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: $207.3M111 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$528K	0.3%	5,822 SH	New
ABBVIE INC	COM	$2.1M	1.0%Prev: 0.8%	8,339 SH	Increased+89 SH
ALPHABET INC	CAP STK CL A	$22.6M	10.9%Prev: 6.7%	63,336 SH	Increased-9,166 SH
ALPHABET INC	CAP STK CL C	$6.3M	3.1%Prev: 2.0%	17,955 SH	Increased-3,569 SH
ALTRIA GROUP INC	COM	$415K	0.2%Prev: 0.2%	5,761 SH	Increased+10 SH
AMAZON COM INC	COM	$1.9M	0.9%Prev: 1.0%	7,989 SH	Increased-410 SH
AMERICAN CENTY ETF TR	MID CAP GRW IMP	$275K	0.1%	4,000 SH	New
AMERICAN ELEC PWR CO INC	COM	$245K	0.1%	1,790 SH	New
AMERICAN EXPRESS CO	COM	$572K	0.3%Prev: 0.3%	1,691 SH	Decreased-179 SH
AMGEN INC	COM	$1.6M	0.8%Prev: 0.7%	4,325 SH	Increased-552 SH
AMPHENOL CORP	CL A	$270K	0.1%	1,531 SH	New
APPLE INC	COM	$22.3M	10.7%Prev: 11.5%	76,989 SH	Increased-29,231 SH
APPLIED MATLS INC	COM	$4.1M	2.0%Prev: 0.5%	5,621 SH	Increased+12 SH
AT&T INC	COM	$360K	0.2%Prev: 0.3%	17,409 SH	Decreased-2,179 SH
BANK OF AMER CORP	COM	$691K	0.3%	12,120 SH	New
BANK OF NY MELLON CORP	COM	$381K	0.2%	2,633 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	1.4%Prev: 1.5%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.5%Prev: 0.5%	2,031 SH	Decreased-79 SH
BROADCOM INC	COM	$4.2M	2.0%Prev: 0.6%	11,239 SH	Increased+7,446 SH
BRUNSWICK CORP	COM	$1.9M	0.9%Prev: 0.7%	23,108 SH	Increased-700 SH
CATERPILLAR INC	COM	$1.8M	0.8%Prev: 0.4%	1,653 SH	Increased-328 SH
CHEVRON CORPORATION	COM	$4.5M	2.2%	27,261 SH	New
CISCO SYS INC	COM	$3.2M	1.5%Prev: 1.0%	27,276 SH	Increased+295 SH
CLOROX CO DEL	COM	$221K	0.1%Prev: 0.1%	2,312 SH	Decreased+108 SH
COCA COLA CO	COM	$2.3M	1.1%Prev: 1.1%	28,316 SH	Increased-1,492 SH
COSTCO WHOLESALE CORPORATION	COM	$1.0M	0.5%	1,115 SH	New
CSX CORP	COM	$215K	0.1%	4,531 SH	New
DBX ETF TR	XTRACKERS MSCI	$299K	0.1%Prev: 0.2%	4,300 SH	Increased-839 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$290K	0.1%	6,544 SH	New
DIREXION SHARES ETF TRUST	DLY AMD BEAR 1X	$41K	0.0%	15,500 SH	New
DIREXION SHARES ETF TRUST	DLY TSLA BEAR 1X	$273K	0.1%	5,328 SH	New
DISNEY WALT CO	COM	$486K	0.2%Prev: 0.5%	5,050 SH	Decreased-2,688 SH
EATON CORP PLC	SHS	$204K	0.1%Prev: 0.1%	478 SH	Decreased-250 SH
ELEVANCE HEALTH INC FORMERLY	COM	$248K	0.1%	640 SH	New
ELI LILLY & CO	COM	$1.1M	0.5%Prev: 0.4%	884 SH	Increased
EXXON MOBIL CORP	COM	$1.3M	0.6%Prev: 1.0%	9,526 SH	Decreased-7,543 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$259K	0.1%	906 SH	New
FORD MTR CO	COM	$185K	0.1%Prev: 0.1%	13,332 SH	Decreased-12,173 SH
GE AEROSPACE	COM NEW	$253K	0.1%	676 SH	New
GENERAL DYNAMICS CORP	COM	$208K	0.1%	587 SH	New
GILEAD SCIENCES INC	COM	$581K	0.3%Prev: 0.3%	4,601 SH	Increased+297 SH
GOLDMAN SACHS GROUP INC	COM	$243K	0.1%	240 SH	New
HOME DEPOT INC	COM	$575K	0.3%Prev: 0.3%	1,629 SH	Decreased-93 SH
HONEYWELL AEROSPACE INC	COM	$228K	0.1%	1,030 SH	New
HONEYWELL INTL INC	COM	$228K	0.1%Prev: 0.3%	1,018 SH	Decreased-1,271 SH
INTEL CORP	COM	$1.1M	0.5%Prev: 0.1%	8,009 SH	Increased-2,971 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.9%Prev: 1.5%	6,662 SH	Decreased-3,134 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$434K	0.2%Prev: 0.2%	1,434 SH	Increased-20 SH
INVESCO QQQ TR	UNIT SER 1	$974K	0.5%Prev: 1.3%	1,323 SH	Decreased-3,010 SH
ISHARES TR	CORE DIV GRWTH	$13.8M	6.6%Prev: 8.0%	181,702 SH	Decreased-55,435 SH
ISHARES TR	CORE HIGH DV ETF	$2.6M	1.3%Prev: 1.2%	95,357 SH	Increased+75,318 SH
ISHARES TR	CORE MSCI INTL	$210K	0.1%	2,356 SH	New
ISHARES TR	CORE S&P TTL STK	$6.5M	3.1%Prev: 3.6%	39,536 SH	Decreased-10,868 SH
ISHARES TR	CORE S&P US VLU	$347K	0.2%Prev: 0.2%	3,150 SH	Increased
ISHARES TR	CORE S&P500 ETF	$7.5M	3.6%Prev: 4.0%	9,999 SH	Decreased-2,067 SH
ISHARES TR	ESG MSCI KLD ETF	$290K	0.1%	2,038 SH	New
ISHARES TR	MSCI USA MIN ETF	$597K	0.3%	6,187 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$246K	0.1%Prev: 0.1%	4,000 SH	Increased
JOHNSON & JOHNSON	COM	$1.5M	0.7%Prev: 1.0%	5,897 SH	Decreased-6,992 SH
JPMORGAN CHASE & CO	COM	$2.0M	1.0%	6,016 SH	New
KIMBERLY-CLARK CORP	COM	$214K	0.1%Prev: 0.2%	1,950 SH	Decreased-1,319 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$248K	0.1%	6,100 SH	New
MARATHON PETE CORP	COM	$256K	0.1%	1,000 SH	New
MCDONALDS CORP	COM	$466K	0.2%Prev: 0.4%	1,723 SH	Decreased-626 SH
MCKESSON CORP	COM	$774K	0.4%Prev: 0.4%	1,024 SH	Decreased-112 SH
MERCK & CO INC	COM	$900K	0.4%Prev: 0.4%	7,002 SH	Increased-3,313 SH
META PLATFORMS INC	CL A	$964K	0.5%Prev: 0.6%	1,712 SH	Decreased+50 SH
MICRON TECHNOLOGY INC	COM	$321K	0.2%	278 SH	New
MICROSOFT CORP	COM	$5.6M	2.7%Prev: 4.5%	15,127 SH	Decreased-1,891 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$213K	0.1%	3,750 SH	New
NETFLIX INC.	COM	$1.4M	0.7%	19,229 SH	New
NEXTERA ENERGY INC	COM	$327K	0.2%Prev: 0.2%	3,726 SH	Decreased-1,091 SH
NORFOLK SOUTHN CORP	COM	$1.3M	0.6%Prev: 0.5%	4,060 SH	Increased
NVIDIA CORPORATION	COM	$13.5M	6.5%Prev: 1.8%	67,440 SH	Increased+45,893 SH
ORACLE CORP	COM	$409K	0.2%Prev: 0.8%	2,789 SH	Decreased-3,825 SH
PEPSICO INC	COM	$310K	0.1%Prev: 0.2%	2,292 SH	Decreased-1,086 SH
PFIZER INC	COM	$591K	0.3%Prev: 0.4%	24,537 SH	Decreased-3,485 SH
PHILIP MORRIS INTL INC	COM	$897K	0.4%Prev: 0.5%	4,961 SH	Increased+110 SH
PROCTER & GAMBLE CO	COM	$3.3M	1.6%	22,493 SH	New
PUBLIC STORAGE	COM	$218K	0.1%	686 SH	New
QUALCOMM INC	COM	$303K	0.1%Prev: 0.2%	1,638 SH	Decreased-1,299 SH
RTX CORPORATION	COM	$317K	0.2%Prev: 0.1%	1,669 SH	Increased-29 SH
S&P GLOBAL INC	COM SHS	$1.7M	0.8%	4,232 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$817K	0.4%Prev: 0.3%	25,766 SH	Increased+2,128 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$490K	0.2%	2,570 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$237K	0.1%	5,230 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$202K	0.1%	1,185 SH	New
SPDR GOLD TR	GOLD SHS	$324K	0.2%Prev: 0.2%	880 SH	Increased-170 SH
SPDR SERIES TRUST	ST STR SP DIV	$415K	0.2%	2,724 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.1M	0.5%	22,035 SH	New
STARBUCKS CORP	COM	$218K	0.1%Prev: 0.8%	2,133 SH	Decreased-15,352 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$337K	0.2%	644 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	1.3%	3,515 SH	New
SUNRUN INC	COM	$1.1M	0.5%Prev: 0.4%	79,000 SH	Increased-6,000 SH
TCW ETF TRUST	TRANSFRM 500 ETF	$362K	0.2%Prev: 0.2%	4,110 SH	Decreased-918 SH
TESLA INC	COM	$1.5M	0.7%Prev: 0.8%	3,626 SH	Decreased-1,255 SH
UNION PAC CORP	COM	$1.1M	0.5%Prev: 0.7%	4,157 SH	Decreased-1,354 SH
UNITEDHEALTH GROUP INC	COM	$232K	0.1%Prev: 0.1%	557 SH	Increased-150 SH
VALERO ENERGY CORP	COM	$275K	0.1%	1,054 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$387K	0.2%Prev: 0.1%	4,494 SH	Increased+3,855 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	5.4%Prev: 6.2%	16,235 SH	Decreased-4,405 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.6%Prev: 0.6%	3,327 SH	Increased-600 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.9M	3.3%Prev: 4.1%	29,329 SH	Decreased-8,293 SH
VANGUARD STAR FDS	VG TL INTL STK F	$879K	0.4%Prev: 0.1%	10,278 SH	Increased+7,161 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.7M	1.3%Prev: 1.1%	17,142 SH	Increased+983 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$556K	0.3%Prev: 0.2%	1,860 SH	Increased+425 SH
VERIZON COMMUNICATIONS INC	COM	$516K	0.2%Prev: 0.5%	12,186 SH	Decreased-8,068 SH
VISA INC	COM CL A	$250K	0.1%Prev: 0.1%	728 SH	Decreased+12 SH
WALMART INC	COM	$532K	0.3%Prev: 0.4%	4,700 SH	Decreased-2,106 SH
WELLS FARGO & CO	COM	$1.1M	0.5%	12,850 SH	New
XYLEM INC	COM	$256K	0.1%Prev: 0.1%	2,164 SH	Decreased+2 SH

Sold (vs prior filing)

3M CO — $294K
ABBOTT LABS — $917K
ADOBE INC — $347K
AGILON HEALTH INC — $44K
AMETEK INC — $244K
BANK AMERICA CORP — $597K
BANK NEW YORK MELLON CORP — $235K
BLACKSTONE INC — $233K
BRISTOL-MYERS SQUIBB CO — $376K
CHEVRON CORP NEW — $4.2M
COSTCO WHSL CORP NEW — $1.4M
DIMENSIONAL ETF TRUST — $235K
DIREXION SHS ETF TR — $123K
ELEVANCE HEALTH INC — $249K
ISHARES TR — $237K
ISHARES TR — $581K
ISHARES TR — $287K
J P MORGAN EXCHANGE TRADED F — $208K
JPMORGAN CHASE & CO. — $2.3M
KELLANOVA — $287K
… and 19 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