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RIDGECREST WEALTH PARTNERS, LLC — 13F Holdings & Portfolio

CIK 1860719 · latest 13F-HR filed 2026-10-19

Backtest portfolio

RIDGECREST WEALTH PARTNERS, LLC manages $216.1M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (11.78%), GOOGL (10.20%), NVDA (7.80%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 9 new positions and exited 7; 30 existing positions rose in reported value and 28 fell.

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
$216.1M

Long-equity book

Holdings
113

Distinct positions

Period
2026-09-30

Filed 2026-10-19

Q/Q Activity
+9 / −7 / ↑30 / ↓28

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL11.8% · -1%GOOGL10.2% · +1%NVDA7.8% · +10%DGRO6.5% · +2%VOO6.5% · +23%IVV3.6% · +3%MSFT3.6% · +1%VIG3.2% · +0%GOOG3.0% · +7%ITOT3.0% · -2%CVX2.6% · -1%PG1.5% · +1%BRK.A1.4% · 0%CSCO1.4% · -0%AMAT1.3% · -0%VYM1.3% · +8%HDV1.2% · +1%SPY1.2% · 0%KO1.1% · 0%ABBV1.0% · -0%JPM0.9% · -0%AMZN0.9% · -1%AMGN0.9% · +1%SPGI0.8% · newJNJ0.7% · +2%XOM0.7% · 0%BC0.7% · -0%IBM0.7% · 0%CAT0.6% · -0%TSLA0.6% · -0%NFLX0.6% · -4%NSC0.6% · 0%VTI0.6% · 0%META0.6% · -2%AVGO0.5% · -71%UNP0.5% · -1%LLY0.5% · +7%BRK.B0.5% · +3%VXUS0.5% · +18%MRK0.5% · -0%COST0.5% · -1%SPYD0.5% · 0%QQQ0.5% · 0%MCK0.4% · +9%INTC0.4% · -2%PM0.4% · 0%WFC0.4% · -12%SCHD0.4% · 0%PFE0.3% · +1%GILD0.3% · 0%BAC0.3% · -0%RUN0.3% · 0%USMV0.3% · 0%VHT0.3% · +0%SCHW0.3% · newABT0.3% · 0%DIS0.3% · +5%VZ0.2% · -8%XLK0.2% · 0%WMT0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 59.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 17, 2026.

Assets Under Management
$705.1M
Discretionary
$522.3M
Employees
3
Accounts
744
Address
851 IRWIN ST
#225C
SAN RAFAEL, CA 94901
Phone
(415) 227-2881
Website
Mailing Address
35 MILLER AVE #206, MILL VALLEY, CA, 94941
Name Title / Status Ownership Type
COBLE, CHRISTOPHER, J ControlPARTNER
since Feb 2021
25–50%Individual
ELDRIDGE, MICHELLE, LEA ControlCHIEF COMPLIANCE OFFICER
since Sep 2023
Less than 5%Individual
ROMJUE, STEVEN, KENT ControlFOUNDER/MANAGING DIRECTOR
since Nov 2020
50–75%Individual
Ownership & leadership changes · 3 filings with changes since Nov 29, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 12, 2023 filing
  • No longer listedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2020
  • AddedELDRIDGE, MICHELLE, LEA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 4, 2021 filing
  • No longer listedISABELLE, DAISY, SONIA · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Nov 2020
  • AddedCOBLE, CHRISTOPHER, J · PARTNER · 25–50% · control person
  • ChangedROMJUE, STEVEN, KENT · title CHIEF EXECUTIVE OFFICER → FOUNDER/MANAGING DIRECTOR; ownership 75% or more → 50–75%
Jan 13, 2021 filing
  • AddedISABELLE, DAISY, SONIA · CHIEF OPERATING OFFICER · Less than 5% · control person
Nov 29, 2020 filing (earliest on record)
  • ListedROMJUE, STEVEN, KENT · CHIEF EXECUTIVE OFFICER · 75% or more · control person
  • ListedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 30 →

Top Trims

Show all 28 →

New Positions

Show all 9 →

Exited Positions

Show all 7 →

RIDGECREST WEALTH PARTNERS, LLC Holdings (2026-09-30)

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 $25.5M 11.78% 76,454 SH
2 ALPHABET INC GOOGL 02079K305 $22.1M 10.20% 64,093 SH
3 NVIDIA CORPORATION NVDA 67066G104 $16.9M 7.80% 73,819 SH
4 ISHARES TR DGRO 46434V621 $14.0M 6.47% 185,594 SH
5 VANGUARD INDEX FDS VOO 922908363 $14.0M 6.47% 19,942 SH
6 ISHARES TR IVV 464287200 $7.9M 3.64% 10,264 SH
7 MICROSOFT CORP MSFT 594918104 $7.8M 3.61% 15,230 SH
8 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.9M 3.18% 29,443 SH
9 ALPHABET INC GOOG 02079K107 $6.5M 3.03% 19,219 SH
10 ISHARES TR ITOT 464287150 $6.4M 2.97% 38,619 SH
11 CHEVRON CORPORATION CVX 166764100 $5.5M 2.56% 27,111 SH
12 PROCTER & GAMBLE CO PG 742718109 $3.3M 1.52% 22,626 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 1.38% 4 SH
14 CISCO SYS INC CSCO 17275R102 $2.9M 1.36% 27,271 SH
15 APPLIED MATLS INC AMAT 038222105 $2.9M 1.33% 5,618 SH
16 VANGUARD WHITEHALL FDS VYM 921946406 $2.9M 1.33% 18,474 SH
17 ISHARES TR HDV 46429B663 $2.7M 1.25% 96,328 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.7M 1.24% 3,515 SH
19 COCA COLA CO KO 191216100 $2.4M 1.13% 28,316 SH
20 ABBVIE INC ABBV 00287Y109 $2.2M 1.01% 8,337 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 0.92% 5,987 SH
22 AMAZON COM INC AMZN 023135106 $2.0M 0.91% 7,906 SH
23 AMGEN INC AMGN 031162100 $1.8M 0.86% 4,386 SH
24 S&P GLOBAL INC SPGI 78409V104 $1.6M 0.75% 4,132 SH
25 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.74% 6,013 SH
26 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $1.6M 0.72% 9,527 SH
27 BRUNSWICK CORP BC 117043109 $1.5M 0.68% 23,008 SH
28 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.5M 0.68% 6,662 SH
29 CATERPILLAR INC CAT 149123101 $1.3M 0.62% 1,652 SH
30 TESLA INC TSLA 88160R101 $1.3M 0.59% 3,616 SH
31 NETFLIX INC. NFLX 64110L106 $1.3M 0.59% 18,404 SH
32 NORFOLK SOUTHN CORP NSC 655844108 $1.3M 0.58% 4,060 SH
33 VANGUARD INDEX FDS VTI 922908769 $1.2M 0.58% 3,327 SH
34 META PLATFORMS INC META 30303M102 $1.2M 0.56% 1,672 SH
35 BROADCOM INC AVGO 11135F101 $1.2M 0.53% 3,277 SH
36 UNION PAC CORP UNP 907818108 $1.1M 0.52% 4,132 SH
37 ELI LILLY & CO LLY 532457108 $1.1M 0.50% 943 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.0M 0.48% 2,098 SH
39 VANGUARD STAR FDS VXUS 921909768 $1.0M 0.48% 12,167 SH
40 MERCK & CO INC MRK 58933Y105 $1.0M 0.47% 6,997 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.0M 0.47% 1,108 SH
42 SPDR SERIES TRUST SPYD 78468R788 $999.7K 0.46% 22,035 SH
43 INVESCO QQQ TR QQQ 46090E103 $978.6K 0.45% 1,323 SH
44 MCKESSON CORP MCK 58155Q103 $952.0K 0.44% 1,115 SH
45 INTEL CORP INTC 458140100 $946.9K 0.44% 7,876 SH
46 PHILIP MORRIS INTL INC PM 718172109 $946.7K 0.44% 4,961 SH
47 WELLS FARGO & CO WFC 949746101 $904.6K 0.42% 11,300 SH
48 SCHWAB STRATEGIC TR SCHD 808524797 $838.2K 0.39% 25,767 SH
49 PFIZER INC PFE 717081103 $705.5K 0.33% 24,738 SH
50 GILEAD SCIENCES INC GILD 375558103 $685.8K 0.32% 4,601 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-19 $216.1M 113 0001860719-26-000006
2026-06-30 2026-08-05 $207.3M 111 0001860719-26-000004
2026-03-31 2026-04-22 $181.2M 96 0001860719-26-000002
2025-12-31 2026-01-22 $184.4M 103 0001860719-26-000001
Filer Information
Address
516 SUMMIT AVENUE
MILL VALLEY, CA 94941
Phone
(415) 227-2881
Filing Manager
RIDGECREST WEALTH PARTNERS, LLC
MILL VALLEY, CA
Signatory
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER