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: $221.2M118 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$308K	0.1%	1,984 SH	New
ABBOTT LABS	COM	$903K	0.4%	6,743 SH	New
ABBVIE INC	COM	$1.9M	0.9%Prev: 1.0%	8,252 SH	Decreased-87 SH
ADOBE INC	COM	$316K	0.1%	895 SH	New
ALPHABET INC	CAP STK CL A	$17.3M	7.8%Prev: 10.9%	71,167 SH	Decreased+7,831 SH
ALPHABET INC	CAP STK CL C	$5.2M	2.4%Prev: 3.1%	21,387 SH	Decreased+3,432 SH
ALTRIA GROUP INC	COM	$380K	0.2%Prev: 0.2%	5,751 SH	Decreased-10 SH
AMAZON COM INC	COM	$1.9M	0.8%Prev: 0.9%	8,485 SH	Decreased+496 SH
AMERICAN EXPRESS CO	COM	$621K	0.3%Prev: 0.3%	1,870 SH	Increased+179 SH
AMETEK INC	COM	$254K	0.1%	1,350 SH	New
AMGEN INC	COM	$1.3M	0.6%Prev: 0.8%	4,627 SH	Decreased+302 SH
APPLE INC	COM	$27.0M	12.2%Prev: 10.7%	106,058 SH	Increased+29,069 SH
APPLIED MATLS INC	COM	$1.1M	0.5%Prev: 2.0%	5,609 SH	Decreased-12 SH
AT&T INC	COM	$545K	0.2%Prev: 0.2%	19,289 SH	Increased+1,880 SH
BANK AMERICA CORP	COM	$651K	0.3%	12,617 SH	New
BANK NEW YORK MELLON CORP	COM	$250K	0.1%	2,291 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	1.4%Prev: 1.4%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.5%Prev: 0.5%	2,058 SH	Increased+27 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$241K	0.1%	4,750 SH	New
BLACKSTONE INC	COM	$267K	0.1%	1,560 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$366K	0.2%	8,115 SH	New
BROADCOM INC	COM	$1.2M	0.6%Prev: 2.0%	3,694 SH	Decreased-7,545 SH
BRUNSWICK CORP	COM	$1.5M	0.7%Prev: 0.9%	23,808 SH	Decreased+700 SH
CATERPILLAR INC	COM	$945K	0.4%Prev: 0.8%	1,981 SH	Decreased+328 SH
CHEVRON CORP NEW	COM	$4.3M	1.9%	27,611 SH	New
CISCO SYS INC	COM	$1.9M	0.8%Prev: 1.5%	27,041 SH	Decreased-235 SH
CLOROX CO DEL	COM	$272K	0.1%Prev: 0.1%	2,204 SH	Increased-108 SH
COCA COLA CO	COM	$2.0M	0.9%Prev: 1.1%	29,808 SH	Decreased+1,492 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.8%	1,825 SH	New
D-WAVE QUANTUM INC	COM	$277K	0.1%	11,191 SH	New
DBX ETF TR	XTRACKERS MSCI	$315K	0.1%Prev: 0.1%	5,139 SH	Increased+839 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$252K	0.1%	6,544 SH	New
DIREXION SHS ETF TR	DLY TSLA BEAR 1X	$129K	0.1%	23,985 SH	New
DISNEY WALT CO	COM	$886K	0.4%Prev: 0.2%	7,739 SH	Increased+2,689 SH
EATON CORP PLC	SHS	$272K	0.1%Prev: 0.1%	728 SH	Increased+250 SH
ELEVANCE HEALTH INC FORMERLY	COM	$207K	0.1%Prev: 0.1%	640 SH	Decreased
ELI LILLY & CO	COM	$677K	0.3%Prev: 0.5%	887 SH	Decreased+3 SH
ETF OPPORTUNITIES TRUST	REX FANG & INNOV	$204K	0.1%	4,350 SH	New
EXXON MOBIL CORP	COM	$1.9M	0.9%Prev: 0.6%	17,241 SH	Increased+7,715 SH
FORD MTR CO	COM	$248K	0.1%Prev: 0.1%	20,723 SH	Increased+7,391 SH
GILEAD SCIENCES INC	COM	$478K	0.2%Prev: 0.3%	4,304 SH	Decreased-297 SH
HOME DEPOT INC	COM	$718K	0.3%Prev: 0.3%	1,772 SH	Increased+143 SH
HONEYWELL INTL INC	COM	$503K	0.2%Prev: 0.1%	2,389 SH	Increased+1,371 SH
INTEL CORP	COM	$369K	0.2%Prev: 0.5%	11,004 SH	Decreased+2,995 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.8M	1.3%Prev: 0.9%	9,851 SH	Increased+3,189 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$359K	0.2%Prev: 0.2%	1,454 SH	Decreased+20 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$206K	0.1%	1,088 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.6M	1.2%Prev: 0.5%	4,333 SH	Increased+3,010 SH
IONQ INC	COM	$894K	0.4%	14,529 SH	New
ISHARES TR	CORE DIV GRWTH	$16.1M	7.3%Prev: 6.6%	235,879 SH	Increased+54,177 SH
ISHARES TR	CORE HIGH DV ETF	$2.5M	1.1%Prev: 1.3%	20,278 SH	Decreased-75,079 SH
ISHARES TR	CORE S&P TTL STK	$7.2M	3.3%Prev: 3.1%	49,697 SH	Increased+10,161 SH
ISHARES TR	CORE S&P US VLU	$315K	0.1%Prev: 0.2%	3,150 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$8.1M	3.7%Prev: 3.6%	12,065 SH	Increased+2,066 SH
ISHARES TR	ESG MSCI KLD 400	$257K	0.1%	2,038 SH	New
ISHARES TR	MSCI USA MIN VOL	$589K	0.3%	6,187 SH	New
ISHARES TR	RUS 1000 VAL ETF	$301K	0.1%	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	$230K	0.1%Prev: 0.1%	4,000 SH	Decreased
JOHNSON & JOHNSON	COM	$2.4M	1.1%Prev: 0.7%	12,975 SH	Increased+7,078 SH
JPMORGAN CHASE & CO.	COM	$2.5M	1.1%	7,903 SH	New
KELLANOVA	COM	$300K	0.1%	3,657 SH	New
KIMBERLY-CLARK CORP	COM	$406K	0.2%Prev: 0.1%	3,269 SH	Increased+1,319 SH
LULULEMON ATHLETICA INC	COM	$214K	0.1%	1,200 SH	New
MCDONALDS CORP	COM	$713K	0.3%Prev: 0.2%	2,346 SH	Increased+623 SH
MCKESSON CORP	COM	$878K	0.4%Prev: 0.4%	1,136 SH	Increased+112 SH
MERCK & CO INC	COM	$866K	0.4%Prev: 0.4%	10,316 SH	Decreased+3,314 SH
META PLATFORMS INC	CL A	$1.2M	0.6%Prev: 0.5%	1,659 SH	Increased-53 SH
MICROSOFT CORP	COM	$8.8M	4.0%Prev: 2.7%	17,032 SH	Increased+1,905 SH
MONDELEZ INTL INC	CL A	$276K	0.1%	4,417 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$239K	0.1%	524 SH	New
NERDWALLET INC	COM CL A	$153K	0.1%	14,218 SH	New
NETFLIX INC	COM	$1.7M	0.8%	1,435 SH	New
NEXTERA ENERGY INC	COM	$364K	0.2%Prev: 0.2%	4,817 SH	Increased+1,091 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.6%Prev: 0.6%	4,060 SH	Decreased
NVIDIA CORPORATION	COM	$13.0M	5.9%Prev: 6.5%	69,532 SH	Decreased+2,092 SH
ORACLE CORP	COM	$1.7M	0.7%Prev: 0.2%	5,889 SH	Increased+3,100 SH
PEPSICO INC	COM	$472K	0.2%Prev: 0.1%	3,362 SH	Increased+1,070 SH
PFIZER INC	COM	$726K	0.3%Prev: 0.3%	28,502 SH	Increased+3,965 SH
PHILIP MORRIS INTL INC	COM	$803K	0.4%Prev: 0.4%	4,951 SH	Decreased-10 SH
PROCTER AND GAMBLE CO	COM	$4.8M	2.2%	31,029 SH	New
PUBLIC STORAGE OPER CO	COM	$314K	0.1%	1,086 SH	New
QUALCOMM INC	COM	$489K	0.2%Prev: 0.1%	2,937 SH	Increased+1,299 SH
ROSS STORES INC	COM	$347K	0.2%	2,275 SH	New
RTX CORPORATION	COM	$279K	0.1%Prev: 0.2%	1,668 SH	Decreased-1 SH
S&P GLOBAL INC	COM	$2.3M	1.0%	4,664 SH	New
SCHWAB CHARLES CORP	COM	$552K	0.2%	5,783 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$666K	0.3%Prev: 0.4%	24,391 SH	Decreased-1,375 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$228K	0.1%	2,619 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$362K	0.2%	1,285 SH	New
SOUTHERN CO	COM	$205K	0.1%	2,165 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$345K	0.2%	744 SH	New
SPDR GOLD TR	GOLD SHS	$373K	0.2%Prev: 0.2%	1,050 SH	Increased+170 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	2.0%	6,634 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$938K	0.4%	21,325 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$381K	0.2%	2,724 SH	New
STARBUCKS CORP	COM	$1.3M	0.6%Prev: 0.1%	14,892 SH	Increased+12,759 SH
SUNRUN INC	COM	$1.5M	0.7%Prev: 0.5%	85,000 SH	Increased+6,000 SH
SYNOPSYS INC	COM	$244K	0.1%	495 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$395K	0.2%Prev: 0.2%	5,028 SH	Increased+918 SH
TESLA INC	COM	$2.0M	0.9%Prev: 0.7%	4,406 SH	Increased+780 SH
TOAST INC	CL A	$914K	0.4%	25,030 SH	New
TRAVELERS COMPANIES INC	COM	$237K	0.1%	849 SH	New
UNION PAC CORP	COM	$1.3M	0.6%Prev: 0.5%	5,511 SH	Increased+1,354 SH
UNITED PARCEL SERVICE INC	CL B	$230K	0.1%	2,757 SH	New
UNITEDHEALTH GROUP INC	COM	$244K	0.1%Prev: 0.1%	707 SH	Increased+150 SH
VANGUARD INDEX FDS	GROWTH ETF	$344K	0.2%Prev: 0.2%	717 SH	Decreased-3,777 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.3M	5.6%Prev: 5.4%	20,047 SH	Increased+3,812 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.6%Prev: 0.6%	3,908 SH	Increased+581 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.2M	3.7%Prev: 3.3%	38,068 SH	Increased+8,739 SH
VANGUARD STAR FDS	VG TL INTL STK F	$229K	0.1%Prev: 0.4%	3,117 SH	Decreased-7,161 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	1.0%Prev: 1.3%	16,449 SH	Decreased-693 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$373K	0.2%Prev: 0.3%	1,435 SH	Decreased-425 SH
VERIZON COMMUNICATIONS INC	COM	$869K	0.4%Prev: 0.2%	19,781 SH	Increased+7,595 SH
VISA INC	COM CL A	$243K	0.1%Prev: 0.1%	712 SH	Decreased-16 SH
WALMART INC	COM	$701K	0.3%Prev: 0.3%	6,806 SH	Increased+2,106 SH
WELLS FARGO CO NEW	COM	$1.2M	0.5%	13,998 SH	New
XYLEM INC	COM	$319K	0.1%Prev: 0.1%	2,162 SH	Increased-2 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $528K
AMERICAN CENTY ETF TR — $275K
AMERICAN ELEC PWR CO INC — $245K
AMPHENOL CORP — $270K
BANK OF AMER CORP — $691K
BANK OF NY MELLON CORP — $381K
CHEVRON CORPORATION — $4.5M
COSTCO WHOLESALE CORPORATION — $1.0M
CSX CORP — $215K
DIMENSIONAL ETF TRUST — $290K
DIREXION SHARES ETF TRUST — $41K
DIREXION SHARES ETF TRUST — $273K
FIDELITY COVINGTON TRUST — $259K
GE AEROSPACE — $253K
GENERAL DYNAMICS CORP — $208K
GOLDMAN SACHS GROUP INC — $243K
HONEYWELL AEROSPACE INC — $228K
ISHARES TR — $210K
ISHARES TR — $290K
ISHARES TR — $597K
… and 18 more

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