Filed: 1/22/2026ACC: 0001860719-26-000001
📋 What this filing means
RIDGECREST WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $184.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$184.38M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$101.82M55.2%
CAP STK CL A$13.97M7.6%
CORE DIV GRWTH$11.97M6.5%
S&P 500 ETF SHS$8.31M4.5%
CORE S&P500 ETF$7.06M3.8%
DIV APP ETF$6.41M3.5%
CORE S&P TTL STK$6.07M3.3%
Portfolio Concentration
Top 3$48.20M26.1%
4–10$54.82M29.7%
11–25$39.03M21.2%
Rest$42.33M23.0%
Top 3 weight
26.1%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 1.20M
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
1.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings103
Rows:
APPLE INC
SOLEShares77.58K
TypeSH
Market value$21.09M
11.44%
Sole
0.00
Shared
0.00
None
77.58K
ALPHABET INC
SOLEShares44.63K
TypeSH
Market value$13.97M
7.58%
Sole
0.00
Shared
0.00
None
44.63K
NVIDIA CORPORATION
SOLEShares70.44K
TypeSH
Market value$13.14M
7.12%
Sole
0.00
Shared
0.00
None
70.44K
ISHARES TR
SOLEShares172.40K
TypeSH
Market value$11.97M
6.49%
Sole
0.00
Shared
0.00
None
172.40K
VANGUARD INDEX FDS
SOLEShares13.25K
TypeSH
Market value$8.31M
4.51%
Sole
0.00
Shared
0.00
None
13.25K
BROADCOM INC
SOLEShares22.34K
TypeSH
Market value$7.73M
4.19%
Sole
0.00
Shared
0.00
None
22.34K
MICROSOFT CORP
SOLEShares15.02K
TypeSH
Market value$7.26M
3.94%
Sole
0.00
Shared
0.00
None
15.02K
ISHARES TR
SOLEShares10.31K
TypeSH
Market value$7.06M
3.83%
Sole
0.00
Shared
0.00
None
10.31K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.19K
TypeSH
Market value$6.41M
3.48%
Sole
0.00
Shared
0.00
None
29.19K
ISHARES TR
SOLEShares40.82K
TypeSH
Market value$6.07M
3.29%
Sole
0.00
Shared
0.00
None
40.82K
ALPHABET INC
SOLEShares19.15K
TypeSH
Market value$6.01M
3.26%
Sole
0.00
Shared
0.00
None
19.15K
CHEVRON CORP NEW
SOLEShares26.89K
TypeSH
Market value$4.10M
2.22%
Sole
0.00
Shared
0.00
None
26.89K
PROCTER AND GAMBLE CO
SOLEShares22.18K
TypeSH
Market value$3.18M
1.72%
Sole
0.00
Shared
0.00
None
22.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$3.02M
1.64%
Sole
0.00
Shared
0.00
None
4.00
S&P GLOBAL INC
SOLEShares4.66K
TypeSH
Market value$2.44M
1.32%
Sole
0.00
Shared
0.00
None
4.66K
SPDR S&P 500 ETF TR
SOLEShares3.38K
TypeSH
Market value$2.31M
1.25%
Sole
0.00
Shared
0.00
None
3.38K
VANGUARD WHITEHALL FDS
SOLEShares15.95K
TypeSH
Market value$2.29M
1.24%
Sole
0.00
Shared
0.00
None
15.95K
JPMORGAN CHASE & CO.
SOLEShares6.87K
TypeSH
Market value$2.21M
1.20%
Sole
0.00
Shared
0.00
None
6.87K
CISCO SYS INC
SOLEShares26.76K
TypeSH
Market value$2.06M
1.12%
Sole
0.00
Shared
0.00
None
26.76K
ISHARES TR
SOLEShares16.92K
TypeSH
Market value$2.06M
1.12%
Sole
0.00
Shared
0.00
None
16.92K
COCA COLA CO
SOLEShares28.32K
TypeSH
Market value$1.98M
1.07%
Sole
0.00
Shared
0.00
None
28.32K
INTERNATIONAL BUSINESS MACHS
SOLEShares6.46K
TypeSH
Market value$1.91M
1.04%
Sole
0.00
Shared
0.00
None
6.46K
ABBVIE INC
SOLEShares8.34K
TypeSH
Market value$1.91M
1.03%
Sole
0.00
Shared
0.00
None
8.34K
TESLA INC
SOLEShares4K
TypeSH
Market value$1.80M
0.97%
Sole
0.00
Shared
0.00
None
4K
BRUNSWICK CORP
SOLEShares23.81K
TypeSH
Market value$1.77M
0.96%
Sole
0.00
Shared
0.00
None
23.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 77.58K | SH | $21.09M 11.44% | 0.00 | 0.00 | 77.58K |
ALPHABET INCSOLE | CAP STK CL A | 44.63K | SH | $13.97M 7.58% | 0.00 | 0.00 | 44.63K |
NVIDIA CORPORATIONSOLE | COM | 70.44K | SH | $13.14M 7.12% | 0.00 | 0.00 | 70.44K |
ISHARES TRSOLE | CORE DIV GRWTH | 172.40K | SH | $11.97M 6.49% | 0.00 | 0.00 | 172.40K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.25K | SH | $8.31M 4.51% | 0.00 | 0.00 | 13.25K |
BROADCOM INCSOLE | COM | 22.34K | SH | $7.73M 4.19% | 0.00 | 0.00 | 22.34K |
MICROSOFT CORPSOLE | COM | 15.02K | SH | $7.26M 3.94% | 0.00 | 0.00 | 15.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.31K | SH | $7.06M 3.83% | 0.00 | 0.00 | 10.31K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.19K | SH | $6.41M 3.48% | 0.00 | 0.00 | 29.19K |
ISHARES TRSOLE | CORE S&P TTL STK | 40.82K | SH | $6.07M 3.29% | 0.00 | 0.00 | 40.82K |
ALPHABET INCSOLE | CAP STK CL C | 19.15K | SH | $6.01M 3.26% | 0.00 | 0.00 | 19.15K |
CHEVRON CORP NEWSOLE | COM | 26.89K | SH | $4.10M 2.22% | 0.00 | 0.00 | 26.89K |
PROCTER AND GAMBLE COSOLE | COM | 22.18K | SH | $3.18M 1.72% | 0.00 | 0.00 | 22.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.02M 1.64% | 0.00 | 0.00 | 4.00 |
S&P GLOBAL INCSOLE | COM | 4.66K | SH | $2.44M 1.32% | 0.00 | 0.00 | 4.66K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.38K | SH | $2.31M 1.25% | 0.00 | 0.00 | 3.38K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 15.95K | SH | $2.29M 1.24% | 0.00 | 0.00 | 15.95K |
JPMORGAN CHASE & CO.SOLE | COM | 6.87K | SH | $2.21M 1.20% | 0.00 | 0.00 | 6.87K |
CISCO SYS INCSOLE | COM | 26.76K | SH | $2.06M 1.12% | 0.00 | 0.00 | 26.76K |
ISHARES TRSOLE | CORE HIGH DV ETF | 16.92K | SH | $2.06M 1.12% | 0.00 | 0.00 | 16.92K |
COCA COLA COSOLE | COM | 28.32K | SH | $1.98M 1.07% | 0.00 | 0.00 | 28.32K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 6.46K | SH | $1.91M 1.04% | 0.00 | 0.00 | 6.46K |
ABBVIE INCSOLE | COM | 8.34K | SH | $1.91M 1.03% | 0.00 | 0.00 | 8.34K |
TESLA INCSOLE | COM | 4K | SH | $1.80M 0.97% | 0.00 | 0.00 | 4K |
BRUNSWICK CORPSOLE | COM | 23.81K | SH | $1.77M 0.96% | 0.00 | 0.00 | 23.81K |
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