RIDGECREST WEALTH PARTNERS, LLC — 13F Holdings & Portfolio
CIK 1860719 · latest 13F-HR filed 2026-04-22
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$181.2M
Long-equity book
Holdings
96
Distinct positions
Period
2026-03-31
Filed 2026-04-22
Q/Q Activity
+7 / −14 / ↑33 / ↓36
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$1.6M +38.2%
- VANGUARD INDEX FDS$1.2M +14.6%
- NETFLIX INC.$1.2M +195.7%
- APPLIED MATLS INC$733.0K +61.8%
- ISHARES TR$608.0K +5.1%
Top Trims
- MICROSOFT CORP-$1.7M -23.0%
- APPLE INC-$1.4M -6.8%
- ALPHABET INC-$1.3M -9.4%
- NVIDIA CORPORATION-$824.2K -6.3%
- ALPHABET INC-$816.2K -13.6%
New Positions
- DIREXION SHARES ETF TRUST$292.3K
- VALERO ENERGY CORP$248.1K
- LEGG MASON ETF INVT$247.3K
- AMERICAN CENTY ETF TR$244.4K
- MARATHON PETE CORP$244.2K
Exited Positions
- D-WAVE QUANTUM INC$418.5K
- IONQ INC$362.7K
- BLACKSTONE INC$253.7K
- UNITEDHEALTH GROUP INC$232.3K
- ELEVANCE HEALTH INC FORMERLY$224.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $19.6M | 10.84% | 77,408 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $12.7M | 6.99% | 44,018 | SH |
| 3 | ISHARES TR | DGRO | 46434V621 | $12.6M | 6.94% | 179,200 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.3M | 6.80% | 70,598 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $9.5M | 5.25% | 15,930 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $6.9M | 3.82% | 22,345 | SH |
| 7 | ISHARES TR | IVV | 464287200 | $6.8M | 3.73% | 10,339 | SH |
| 8 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $6.4M | 3.51% | 29,551 | SH |
| 9 | ISHARES TR | ITOT | 464287150 | $5.7M | 3.15% | 40,062 | SH |
| 10 | CHEVRON CORPORATION | CVX | 166764100 | $5.7M | 3.13% | 27,378 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 3.09% | 15,117 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $5.2M | 2.87% | 18,102 | SH |
| 13 | PROCTER & GAMBLE CO | PG | 742718109 | $3.3M | 1.80% | 22,598 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.9M | 1.59% | 4 | SH |
| 15 | ISHARES TR | HDV | 46429B663 | $2.6M | 1.44% | 19,277 | SH |
| 16 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.5M | 1.40% | 17,142 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.5M | 1.36% | 3,781 | SH |
| 18 | COCA COLA CO | KO | 191216100 | $2.2M | 1.19% | 28,316 | SH |
| 19 | CISCO SYS INC | CSCO | 17275R102 | $2.1M | 1.15% | 26,958 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.0M | 1.11% | 6,867 | SH |
| 21 | S&P GLOBAL INC | SPGI | 78409V104 | $2.0M | 1.09% | 4,664 | SH |
| 22 | APPLIED MATLS INC | AMAT | 038222105 | $1.9M | 1.06% | 5,613 | SH |
| 23 | ABBVIE INC | ABBV | 00287Y109 | $1.8M | 1.00% | 8,338 | SH |
| 24 | NETFLIX INC. | NFLX | 64110L106 | $1.7M | 0.96% | 18,131 | SH |
| 25 | BRUNSWICK CORP | BC | 117043109 | $1.7M | 0.96% | 23,808 | SH |
| 26 | EXXON MOBIL CORP | XOM | 30231G102 | $1.6M | 0.89% | 9,525 | SH |
| 27 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.6M | 0.89% | 6,663 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.85% | 7,405 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $1.5M | 0.82% | 3,995 | SH |
| 30 | AMGEN INC | AMGN | 031162100 | $1.5M | 0.82% | 4,221 | SH |
| 31 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.4M | 0.80% | 5,925 | SH |
| 32 | CATERPILLAR INC | CAT | 149123101 | $1.2M | 0.65% | 1,660 | SH |
| 33 | NORFOLK SOUTHN CORP | NSC | 655844108 | $1.2M | 0.64% | 4,060 | SH |
| 34 | VANGUARD INDEX FDS | VTI | 922908769 | $1.1M | 0.63% | 3,546 | SH |
| 35 | WELLS FARGO & CO | WFC | 949746101 | $1.1M | 0.61% | 13,886 | SH |
| 36 | SUNRUN INC | RUN | 86771W105 | $1.1M | 0.59% | 79,000 | SH |
| 37 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.1M | 0.59% | 1,064 | SH |
| 38 | UNION PAC CORP | UNP | 907818108 | $1.0M | 0.56% | 4,157 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $997.2K | 0.55% | 2,081 | SH |
| 40 | SPDR SERIES TRUST | SPYD | 78468R788 | $993.9K | 0.55% | 21,835 | SH |
| 41 | META PLATFORMS INC | META | 30303M102 | $896.1K | 0.49% | 1,566 | SH |
| 42 | MCKESSON CORP | MCK | 58155Q103 | $886.1K | 0.49% | 1,024 | SH |
| 43 | INVESCO QQQ TR | QQQ | 46090E103 | $859.0K | 0.47% | 1,488 | SH |
| 44 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $846.6K | 0.47% | 27,596 | SH |
| 45 | MERCK & CO INC | MRK | 58933Y105 | $822.5K | 0.45% | 6,838 | SH |
| 46 | PHILIP MORRIS INTL INC | PM | 718172109 | $820.3K | 0.45% | 4,961 | SH |
| 47 | VANGUARD STAR FDS | VXUS | 921909768 | $792.3K | 0.44% | 10,275 | SH |
| 48 | ELI LILLY & CO | LLY | 532457108 | $791.0K | 0.44% | 860 | SH |
| 49 | PFIZER INC | PFE | 717081103 | $694.6K | 0.38% | 24,738 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $692.3K | 0.38% | 6,743 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $181.2M | 96 | 0001860719-26-000002 |
| 2025-12-31 | 2026-01-22 | $184.4M | 103 | 0001860719-26-000001 |