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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Million 8.05% of portfolio
237,137
Q2 2025 Added 1.54%
$0
$11.7 Million 6.22% of portfolio
20,640
Q2 2025 Added 19.7%
$0
$7.49 Million 3.98% of portfolio
12,066
Q2 2025 Added 8.87%
$0
$6.85 Million 3.64% of portfolio
37,622
Q2 2025 Added 16.32%
$0
$6.81 Million 3.61% of portfolio
50,404
Q2 2025 Reduced 1.06%
$0
$4.27 Million 2.26% of portfolio
6,904
Q2 2025 Reduced 13.47%
$0
$2.39 Million 1.27% of portfolio
4,333
Q2 2025 Added 1.55%
$0
$2.35 Million 1.25% of portfolio
20,039
Q2 2025 Added 5.11%
$0
$2.15 Million 1.14% of portfolio
16,159
Q2 2025 Added 24.32%
$0
$1.19 Million 0.63% of portfolio
3,927
Q2 2025 Reduced 0.71%
$0
$751,000 0.4% of portfolio
17,710
Q2 2025 New
$0
$626,000 0.33% of portfolio
23,638
Q2 2025 Reduced 3.16%
$0
$580,000 0.31% of portfolio
6,187
Q4 2024 Reduced 0.13%
$0
$369,000 0.2% of portfolio
2,724
Q4 2023 Added 0.74%
$0
$356,000 0.19% of portfolio
1,435
Q2 2025 Added 30.93%
$0
$365,000 0.19% of portfolio
5,028
Q2 2025 Added 12.91%
$109B
$320,000 0.17% of portfolio
1,050
Q4 2024 New
$0
$325,000 0.17% of portfolio
1,285
Q2 2025 Reduced 1.53%
$0
$327,000 0.17% of portfolio
744
Q4 2024 Reduced 28.46%
$0
$298,000 0.16% of portfolio
3,150
Q1 2025 Reduced 14.86%
$0
$287,000 0.15% of portfolio
1,480
Q2 2023 Added 1.37%
$0
$292,000 0.15% of portfolio
5,139
Q2 2025 Added 17.09%
$0
$280,000 0.15% of portfolio
639
Q2 2025 Added 5.1%
$0
$236,000 0.13% of portfolio
2,038
Q1 2025 Reduced 0.1%
$0
$217,000 0.12% of portfolio
4,000
Q1 2025 Added 2.56%
$0
$234,000 0.12% of portfolio
6,544
Q1 2024 New
$0
$207,000 0.11% of portfolio
3,650
Q2 2025 New
$0
$213,000 0.11% of portfolio
2,619
Q1 2025 New
$0
$215,000 0.11% of portfolio
3,117
Q2 2025 New

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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