RIDGECREST WEALTH PARTNERS, LLC

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

Import this data to Google Sheets with:

=jivedata("ridgecrest-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $181.2M95 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$692K	0.4%	6,743 SH	New
ABBVIE INC	COM	$1.8M	1.0%Prev: 0.9%	8,338 SH	Increased+85 SH
ADOBE INC	COM	$218K	0.1%Prev: 0.2%	895 SH	Decreased-77 SH
ALPHABET INC	CAP STK CL A	$12.7M	7.0%Prev: 5.9%	44,018 SH	Increased-28,604 SH
ALPHABET INC	CAP STK CL C	$5.2M	2.9%Prev: 1.8%	18,102 SH	Increased-3,419 SH
ALTRIA GROUP INC	COM	$380K	0.2%Prev: 0.2%	5,761 SH	Increased+10 SH
AMAZON COM INC	COM	$1.5M	0.9%Prev: 0.8%	7,405 SH	Decreased-949 SH
AMERICAN CENTY ETF TR	MID CAP GRW IMP	$244K	0.1%	4,000 SH	New
AMERICAN ELEC PWR CO INC	COM	$211K	0.1%	1,613 SH	New
AMERICAN EXPRESS CO	COM	$478K	0.3%Prev: 0.3%	1,579 SH	Decreased-294 SH
AMGEN INC	COM	$1.5M	0.8%Prev: 0.8%	4,221 SH	Decreased-656 SH
APPLE INC	COM	$19.6M	10.8%Prev: 12.5%	77,408 SH	Decreased-29,643 SH
APPLIED MATLS INC	COM	$1.9M	1.1%Prev: 0.4%	5,613 SH	Increased
AT&T INC	COM	$508K	0.3%Prev: 0.3%	17,526 SH	Decreased-2,282 SH
BANK AMERICA CORP	COM	$572K	0.3%Prev: 0.3%	11,739 SH	Decreased-2,143 SH
BANK NEW YORK MELLON CORP	COM	$270K	0.1%Prev: 0.1%	2,272 SH	Increased-312 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	1.6%Prev: 1.7%	4 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$997K	0.6%Prev: 0.6%	2,081 SH	Decreased-120 SH
BROADCOM INC	COM	$6.9M	3.8%Prev: 2.5%	22,345 SH	Increased-6,057 SH
BRUNSWICK CORP	COM	$1.7M	1.0%Prev: 0.8%	23,808 SH	Increased-3,500 SH
CATERPILLAR INC	COM	$1.2M	0.6%Prev: 0.3%	1,660 SH	Increased-324 SH
CHEVRON CORPORATION	COM	$5.7M	3.1%	27,378 SH	New
CISCO SYS INC	COM	$2.1M	1.2%Prev: 0.9%	26,958 SH	Increased-204 SH
COCA COLA CO	COM	$2.2M	1.2%Prev: 1.1%	28,316 SH	Decreased-2,092 SH
COSTCO WHOLESALE CORPORATION	COM	$1.1M	0.6%	1,064 SH	New
DBX ETF TR	XTRACKERS MSCI	$307K	0.2%Prev: 0.1%	5,139 SH	Increased+750 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$254K	0.1%Prev: 0.1%	6,544 SH	Increased
DIREXION SHARES ETF TRUST	DLY TSLA BEAR 1X	$292K	0.2%	4,848 SH	New
DISNEY WALT CO	COM	$525K	0.3%Prev: 0.4%	5,450 SH	Decreased-2,488 SH
ELI LILLY & CO	COM	$791K	0.4%Prev: 0.4%	860 SH	Increased-51 SH
EXXON MOBIL CORP	COM	$1.6M	0.9%Prev: 1.0%	9,525 SH	Decreased-6,167 SH
FORD MTR CO	COM	$154K	0.1%Prev: 0.1%	13,332 SH	Decreased-12,752 SH
GILEAD SCIENCES INC	COM	$603K	0.3%Prev: 0.3%	4,325 SH	Increased-279 SH
GOLDMAN SACHS GROUP INC	COM	$203K	0.1%	240 SH	New
HOME DEPOT INC	COM	$522K	0.3%Prev: 0.3%	1,588 SH	Decreased-124 SH
HONEYWELL INTL INC	COM	$466K	0.3%Prev: 0.3%	2,062 SH	Decreased-230 SH
INTEL CORP	COM	$419K	0.2%Prev: 0.2%	9,504 SH	Increased-4,242 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.9%Prev: 1.2%	6,663 SH	Decreased-2,933 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$341K	0.2%Prev: 0.1%	1,434 SH	Increased-20 SH
INVESCO QQQ TR	UNIT SER 1	$859K	0.5%Prev: 1.0%	1,488 SH	Decreased-2,779 SH
ISHARES TR	CORE DIV GRWTH	$12.6M	6.9%Prev: 7.6%	179,200 SH	Decreased-54,348 SH
ISHARES TR	CORE HIGH DV ETF	$2.6M	1.4%Prev: 1.2%	19,277 SH	Increased+213 SH
ISHARES TR	CORE S&P TTL STK	$5.7M	3.1%Prev: 3.3%	40,062 SH	Decreased-10,882 SH
ISHARES TR	CORE S&P US VLU	$322K	0.2%Prev: 0.2%	3,150 SH	Increased
ISHARES TR	CORE S&P500 ETF	$6.8M	3.7%Prev: 3.3%	10,339 SH	Increased-744 SH
ISHARES TR	ESG MSCI KLD 400	$247K	0.1%Prev: 0.1%	2,038 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$574K	0.3%Prev: 0.3%	6,187 SH	Decreased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$222K	0.1%Prev: 0.1%	4,000 SH	Increased
JOHNSON & JOHNSON	COM	$1.4M	0.8%Prev: 1.2%	5,925 SH	Decreased-7,368 SH
JPMORGAN CHASE & CO	COM	$2.0M	1.1%	6,867 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$247K	0.1%	6,100 SH	New
LOCKHEED MARTIN CORP	COM	$237K	0.1%	392 SH	New
MARATHON PETE CORP	COM	$244K	0.1%	1,000 SH	New
MCDONALDS CORP	COM	$500K	0.3%Prev: 0.4%	1,609 SH	Decreased-726 SH
MCKESSON CORP	COM	$886K	0.5%Prev: 0.4%	1,024 SH	Increased-222 SH
MERCK & CO INC	COM	$823K	0.5%Prev: 0.5%	6,838 SH	Decreased-4,060 SH
META PLATFORMS INC	CL A	$896K	0.5%Prev: 0.5%	1,566 SH	Decreased+6 SH
MICROSOFT CORP	COM	$5.6M	3.1%Prev: 3.4%	15,117 SH	Decreased-1,970 SH
NETFLIX INC.	COM	$1.7M	1.0%	18,131 SH	New
NEXTERA ENERGY INC	COM	$310K	0.2%Prev: 0.2%	3,335 SH	Decreased-1,482 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.6%Prev: 0.5%	4,060 SH	Increased
NVIDIA CORPORATION	COM	$12.3M	6.8%Prev: 4.5%	70,598 SH	Increased-9,463 SH
ORACLE CORP	COM	$411K	0.2%Prev: 0.5%	2,792 SH	Decreased-4,021 SH
PEPSICO INC	COM	$337K	0.2%Prev: 0.3%	2,173 SH	Decreased-1,207 SH
PFIZER INC	COM	$695K	0.4%Prev: 0.4%	24,738 SH	Decreased-4,577 SH
PHILIP MORRIS INTL INC	COM	$820K	0.5%Prev: 0.4%	4,961 SH	Increased+110 SH
PROCTER & GAMBLE CO	COM	$3.3M	1.8%	22,598 SH	New
PUBLIC STORAGE OPER CO	COM	$294K	0.2%Prev: 0.2%	1,086 SH	Decreased-12 SH
QUALCOMM INC	COM	$211K	0.1%Prev: 0.2%	1,637 SH	Decreased-1,300 SH
RTX CORPORATION	COM	$337K	0.2%Prev: 0.1%	1,749 SH	Increased+74 SH
S&P GLOBAL INC	COM	$2.0M	1.1%Prev: 1.4%	4,664 SH	Decreased-476 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$847K	0.5%Prev: 0.4%	27,596 SH	Increased+3,187 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$342K	0.2%	2,570 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$240K	0.1%	5,230 SH	New
SPDR GOLD TR	GOLD SHS	$379K	0.2%Prev: 0.2%	880 SH	Increased-170 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.8%	24,559 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$298K	0.2%	644 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	1.4%	3,781 SH	New
SUNRUN INC	COM	$1.1M	0.6%Prev: 0.3%	79,000 SH	Increased-6,000 SH
TCW ETF TRUST	TRANSFRM 500 ETF	$376K	0.2%Prev: 0.2%	4,928 SH	Increased+475 SH
TESLA INC	COM	$1.5M	0.8%Prev: 0.7%	3,995 SH	Increased-1,086 SH
UNION PAC CORP	COM	$1.0M	0.6%Prev: 0.7%	4,157 SH	Decreased-1,354 SH
VALERO ENERGY CORP	COM	$248K	0.1%	1,004 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$327K	0.2%Prev: 0.1%	749 SH	Increased+141 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.5M	5.3%Prev: 4.6%	15,930 SH	Increased-1,313 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.6%Prev: 0.6%	3,546 SH	Increased-409 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	3.5%Prev: 3.3%	29,551 SH	Increased-2,793 SH
VANGUARD STAR FDS	VG TL INTL STK F	$792K	0.4%	10,275 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	1.4%Prev: 0.9%	17,142 SH	Increased+4,144 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$391K	0.2%Prev: 0.2%	1,436 SH	Increased+340 SH
VERIZON COMMUNICATIONS INC	COM	$582K	0.3%Prev: 0.5%	11,586 SH	Decreased-9,693 SH
VISA INC	COM CL A	$220K	0.1%Prev: 0.1%	728 SH	Decreased+24 SH
WALMART INC	COM	$540K	0.3%Prev: 0.3%	4,342 SH	Decreased-2,472 SH
WELLS FARGO & CO	COM	$1.1M	0.6%	13,886 SH	New
XYLEM INC	COM	$259K	0.1%Prev: 0.1%	2,163 SH	Increased+2 SH

Sold (vs prior filing)

3M CO — $267K
ABBOTT LABS — $894K
AGILON HEALTH INC — $65K
AMETEK INC — $232K
BLACKSTONE INC — $288K
BRISTOL-MYERS SQUIBB CO — $562K
CHEVRON CORP NEW — $5.6M
CLOROX CO DEL — $325K
COMCAST CORP NEW — $314K
COSTCO WHSL CORP NEW — $1.5M
EA SERIES TRUST — $401K
ELEVANCE HEALTH INC — $278K
ISHARES TR — $278K
JPMORGAN CHASE & CO. — $1.9M
KELLANOVA — $298K
KIMBERLY-CLARK CORP — $467K
MONDELEZ INTL INC — $300K
MOTOROLA SOLUTIONS INC — $229K
NERDWALLET INC — $129K
NETFLIX INC — $1.3M
… 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