Ridgecrest Wealth Partners, LLC Portfolio Holdings

Ridgecrest Wealth Partners, LLC

  • $188 Million
  • Q2 2025

Ridgecrest Wealth Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.8M, Ishares Core Dividend Growth E with a value of $15.2M, Alphabet Inc. with a value of $12.8M, Vanguard Index Fds S&P 500 ETF with a value of $11.7M, and Microsoft Corp with a value of $8.46M.

Examining the 13F form we can see an decrease of $1.36M in the current position value, from $190M to 188M.

Below you can find more details about Ridgecrest Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $67.2 Million
Technology: $44.2 Million
Communication Services: $22.1 Million
Financial Services: $12.6 Million
Consumer Defensive: $12.1 Million
Healthcare: $10.2 Million
Consumer Cyclical: $8.19 Million
Energy: $6.04 Million
Other: $5.81 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$21.8 Million 11.57% of portfolio
106,220
Q2 2025 Reduced 0.78%
$1.14T
$12.8 Million 6.78% of portfolio
72,502
Q2 2025 Reduced 0.17%
$3.77T
$8.46 Million 4.49% of portfolio
17,018
Q2 2025 Reduced 0.4%
$375B
$4.98 Million 2.64% of portfolio
31,229
Q2 2025 Reduced 0.49%
$294B
$4.2 Million 2.23% of portfolio
29,361
Q2 2025 Reduced 12.29%
$1.17T
$3.82 Million 2.03% of portfolio
21,524
Q2 2025 Added 0.01%
$416B
$3.4 Million 1.81% of portfolio
21,547
Q2 2025 Reduced 73.09%
$429B
$2.92 Million 1.55% of portfolio
4
Q1 2025 New
$253B
$2.89 Million 1.53% of portfolio
9,796
Q2 2025 Added 2.08%
$169B
$2.46 Million 1.3% of portfolio
4,664
Q2 2025 Reduced 9.26%
$855B
$2.28 Million 1.21% of portfolio
7,861
Q2 2025 Added 0.09%
$301B
$2.11 Million 1.12% of portfolio
29,808
Q2 2025 Reduced 1.97%
$439B
$1.97 Million 1.04% of portfolio
12,889
Q2 2025 Reduced 3.04%
$530B
$1.92 Million 1.02% of portfolio
1,435
Q3 2024 Added 95.24%
$280B
$1.87 Million 0.99% of portfolio
26,981
Q2 2025 Reduced 0.67%
$2.32T
$1.84 Million 0.98% of portfolio
8,399
Q2 2025 Added 0.54%
$111B
$1.6 Million 0.85% of portfolio
17,485
Q2 2025 Reduced 27.88%
$1.05T
$1.55 Million 0.82% of portfolio
4,881
Q2 2025 Reduced 3.94%
$331B
$1.53 Million 0.81% of portfolio
8,250
Q2 2025 Reduced 0.04%
$642B
$1.45 Million 0.77% of portfolio
6,614
Q2 2025 Reduced 2.92%
$417B
$1.41 Million 0.75% of portfolio
1,427
Q2 2025 Reduced 9.85%
$164B
$1.36 Million 0.72% of portfolio
4,877
Q1 2025 Added 10.16%
$4.74B
$1.32 Million 0.7% of portfolio
23,808
Q2 2025 Reduced 12.82%
$141B
$1.27 Million 0.67% of portfolio
5,511
Q3 2024 Added 4.75%
$1.58T
$1.23 Million 0.65% of portfolio
1,662
Q2 2025 Added 6.54%
$313B
$1.12 Million 0.59% of portfolio
13,998
Q2 2025 Reduced 0.16%
$64.9B
$1.04 Million 0.55% of portfolio
4,060
Q2 2021 Added 2.94%
$113B
$1.05 Million 0.55% of portfolio
3,793
Q2 2025 Reduced 86.65%
$161B
$1.03 Million 0.54% of portfolio
5,609
Q2 2025 Reduced 0.07%
$622B
$1.02 Million 0.54% of portfolio
2,110
Q2 2025 Reduced 4.13%
$221B
$959,000 0.51% of portfolio
7,738
Q2 2025 Reduced 2.52%
$220B
$917,000 0.49% of portfolio
6,743
Q1 2025 Added 4.66%
$256B
$883,000 0.47% of portfolio
4,851
Q1 2025 Added 4.3%
$180B
$876,000 0.46% of portfolio
20,254
Q2 2025 Reduced 4.82%
$102B
$832,000 0.44% of portfolio
1,136
Q2 2025 Reduced 8.83%
$207B
$816,000 0.43% of portfolio
10,315
Q2 2025 Reduced 5.35%
$220B
$769,000 0.41% of portfolio
1,981
Q2 2025 Reduced 0.15%
$2.37B
$695,000 0.37% of portfolio
85,000
Q1 2025 Added 6.25%
$738B
$689,000 0.37% of portfolio
884
Q2 2025 Reduced 2.96%
$141B
$679,000 0.36% of portfolio
28,022
Q2 2025 Reduced 4.41%
$220B
$686,000 0.36% of portfolio
2,349
Q2 2025 Added 0.6%
$260B
$665,000 0.35% of portfolio
6,806
Q2 2025 Reduced 0.12%
$380B
$631,000 0.33% of portfolio
1,722
Q2 2025 Added 0.58%
$227B
$596,000 0.32% of portfolio
1,870
Q2 2025 Reduced 0.16%
$383B
$597,000 0.32% of portfolio
12,617
Q2 2025 Reduced 9.11%
$195B
$566,000 0.3% of portfolio
19,588
Q2 2025 Reduced 1.11%
$159B
$533,000 0.28% of portfolio
2,289
Q2 2025 Reduced 0.13%
$173B
$526,000 0.28% of portfolio
5,768
Q3 2024 Added 0.87%
$138B
$477,000 0.25% of portfolio
4,304
Q2 2025 Reduced 6.52%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $188 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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