RIDGECREST WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$181.2M
Holdings
96
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RIDGECREST WEALTH PARTNERS, LLC disclosed 96 positions worth $181.2M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 10.8% of the equity portfolio, followed by $GOOG. During the quarter the fund opened 7 new positions and exited 12 and a full exit from $QBTS. The portfolio is most concentrated in Technology (38.4% of disclosed assets). All figures are sourced directly from RIDGECREST WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1860719.
AI Fund Analysis
Diversifying
$AAPL
$GOOG
$NVDA$NVDA
$AVGO
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$19.6M77,408 sh - 80.2#45
Quality
$12.7M44,018 sh ISHARES TR
—Quality
$12.6M179,200 sh- 90.2
Quality
$12.3M70,598 sh VANGUARD INDEX FDS
—Quality
$9.5M15,930 sh- 86.4
Quality
$6.9M22,345 sh ISHARES TR
—Quality
$6.8M10,339 shVANGUARD SPECIALIZED FUNDS
—Quality
$6.4M29,551 shISHARES TR
—Quality
$5.7M40,062 sh- 54.7
Quality
$5.7M27,378 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $19.6M | 77,408 |
| Alphabet Inc.$GOOG | 80.2#45 | $12.7M | 44,018 |
| ISHARES TR | — | $12.6M | 179,200 |
| NVIDIA CORP$NVDA | 90.2 | $12.3M | 70,598 |
| VANGUARD INDEX FDS | — | $9.5M | 15,930 |
| Broadcom Inc.$AVGO | 86.4 | $6.9M | 22,345 |
| ISHARES TR | — | $6.8M | 10,339 |
| VANGUARD SPECIALIZED FUNDS | — | $6.4M | 29,551 |
| ISHARES TR | — | $5.7M | 40,062 |
 CHEVRON CORP$CVX | 54.7 | $5.7M | 27,378 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RIDGECREST WEALTH PARTNERS, LLC's 96 positions.
Showing top 10 of 96 holdings.
Sector Allocation
Technology
$69.6M
Other
$58.2M
Financials
$11.4M
Industrials
$9.6M
Healthcare
$8.4M
Consumer Staples
$7.8M
Energy
$7.8M
Consumer Discretionary
$4.2M
Full Holdings — RIDGECREST WEALTH PARTNERS, LLC (Q1 2026)
All 96 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $19.6M | 10.8% | -0% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $12.7M | 7.0% | -1% | 80.2 |
| 3 | — | ISHARES TR | $12.6M | 6.9% | +4% | — |
| 4 | $NVDA | NVIDIA CORP | $12.3M | 6.8% | +0% | 90.2 |
| 5 | — | VANGUARD INDEX FDS | $9.5M | 5.3% | +20% | — |
| 6 | $AVGO | Broadcom Inc. | $6.9M | 3.8% | +0% | 86.4 |
| 7 | — | ISHARES TR | $6.8M | 3.7% | +0% | — |
| 8 | — | VANGUARD SPECIALIZED FUNDS | $6.4M | 3.5% | +1% | — |
| 9 | — | ISHARES TR | $5.7M | 3.1% | -2% | — |
| 10 | $CVX | CHEVRON CORP | $5.7M | 3.1% | +2% | 54.7 |
| 11 |  $MSFT | MICROSOFT CORP | $5.6M | 3.1% | +1% | 83.7 |
| 12 |  $GOOGL | Alphabet Inc. | $5.2M | 2.9% | -5% | 80.2 |
| 13 |  $PG | PROCTER & GAMBLE Co | $3.3M | 1.8% | +2% | 72.9 |
| 14 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.9M | 1.6% | +0% | 64.5 |
| 15 | — | ISHARES TR | $2.6M | 1.4% | +14% | — |
| 16 | — | VANGUARD WHITEHALL FDS | $2.5M | 1.4% | +8% | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 1.4% | +12% | — |
| 18 |  $KO | COCA COLA CO | $2.2M | 1.2% | +0% | 74 |
| 19 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 1.1% | +1% | 72.3 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.1% | +0% | 35.6 |
| 21 |  $SPGI | S&P Global Inc. | $2.0M | 1.1% | +0% | 79.4 |
| 22 |  $AMAT | APPLIED MATERIALS INC /DE | $1.9M | 1.1% | +22% | 74.8 |
| 23 |  $ABBV | AbbVie Inc. | $1.8M | 1.0% | +0% | 59.3 |
| 24 | $NFLX | NETFLIX INC | $1.7M | 1.0% | +188% | 86.7 |
| 25 |  $BC | BRUNSWICK CORP | $1.7M | 1.0% | +0% | 39.4 |
| 26 |  $XOM | EXXON MOBIL CORP | $1.6M | 0.9% | -4% | 61.8 |
| 27 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.9% | +3% | 66.7 |
| 28 |  $AMZN | AMAZON COM INC | $1.5M | 0.8% | +4% | 74.6 |
| 29 |  $TSLA | Tesla, Inc. | $1.5M | 0.8% | +0% | 50.1 |
| 30 |  $AMGN | AMGEN INC | $1.5M | 0.8% | -1% | 79.5 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.8% | +1% | 72.8 |
| 32 |  $CAT | CATERPILLAR INC | $1.2M | 0.7% | -1% | 67.8 |
| 33 |  $NSC | NORFOLK SOUTHERN CORP | $1.2M | 0.6% | +0% | 70.8 |
| 34 | — | VANGUARD INDEX FDS | $1.1M | 0.6% | +0% | — |
| 35 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.6% | +0% | — |
| 36 |  $RUN | Sunrun Inc. | $1.1M | 0.6% | +0% | 54.6 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.6% | -6% | 67 |
| 38 |  $UNP | UNION PACIFIC CORP | $1.0M | 0.6% | +1% | 74 |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $997,215 | 0.6% | +30% | 64.5 |
| 40 | — | SPDR SERIES TRUST | $993,929 | 0.6% | +10% | — |
| 41 |  $META | Meta Platforms, Inc. | $896,127 | 0.5% | -0% | 80.9 |
| 42 |  $MCK | MCKESSON CORP | $886,129 | 0.5% | +59% | 63.7 |
| 43 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $858,958 | 0.5% | -6% | — |
| 44 | — | SCHWAB STRATEGIC TR | $846,648 | 0.5% | -0% | — |
| 45 |  $MRK | Merck & Co., Inc. | $822,543 | 0.5% | +0% | 70.9 |
| 46 |  $PM | Philip Morris International Inc. | $820,252 | 0.5% | +0% | 80.5 |
| 47 | — | VANGUARD STAR FDS | $792,279 | 0.4% | +137% | — |
| 48 |  $LLY | ELI LILLY & Co | $791,002 | 0.4% | -2% | 89.3 |
| 49 |  $PFE | PFIZER INC | $694,631 | 0.4% | -2% | 69 |
| 50 |  $ABT | ABBOTT LABORATORIES | $692,304 | 0.4% | +0% | 67 |
| 51 |  $GILD | GILEAD SCIENCES, INC. | $602,775 | 0.3% | +2% | 77.8 |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $581,610 | 0.3% | +4% | 71.6 |
| 53 | — | ISHARES TR | $573,782 | 0.3% | +0% | — |
| 54 |  $BAC | BANK OF AMERICA CORP /DE/ | $572,276 | 0.3% | +1% | 68.4 |
| 55 |  $WMT | Walmart Inc. | $539,624 | 0.3% | -2% | 63.2 |
| 56 |  $DIS | Walt Disney Co | $525,305 | 0.3% | +12% | 68.9 |
| 57 |  $HD | HOME DEPOT, INC. | $522,118 | 0.3% | -1% | 69.2 |
| 58 |  $T | AT&T INC. | $508,084 | 0.3% | +0% | 71.9 |
| 59 |  $MCD | MCDONALDS CORP | $500,061 | 0.3% | +2% | 73.9 |
| 60 |  $AXP | AMERICAN EXPRESS CO | $477,616 | 0.3% | +0% | 73.2 |
| 61 |  $HON | HONEYWELL INTERNATIONAL INC | $466,074 | 0.3% | +0% | 65.7 |
| 62 |  $INTC | INTEL CORP | $419,412 | 0.2% | +4% | 41.5 |
| 63 |  $ORCL | ORACLE CORP | $410,715 | 0.2% | -10% | 67.2 |
| 64 | — | SPDR SERIES TRUST | $397,541 | 0.2% | +0% | — |
| 65 | — | VANGUARD WORLD FD | $391,138 | 0.2% | +0% | — |
| 66 |  $MO | ALTRIA GROUP, INC. | $380,168 | 0.2% | +0% | 72.1 |
| 67 |  $GLD | SPDR GOLD TRUST | $378,655 | 0.2% | -8% | — |
| 68 | — | TCW ETF TRUST | $376,006 | 0.2% | -2% | — |
| 69 | — | SELECT SECTOR SPDR TR | $341,553 | 0.2% | +0% | — |
| 70 |  $IVZ | Invesco Ltd. | $340,747 | 0.2% | -1% | — |
| 71 |  $PEP | PEPSICO INC | $337,445 | 0.2% | +27% | 62.7 |
| 72 |  $RTX | RTX Corp | $337,382 | 0.2% | +2% | 70 |
| 73 | — | VANGUARD INDEX FDS | $327,156 | 0.2% | +1% | — |
| 74 | — | ISHARES TR | $322,088 | 0.2% | +0% | — |
| 75 |  $NEE | NEXTERA ENERGY INC | $309,755 | 0.2% | +4% | 71.7 |
| 76 | — | DBX ETF TR | $306,696 | 0.2% | +0% | — |
| 77 | — | STATE STR SPDR DOW JONES IND | $298,425 | 0.2% | -13% | — |
| 78 |  $PSA | Public Storage | $294,176 | 0.2% | +0% | 73.9 |
| 79 | — | DIREXION SHARES ETF TRUST | $292,286 | 0.2% | NEW | — |
| 80 |  $__PARK_1390777 | Bank of New York Mellon Corp | $269,527 | 0.1% | -2% | 36.7 |
| 81 |  $XYL | Xylem Inc. | $258,505 | 0.1% | +0% | 65.6 |
| 82 | — | DIMENSIONAL ETF TRUST | $254,300 | 0.1% | +0% | — |
| 83 |  $VLO | VALERO ENERGY CORP/TX | $248,068 | 0.1% | NEW | 51.4 |
| 84 | — | LEGG MASON ETF INVT | $247,294 | 0.1% | NEW | — |
| 85 | — | ISHARES TR | $246,985 | 0.1% | +0% | — |
| 86 | — | AMERICAN CENTY ETF TR | $244,383 | 0.1% | NEW | — |
| 87 |  $MPC | Marathon Petroleum Corp | $244,180 | 0.1% | NEW | 50.7 |
| 88 | — | SELECT SECTOR SPDR TR | $240,005 | 0.1% | +0% | — |
| 89 |  $LMT | LOCKHEED MARTIN CORP | $236,921 | 0.1% | NEW | 65 |
| 90 | — | J P MORGAN EXCHANGE TRADED F | $222,080 | 0.1% | +0% | — |
| 91 |  $V | VISA INC. | $220,031 | 0.1% | +0% | 83.5 |
| 92 |  $ADBE | ADOBE INC. | $217,557 | 0.1% | +0% | 80.4 |
| 93 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $211,432 | 0.1% | NEW | 75.4 |
| 94 |  $QCOM | QUALCOMM INC/DE | $210,875 | 0.1% | +0% | 81.9 |
| 95 |  $GS | GOLDMAN SACHS GROUP INC | $203,038 | 0.1% | +0% | — |
| 96 |  $F | FORD MOTOR CO | $153,851 | 0.1% | -13% | 58.5 |
New Positions (7)
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