%Prev: 0.1%	25,505 SH	Increased+12,173 SH
GILEAD SCIENCES INC	COM	$477K	0.3%Prev: 0.3%	4,304 SH	Decreased-21 SH
HOME DEPOT INC	COM	$632K	0.3%Prev: 0.3%	1,722 SH	Increased+134 SH
HONEYWELL INTL INC	COM	$533K	0.3%Prev: 0.3%	2,289 SH	Increased+227 SH
INTEL CORP	COM	$246K	0.1%Prev: 0.2%	10,980 SH	Decreased+1,476 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.9M	1.5%Prev: 0.9%	9,796 SH	Increased+3,133 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$330K	0.2%Prev: 0.2%	1,454 SH	Decreased+20 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	1.3%Prev: 0.5%	4,333 SH	Increased+2,845 SH
ISHARES TR	CORE DIV GRWTH	$15.2M	8.0%Prev: 6.9%	237,137 SH	Increased+57,937 SH
ISHARES TR	CORE HIGH DV ETF	$2.3M	1.2%Prev: 1.4%	20,039 SH	Decreased+762 SH
ISHARES TR	CORE S&P TTL STK	$6.8M	3.6%Prev: 3.1%	50,404 SH	Increased+10,342 SH
ISHARES TR	CORE S&P US VLU	$298K	0.2%Prev: 0.2%	3,150 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$7.5M	4.0%Prev: 3.7%	12,066 SH	Increased+1,727 SH
ISHARES TR	ESG MSCI KLD 400	$237K	0.1%Prev: 0.1%	2,038 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$581K	0.3%Prev: 0.3%	6,187 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$287K	0.2%	1,480 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$208K	0.1%	3,650 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$218K	0.1%Prev: 0.1%	4,000 SH	Decreased
JOHNSON & JOHNSON	COM	$2.0M	1.0%Prev: 0.8%	12,889 SH	Increased+6,964 SH
JPMORGAN CHASE & CO.	COM	$2.3M	1.2%	7,861 SH	New
KELLANOVA	COM	$287K	0.2%	3,612 SH	New
KIMBERLY-CLARK CORP	COM	$421K	0.2%	3,269 SH	New
MCDONALDS CORP	COM	$686K	0.4%Prev: 0.3%	2,349 SH	Increased+740 SH
MCKESSON CORP	COM	$832K	0.4%Prev: 0.5%	1,136 SH	Decreased+112 SH
MERCK & CO INC	COM	$817K	0.4%Prev: 0.5%	10,315 SH	Decreased+3,477 SH
META PLATFORMS INC	CL A	$1.2M	0.6%Prev: 0.5%	1,662 SH	Increased+96 SH
MICROSOFT CORP	COM	$8.5M	4.5%Prev: 3.1%	17,018 SH	Increased+1,901 SH
MONDELEZ INTL INC	CL A	$298K	0.2%	4,417 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$220K	0.1%	524 SH	New
NERDWALLET INC	COM CL A	$156K	0.1%	14,218 SH	New
NETFLIX INC	COM	$1.9M	1.0%	1,435 SH	New
NEXTERA ENERGY INC	COM	$334K	0.2%Prev: 0.2%	4,817 SH	Increased+1,482 SH
NORFOLK SOUTHN CORP	COM	$1.0M	0.5%Prev: 0.6%	4,060 SH	Decreased
NVIDIA CORPORATION	COM	$3.4M	1.8%Prev: 6.8%	21,547 SH	Decreased-49,051 SH
ORACLE CORP	COM	$1.4M	0.8%Prev: 0.2%	6,614 SH	Increased+3,822 SH
PEPSICO INC	COM	$446K	0.2%Prev: 0.2%	3,378 SH	Increased+1,205 SH
PFIZER INC	COM	$679K	0.4%Prev: 0.4%	28,022 SH	Decreased+3,284 SH
PHILIP MORRIS INTL INC	COM	$884K	0.5%Prev: 0.5%	4,851 SH	Increased-110 SH
PROCTER AND GAMBLE CO	COM	$5.0M	2.6%	31,229 SH	New
PUBLIC STORAGE OPER CO	COM	$319K	0.2%Prev: 0.2%	1,086 SH	Increased
QUALCOMM INC	COM	$468K	0.2%Prev: 0.1%	2,937 SH	Increased+1,300 SH
ROSS STORES INC	COM	$290K	0.2%	2,275 SH	New
RTX CORPORATION	COM	$248K	0.1%Prev: 0.2%	1,698 SH	Decreased-51 SH
S&P GLOBAL INC	COM	$2.5M	1.3%Prev: 1.1%	4,664 SH	Increased
SCHWAB CHARLES CORP	COM	$526K	0.3%	5,768 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$626K	0.3%Prev: 0.5%	23,638 SH	Decreased-3,958 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$214K	0.1%	2,619 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$325K	0.2%	1,285 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$328K	0.2%	744 SH	New
SPDR GOLD TR	GOLD SHS	$320K	0.2%Prev: 0.2%	1,050 SH	Decreased+170 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	2.3%	6,904 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$752K	0.4%	17,710 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$370K	0.2%	2,724 SH	New
STARBUCKS CORP	COM	$1.6M	0.8%	17,485 SH	New
SUNRUN INC	COM	$695K	0.4%Prev: 0.6%	85,000 SH	Decreased+6,000 SH
SYNOPSYS INC	COM	$252K	0.1%	492 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$366K	0.2%Prev: 0.2%	5,028 SH	Decreased+100 SH
TESLA INC	COM	$1.6M	0.8%Prev: 0.8%	4,881 SH	Increased+886 SH
TRAVELERS COMPANIES INC	COM	$227K	0.1%	849 SH	New
UNION PAC CORP	COM	$1.3M	0.7%Prev: 0.6%	5,511 SH	Increased+1,354 SH
UNITED PARCEL SERVICE INC	CL B	$228K	0.1%	2,257 SH	New
UNITEDHEALTH GROUP INC	COM	$221K	0.1%	707 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$280K	0.1%Prev: 0.2%	639 SH	Decreased-110 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.7M	6.2%Prev: 5.3%	20,640 SH	Increased+4,710 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.6%Prev: 0.6%	3,927 SH	Increased+381 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.7M	4.1%Prev: 3.5%	37,622 SH	Increased+8,071 SH
VANGUARD STAR FDS	VG TL INTL STK F	$215K	0.1%Prev: 0.4%	3,117 SH	Decreased-7,158 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	1.1%Prev: 1.4%	16,159 SH	Decreased-983 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$356K	0.2%Prev: 0.2%	1,435 SH	Decreased-1 SH
VERIZON COMMUNICATIONS INC	COM	$876K	0.5%Prev: 0.3%	20,254 SH	Increased+8,668 SH
VISA INC	COM CL A	$254K	0.1%Prev: 0.1%	716 SH	Increased-12 SH
WALMART INC	COM	$665K	0.4%Prev: 0.3%	6,806 SH	Increased+2,464 SH
WELLS FARGO CO NEW	COM	$1.1M	0.6%	13,998 SH	New
XYLEM INC	COM	$280K	0.1%Prev: 0.1%	2,162 SH	Increased-1 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $692K
AMERICAN CENTY ETF TR — $244K
AMERICAN ELEC PWR CO INC — $211K
CHEVRON CORPORATION — $5.7M
COSTCO WHOLESALE CORPORATION — $1.1M
DIREXION SHARES ETF TRUST — $292K
GOLDMAN SACHS GROUP INC — $203K
JPMORGAN CHASE & CO — $2.0M
LEGG MASON ETF INVT — $247K
LOCKHEED MARTIN CORP — $237K
MARATHON PETE CORP — $244K
NETFLIX INC. — $1.7M
PROCTER & GAMBLE CO — $3.3M
SELECT SECTOR SPDR TR — $342K
SELECT SECTOR SPDR TR — $240K
SPDR SERIES TRUST — $1.4M
STATE STR SPDR DOW JONES IND — $298K
STATE STR SPDR S&P 500 ETF T — $2.5M
VALERO ENERGY CORP — $248K
WELLS FARGO & CO — $1.1M

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