Filed: 4/22/2026ACC: 0001860719-26-000002
📋 What this filing means
RIDGECREST WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $181.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$181.17M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$99.38M54.9%
CAP STK CL A$12.66M7.0%
CORE DIV GRWTH$12.58M6.9%
S&P 500 ETF SHS$9.52M5.3%
CORE S&P500 ETF$6.75M3.7%
DIV APP ETF$6.36M3.5%
CORE S&P TTL STK$5.71M3.1%
Portfolio Concentration
Top 3$44.88M24.8%
4–10$53.23M29.4%
11–25$40.00M22.1%
Rest$43.07M23.8%
Top 3 weight
24.8%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:
APPLE INC
SOLEShares77.41K
TypeSH
Market value$19.65M
10.84%
Sole
77.41K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares44.02K
TypeSH
Market value$12.66M
6.99%
Sole
44.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.20K
TypeSH
Market value$12.58M
6.94%
Sole
179.20K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares70.60K
TypeSH
Market value$12.31M
6.80%
Sole
70.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.93K
TypeSH
Market value$9.52M
5.25%
Sole
15.93K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares22.34K
TypeSH
Market value$6.92M
3.82%
Sole
22.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.34K
TypeSH
Market value$6.75M
3.73%
Sole
10.34K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares29.55K
TypeSH
Market value$6.36M
3.51%
Sole
29.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.06K
TypeSH
Market value$5.71M
3.15%
Sole
40.06K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares27.38K
TypeSH
Market value$5.66M
3.13%
Sole
27.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.12K
TypeSH
Market value$5.60M
3.09%
Sole
15.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares18.10K
TypeSH
Market value$5.19M
2.87%
Sole
18.10K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares22.60K
TypeSH
Market value$3.26M
1.80%
Sole
22.60K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$2.87M
1.59%
Sole
4.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.28K
TypeSH
Market value$2.62M
1.44%
Sole
19.28K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares17.14K
TypeSH
Market value$2.54M
1.40%
Sole
17.14K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares3.78K
TypeSH
Market value$2.46M
1.36%
Sole
3.78K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares28.32K
TypeSH
Market value$2.15M
1.19%
Sole
28.32K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares26.96K
TypeSH
Market value$2.09M
1.15%
Sole
26.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares6.87K
TypeSH
Market value$2.02M
1.11%
Sole
6.87K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares4.66K
TypeSH
Market value$1.98M
1.09%
Sole
4.66K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares5.61K
TypeSH
Market value$1.92M
1.06%
Sole
5.61K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares8.34K
TypeSH
Market value$1.81M
1.00%
Sole
8.34K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares18.13K
TypeSH
Market value$1.74M
0.96%
Sole
18.13K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares23.81K
TypeSH
Market value$1.73M
0.96%
Sole
23.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 77.41K | SH | $19.65M 10.84% | 77.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 44.02K | SH | $12.66M 6.99% | 44.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 179.20K | SH | $12.58M 6.94% | 179.20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 70.60K | SH | $12.31M 6.80% | 70.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.93K | SH | $9.52M 5.25% | 15.93K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 22.34K | SH | $6.92M 3.82% | 22.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 10.34K | SH | $6.75M 3.73% | 10.34K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.55K | SH | $6.36M 3.51% | 29.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 40.06K | SH | $5.71M 3.15% | 40.06K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 27.38K | SH | $5.66M 3.13% | 27.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.12K | SH | $5.60M 3.09% | 15.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 18.10K | SH | $5.19M 2.87% | 18.10K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 22.60K | SH | $3.26M 1.80% | 22.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.87M 1.59% | 4.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 19.28K | SH | $2.62M 1.44% | 19.28K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.14K | SH | $2.54M 1.40% | 17.14K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.78K | SH | $2.46M 1.36% | 3.78K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 28.32K | SH | $2.15M 1.19% | 28.32K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 26.96K | SH | $2.09M 1.15% | 26.96K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.87K | SH | $2.02M 1.11% | 6.87K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 4.66K | SH | $1.98M 1.09% | 4.66K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 5.61K | SH | $1.92M 1.06% | 5.61K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.34K | SH | $1.81M 1.00% | 8.34K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 18.13K | SH | $1.74M 0.96% | 18.13K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 23.81K | SH | $1.73M 0.96% | 23.81K | 0.00 | 0.00 |
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