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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$21.8 Million 11.57% of portfolio
106,220
Q2 2025 Reduced 0.78%
$1.21T
$12.8 Million 6.78% of portfolio
72,502
Q2 2025 Reduced 0.17%
$3.95T
$8.46 Million 4.49% of portfolio
17,018
Q2 2025 Reduced 0.4%
$368B
$4.98 Million 2.64% of portfolio
31,229
Q2 2025 Reduced 0.49%
$302B
$4.2 Million 2.23% of portfolio
29,361
Q2 2025 Reduced 12.29%
$1.24T
$3.82 Million 2.03% of portfolio
21,524
Q2 2025 Added 0.01%
$456B
$3.4 Million 1.81% of portfolio
21,547
Q2 2025 Reduced 73.09%
$423B
$2.92 Million 1.55% of portfolio
4
Q1 2025 New
$210B
$2.89 Million 1.53% of portfolio
9,796
Q2 2025 Added 2.08%
$859B
$2.28 Million 1.21% of portfolio
7,861
Q2 2025 Added 0.09%
$306B
$2.11 Million 1.12% of portfolio
29,808
Q2 2025 Reduced 1.97%
$452B
$1.97 Million 1.04% of portfolio
12,889
Q2 2025 Reduced 3.04%
$545B
$1.92 Million 1.02% of portfolio
1,435
Q3 2024 Added 95.24%
$293B
$1.87 Million 0.99% of portfolio
26,981
Q2 2025 Reduced 0.67%
$2.26T
$1.84 Million 0.98% of portfolio
8,399
Q2 2025 Added 0.54%
$442B
$1.84 Million 0.98% of portfolio
17,069
Q2 2025 Added 8.78%
$351B
$1.53 Million 0.81% of portfolio
8,250
Q2 2025 Reduced 0.04%
$684B
$1.45 Million 0.77% of portfolio
6,614
Q2 2025 Reduced 2.92%
$439B
$1.41 Million 0.75% of portfolio
1,427
Q2 2025 Reduced 9.85%
$1.78T
$1.23 Million 0.65% of portfolio
1,662
Q2 2025 Added 6.54%
$302B
$1.12 Million 0.59% of portfolio
13,998
Q2 2025 Reduced 0.16%
$621B
$1.02 Million 0.54% of portfolio
2,110
Q2 2025 Reduced 4.13%
$207B
$959,000 0.51% of portfolio
7,738
Q2 2025 Reduced 2.52%
$229B
$917,000 0.49% of portfolio
6,743
Q1 2025 Added 4.66%
$261B
$883,000 0.47% of portfolio
4,851
Q1 2025 Added 4.3%
$203B
$816,000 0.43% of portfolio
10,315
Q2 2025 Reduced 5.35%
$218B
$769,000 0.41% of portfolio
1,981
Q2 2025 Reduced 0.15%
$608B
$689,000 0.37% of portfolio
884
Q2 2025 Reduced 2.96%
$222B
$686,000 0.36% of portfolio
2,349
Q2 2025 Added 0.6%
$281B
$665,000 0.35% of portfolio
6,806
Q2 2025 Reduced 0.12%
$405B
$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%
$381B
$597,000 0.32% of portfolio
12,617
Q2 2025 Reduced 9.11%
$203B
$566,000 0.3% of portfolio
19,588
Q2 2025 Reduced 1.11%
$202B
$446,000 0.24% of portfolio
3,378
Q2 2025 Reduced 0.06%
$229B
$247,000 0.13% of portfolio
1,698
Q2 2025 Added 1.37%
$551B
$254,000 0.13% of portfolio
716
Q2 2025 Added 1.7%
$245B
$220,000 0.12% of portfolio
707
Q2 2025 Reduced 27.93%

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
Track This Portfolio

Track Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email