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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.68B
$1.51 Million 0.69% of portfolio
23,808
Q2 2025 Reduced 12.82%
$4.39B
$1.47 Million 0.67% of portfolio
85,000
Q1 2025 Added 6.25%
$4.74B
$276,000 0.13% of portfolio
11,191
Q3 2025 New

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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