Filed: 10/14/2025ACC: 0001860719-25-000007
📋 What this filing means
RIDGECREST WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $221.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$221.17M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$117.85M53.3%
CAP STK CL A$17.30M7.8%
CORE DIV GRWTH$16.06M7.3%
S&P 500 ETF SHS$12.28M5.6%
DIV APP ETF$8.21M3.7%
CORE S&P500 ETF$8.08M3.7%
CORE S&P TTL STK$7.24M3.3%
Portfolio Concentration
Top 3$60.36M27.3%
4–10$62.81M28.4%
11–25$41.63M18.8%
Rest$56.36M25.5%
Top 3 weight
27.3%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
APPLE INC
SOLEShares106.06K
TypeSH
Market value$27.01M
12.21%
Sole
0.00
Shared
0.00
None
106.06K
ALPHABET INC
SOLEShares71.17K
TypeSH
Market value$17.30M
7.82%
Sole
0.00
Shared
0.00
None
71.17K
ISHARES TR
SOLEShares235.88K
TypeSH
Market value$16.06M
7.26%
Sole
0.00
Shared
0.00
None
235.88K
NVIDIA CORPORATION
SOLEShares69.53K
TypeSH
Market value$12.97M
5.87%
Sole
0.00
Shared
0.00
None
69.53K
VANGUARD INDEX FDS
SOLEShares20.05K
TypeSH
Market value$12.28M
5.55%
Sole
0.00
Shared
0.00
None
20.05K
MICROSOFT CORP
SOLEShares17.03K
TypeSH
Market value$8.82M
3.99%
Sole
0.00
Shared
0.00
None
17.03K
VANGUARD SPECIALIZED FUNDS
SOLEShares38.07K
TypeSH
Market value$8.21M
3.71%
Sole
0.00
Shared
0.00
None
38.07K
ISHARES TR
SOLEShares12.06K
TypeSH
Market value$8.08M
3.65%
Sole
0.00
Shared
0.00
None
12.06K
ISHARES TR
SOLEShares49.70K
TypeSH
Market value$7.24M
3.27%
Sole
0.00
Shared
0.00
None
49.70K
ALPHABET INC
SOLEShares21.39K
TypeSH
Market value$5.21M
2.36%
Sole
0.00
Shared
0.00
None
21.39K
PROCTER AND GAMBLE CO
SOLEShares31.03K
TypeSH
Market value$4.77M
2.16%
Sole
0.00
Shared
0.00
None
31.03K
SPDR S&P 500 ETF TR
SOLEShares6.63K
TypeSH
Market value$4.42M
2.00%
Sole
0.00
Shared
0.00
None
6.63K
CHEVRON CORP NEW
SOLEShares27.61K
TypeSH
Market value$4.29M
1.94%
Sole
0.00
Shared
0.00
None
27.61K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$3.02M
1.36%
Sole
0.00
Shared
0.00
None
4.00
INTERNATIONAL BUSINESS MACHS
SOLEShares9.85K
TypeSH
Market value$2.78M
1.26%
Sole
0.00
Shared
0.00
None
9.85K
INVESCO QQQ TR
SOLEShares4.33K
TypeSH
Market value$2.60M
1.18%
Sole
0.00
Shared
0.00
None
4.33K
JPMORGAN CHASE & CO.
SOLEShares7.90K
TypeSH
Market value$2.49M
1.13%
Sole
0.00
Shared
0.00
None
7.90K
ISHARES TR
SOLEShares20.28K
TypeSH
Market value$2.48M
1.12%
Sole
0.00
Shared
0.00
None
20.28K
JOHNSON & JOHNSON
SOLEShares12.97K
TypeSH
Market value$2.41M
1.09%
Sole
0.00
Shared
0.00
None
12.97K
VANGUARD WHITEHALL FDS
SOLEShares16.45K
TypeSH
Market value$2.32M
1.05%
Sole
0.00
Shared
0.00
None
16.45K
S&P GLOBAL INC
SOLEShares4.66K
TypeSH
Market value$2.27M
1.03%
Sole
0.00
Shared
0.00
None
4.66K
COCA COLA CO
SOLEShares29.81K
TypeSH
Market value$1.98M
0.89%
Sole
0.00
Shared
0.00
None
29.81K
TESLA INC
SOLEShares4.41K
TypeSH
Market value$1.96M
0.89%
Sole
0.00
Shared
0.00
None
4.41K
EXXON MOBIL CORP
SOLEShares17.24K
TypeSH
Market value$1.94M
0.88%
Sole
0.00
Shared
0.00
None
17.24K
ABBVIE INC
SOLEShares8.25K
TypeSH
Market value$1.91M
0.86%
Sole
0.00
Shared
0.00
None
8.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 106.06K | SH | $27.01M 12.21% | 0.00 | 0.00 | 106.06K |
ALPHABET INCSOLE | CAP STK CL A | 71.17K | SH | $17.30M 7.82% | 0.00 | 0.00 | 71.17K |
ISHARES TRSOLE | CORE DIV GRWTH | 235.88K | SH | $16.06M 7.26% | 0.00 | 0.00 | 235.88K |
NVIDIA CORPORATIONSOLE | COM | 69.53K | SH | $12.97M 5.87% | 0.00 | 0.00 | 69.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.05K | SH | $12.28M 5.55% | 0.00 | 0.00 | 20.05K |
MICROSOFT CORPSOLE | COM | 17.03K | SH | $8.82M 3.99% | 0.00 | 0.00 | 17.03K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.07K | SH | $8.21M 3.71% | 0.00 | 0.00 | 38.07K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.06K | SH | $8.08M 3.65% | 0.00 | 0.00 | 12.06K |
ISHARES TRSOLE | CORE S&P TTL STK | 49.70K | SH | $7.24M 3.27% | 0.00 | 0.00 | 49.70K |
ALPHABET INCSOLE | CAP STK CL C | 21.39K | SH | $5.21M 2.36% | 0.00 | 0.00 | 21.39K |
PROCTER AND GAMBLE COSOLE | COM | 31.03K | SH | $4.77M 2.16% | 0.00 | 0.00 | 31.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.63K | SH | $4.42M 2.00% | 0.00 | 0.00 | 6.63K |
CHEVRON CORP NEWSOLE | COM | 27.61K | SH | $4.29M 1.94% | 0.00 | 0.00 | 27.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.02M 1.36% | 0.00 | 0.00 | 4.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.85K | SH | $2.78M 1.26% | 0.00 | 0.00 | 9.85K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.33K | SH | $2.60M 1.18% | 0.00 | 0.00 | 4.33K |
JPMORGAN CHASE & CO.SOLE | COM | 7.90K | SH | $2.49M 1.13% | 0.00 | 0.00 | 7.90K |
ISHARES TRSOLE | CORE HIGH DV ETF | 20.28K | SH | $2.48M 1.12% | 0.00 | 0.00 | 20.28K |
JOHNSON & JOHNSONSOLE | COM | 12.97K | SH | $2.41M 1.09% | 0.00 | 0.00 | 12.97K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 16.45K | SH | $2.32M 1.05% | 0.00 | 0.00 | 16.45K |
S&P GLOBAL INCSOLE | COM | 4.66K | SH | $2.27M 1.03% | 0.00 | 0.00 | 4.66K |
COCA COLA COSOLE | COM | 29.81K | SH | $1.98M 0.89% | 0.00 | 0.00 | 29.81K |
TESLA INCSOLE | COM | 4.41K | SH | $1.96M 0.89% | 0.00 | 0.00 | 4.41K |
EXXON MOBIL CORPSOLE | COM | 17.24K | SH | $1.94M 0.88% | 0.00 | 0.00 | 17.24K |
ABBVIE INCSOLE | COM | 8.25K | SH | $1.91M 0.86% | 0.00 | 0.00 | 8.25K |
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