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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$27 Million 12.32% of portfolio
106,058
Q3 2025 Reduced 0.15%
$1.5T
$17.3 Million 7.89% of portfolio
71,167
Q3 2025 Reduced 1.84%
$0
$16.1 Million 7.32% of portfolio
235,879
Q3 2025 Reduced 0.53%
$453B
$13 Million 5.92% of portfolio
69,532
Q3 2025 Added 222.7%
$0
$12.3 Million 5.6% of portfolio
20,047
Q3 2025 Reduced 2.87%
$3.81T
$8.82 Million 4.02% of portfolio
17,032
Q3 2025 Added 0.08%
$0
$8.08 Million 3.68% of portfolio
12,065
Q3 2025 Reduced 0.01%
$0
$7.24 Million 3.3% of portfolio
49,697
Q3 2025 Reduced 1.4%
$0
$6.93 Million 3.16% of portfolio
38,068
Q3 2025 Added 1.19%
$1.53T
$5.21 Million 2.38% of portfolio
21,387
Q3 2025 Reduced 0.64%
$355B
$4.77 Million 2.17% of portfolio
31,029
Q3 2025 Reduced 0.64%
$0
$4.42 Million 2.02% of portfolio
6,634
Q3 2025 Reduced 3.91%
$297B
$4.29 Million 1.96% of portfolio
27,611
Q3 2025 Reduced 5.96%
$440B
$3.02 Million 1.38% of portfolio
4
Q1 2025 New
$247B
$2.78 Million 1.27% of portfolio
9,851
Q3 2025 Added 0.56%
$0
$2.6 Million 1.19% of portfolio
4,333
Q2 2025 Added 1.55%
$0
$2.48 Million 1.13% of portfolio
20,278
Q3 2025 Added 1.19%
$502B
$2.41 Million 1.1% of portfolio
12,975
Q3 2025 Added 0.67%
$0
$2.32 Million 1.06% of portfolio
16,449
Q3 2025 Added 1.79%
$154B
$2.27 Million 1.04% of portfolio
4,664
Q2 2025 Reduced 9.26%
$292B
$1.98 Million 0.9% of portfolio
29,808
Q2 2025 Reduced 1.97%
$461B
$1.94 Million 0.89% of portfolio
17,241
Q3 2025 Added 1.01%
$1.35T
$1.96 Million 0.89% of portfolio
4,406
Q3 2025 Reduced 9.73%
$401B
$1.91 Million 0.87% of portfolio
8,252
Q3 2025 Added 0.02%
$2.18T
$1.86 Million 0.85% of portfolio
8,485
Q3 2025 Added 1.02%
$284B
$1.85 Million 0.84% of portfolio
27,041
Q3 2025 Added 0.22%
$527B
$1.72 Million 0.78% of portfolio
1,435
Q3 2024 Added 95.24%
$410B
$1.69 Million 0.77% of portfolio
1,825
Q3 2025 Added 27.89%
$844B
$1.66 Million 0.76% of portfolio
5,889
Q3 2025 Reduced 10.96%
$4.65B
$1.51 Million 0.69% of portfolio
23,808
Q2 2025 Reduced 12.82%
$4.27B
$1.47 Million 0.67% of portfolio
85,000
Q1 2025 Added 6.25%
$158B
$1.31 Million 0.6% of portfolio
4,627
Q3 2025 Reduced 5.13%
$138B
$1.3 Million 0.59% of portfolio
5,511
Q3 2024 Added 4.75%
$0
$1.28 Million 0.58% of portfolio
3,908
Q3 2025 Reduced 0.48%
$95.1B
$1.26 Million 0.57% of portfolio
14,892
Q3 2025 Reduced 14.83%
$1.61T
$1.22 Million 0.56% of portfolio
1,659
Q3 2025 Reduced 0.18%
$143B
$1.22 Million 0.56% of portfolio
3,694
Q3 2025 Reduced 2.61%
$66.8B
$1.22 Million 0.56% of portfolio
4,060
Q2 2021 Added 2.94%
$319B
$1.17 Million 0.53% of portfolio
13,998
Q2 2025 Reduced 0.16%
$196B
$1.15 Million 0.52% of portfolio
5,609
Q2 2025 Reduced 0.07%
$646B
$1.03 Million 0.47% of portfolio
2,058
Q3 2025 Reduced 2.46%
$286B
$945,000 0.43% of portfolio
1,981
Q2 2025 Reduced 0.15%
$0
$938,000 0.43% of portfolio
21,325
Q3 2025 Added 20.41%
$12.1B
$913,000 0.42% of portfolio
25,030
Q3 2025 New
$224B
$903,000 0.41% of portfolio
6,743
Q1 2025 Added 4.66%
$13.1B
$893,000 0.41% of portfolio
14,529
Q3 2025 New
$200B
$886,000 0.4% of portfolio
7,739
Q3 2025 Added 0.01%
$111B
$877,000 0.4% of portfolio
1,136
Q2 2025 Reduced 8.83%
$170B
$869,000 0.4% of portfolio
19,781
Q3 2025 Reduced 2.34%

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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