Ridgecrest Wealth Partners, LLC Portfolio Holdings

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

Ridgecrest Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $219 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27M, Alphabet Inc. with a value of $17.3M, Ishares Core Dividend Growth E with a value of $16.1M, Nvidia Corp with a value of $13M, and Vanguard Index Fds S&P 500 ETF with a value of $12.3M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $188M to 219M.

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

Portfolio value $219 Million
ETFs: $71.3 Million
Technology: $62.7 Million
Communication Services: $27.7 Million
Financial Services: $13 Million
Consumer Defensive: $12 Million
Healthcare: $11 Million
Consumer Cyclical: $8.82 Million
Energy: $6.23 Million
Other: $6.51 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$27 Million 12.32% of portfolio
106,058
Q3 2025 Reduced 0.15%
$1.65T
$17.3 Million 7.89% of portfolio
71,167
Q3 2025 Reduced 1.84%
$465B
$13 Million 5.92% of portfolio
69,532
Q3 2025 Added 222.7%
$3.78T
$8.82 Million 4.02% of portfolio
17,032
Q3 2025 Added 0.08%
$1.74T
$5.21 Million 2.38% of portfolio
21,387
Q3 2025 Reduced 0.64%
$346B
$4.77 Million 2.17% of portfolio
31,029
Q3 2025 Reduced 0.64%
$303B
$4.29 Million 1.96% of portfolio
27,611
Q3 2025 Reduced 5.96%
$453B
$3.02 Million 1.38% of portfolio
4
Q1 2025 New
$266B
$2.78 Million 1.27% of portfolio
9,851
Q3 2025 Added 0.56%
$881B
$2.49 Million 1.14% of portfolio
7,903
Q3 2025 Added 0.53%
$522B
$2.41 Million 1.1% of portfolio
12,975
Q3 2025 Added 0.67%
$306B
$1.98 Million 0.9% of portfolio
29,808
Q2 2025 Reduced 1.97%
$490B
$1.94 Million 0.89% of portfolio
17,241
Q3 2025 Added 1.01%
$1.29T
$1.96 Million 0.89% of portfolio
4,406
Q3 2025 Reduced 9.73%
$414B
$1.91 Million 0.87% of portfolio
8,252
Q3 2025 Added 0.02%
$2.39T
$1.86 Million 0.85% of portfolio
8,485
Q3 2025 Added 1.02%
$404B
$1.69 Million 0.77% of portfolio
1,825
Q3 2025 Added 27.89%
$593B
$1.66 Million 0.76% of portfolio
5,889
Q3 2025 Reduced 10.96%
$1.37T
$1.22 Million 0.56% of portfolio
1,659
Q3 2025 Reduced 0.18%
$317B
$1.17 Million 0.53% of portfolio
13,998
Q2 2025 Reduced 0.16%
$662B
$1.03 Million 0.47% of portfolio
2,058
Q3 2025 Reduced 2.46%
$291B
$945,000 0.43% of portfolio
1,981
Q2 2025 Reduced 0.15%
$228B
$903,000 0.41% of portfolio
6,743
Q1 2025 Added 4.66%
$235B
$865,000 0.39% of portfolio
10,316
Q3 2025 Added 0.01%
$237B
$803,000 0.37% of portfolio
4,951
Q3 2025 Added 2.06%
$367B
$717,000 0.33% of portfolio
1,772
Q3 2025 Added 2.9%
$224B
$712,000 0.32% of portfolio
2,346
Q3 2025 Reduced 0.13%
$279B
$701,000 0.32% of portfolio
6,806
Q2 2025 Reduced 0.12%
$971B
$676,000 0.31% of portfolio
887
Q3 2025 Added 0.34%
$413B
$650,000 0.3% of portfolio
12,617
Q2 2025 Reduced 9.11%
$255B
$621,000 0.28% of portfolio
1,870
Q2 2025 Reduced 0.16%
$204B
$472,000 0.22% of portfolio
3,362
Q3 2025 Reduced 0.47%
$258B
$279,000 0.13% of portfolio
1,668
Q3 2025 Reduced 1.77%
$533B
$243,000 0.11% of portfolio
712
Q3 2025 Reduced 0.56%
$300B
$244,000 0.11% of portfolio
707
Q2 2025 Reduced 27.93%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $219 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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