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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$779B
$689,000 0.37% of portfolio
884
Q2 2025 Reduced 2.96%
$139B
$679,000 0.36% of portfolio
28,022
Q2 2025 Reduced 4.41%
$221B
$686,000 0.36% of portfolio
2,349
Q2 2025 Added 0.6%
$277B
$665,000 0.35% of portfolio
6,806
Q2 2025 Reduced 0.12%
$388B
$631,000 0.33% of portfolio
1,722
Q2 2025 Added 0.58%
$0
$626,000 0.33% of portfolio
23,638
Q2 2025 Reduced 3.16%
$241B
$596,000 0.32% of portfolio
1,870
Q2 2025 Reduced 0.16%
$392B
$597,000 0.32% of portfolio
12,617
Q2 2025 Reduced 9.11%
$0
$580,000 0.31% of portfolio
6,187
Q4 2024 Reduced 0.13%
$182B
$566,000 0.3% of portfolio
19,588
Q2 2025 Reduced 1.11%
$136B
$533,000 0.28% of portfolio
2,289
Q2 2025 Reduced 0.13%
$170B
$526,000 0.28% of portfolio
5,768
Q3 2024 Added 0.87%
$148B
$477,000 0.25% of portfolio
4,304
Q2 2025 Reduced 6.52%
$182B
$467,000 0.25% of portfolio
2,937
Q4 2024 Reduced 0.34%
$205B
$446,000 0.24% of portfolio
3,378
Q2 2025 Reduced 0.06%
$40.3B
$421,000 0.22% of portfolio
3,269
Q2 2025 Reduced 0.37%
$92.6B
$375,000 0.2% of portfolio
8,115
Q2 2025 Reduced 11.9%
$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%
$158B
$347,000 0.18% of portfolio
897
Q2 2025 Reduced 7.72%
$0
$330,000 0.18% of portfolio
1,454
Q1 2025 Added 1.39%
$166B
$334,000 0.18% of portfolio
4,817
Q1 2025 Reduced 2.61%
$116B
$337,000 0.18% of portfolio
5,751
Q1 2025 Added 7.48%
$130B
$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%
$52.6B
$318,000 0.17% of portfolio
1,086
Q2 2025 Reduced 1.09%
$83.5B
$293,000 0.16% of portfolio
1,928
Q2 2025 Added 6.17%
$0
$298,000 0.16% of portfolio
3,150
Q1 2025 Reduced 14.86%
$83.8B
$297,000 0.16% of portfolio
4,417
Q1 2025 Reduced 26.48%
$28.2B
$287,000 0.15% of portfolio
3,612
Q2 2023 New
$53.7B
$290,000 0.15% of portfolio
2,275
Q2 2025 Reduced 8.08%
$26.3B
$279,000 0.15% of portfolio
2,162
Q2 2025 Added 0.05%
$0
$287,000 0.15% of portfolio
1,480
Q2 2023 Added 1.37%
$45.6B
$276,000 0.15% of portfolio
25,505
Q2 2025 Reduced 2.22%
$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%
$14.8B
$264,000 0.14% of portfolio
2,204
Q4 2024 Reduced 24.75%
$150B
$259,000 0.14% of portfolio
728
Q2 2025 New
$84.8B
$248,000 0.13% of portfolio
640
Q1 2024 Reduced 16.34%
$234B
$247,000 0.13% of portfolio
1,698
Q2 2025 Added 1.37%
$41.8B
$244,000 0.13% of portfolio
1,350
Q4 2023 New
$68.5B
$252,000 0.13% of portfolio
492
Q2 2025 Reduced 7.52%
$561B
$254,000 0.13% of portfolio
716
Q2 2025 Added 1.7%
$153B
$245,000 0.13% of portfolio
10,980
Q2 2025 Reduced 20.12%
$0
$236,000 0.13% of portfolio
2,038
Q1 2025 Reduced 0.1%
$85.9B
$235,000 0.12% of portfolio
2,584
Q1 2025 New
$63.4B
$227,000 0.12% of portfolio
849
Q4 2024 Reduced 58.89%
$60.7B
$227,000 0.12% of portfolio
2,257
Q2 2025 Added 13.99%

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