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
$608B
$689,000 0.37% of portfolio
884
Q2 2025 Reduced 2.96%
$138B
$679,000 0.36% of portfolio
28,022
Q2 2025 Reduced 4.41%
$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%
$0
$626,000 0.33% of portfolio
23,638
Q2 2025 Reduced 3.16%
$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%
$0
$580,000 0.31% of portfolio
6,187
Q4 2024 Reduced 0.13%
$203B
$566,000 0.3% of portfolio
19,588
Q2 2025 Reduced 1.11%
$146B
$533,000 0.28% of portfolio
2,289
Q2 2025 Reduced 0.13%
$179B
$526,000 0.28% of portfolio
5,768
Q3 2024 Added 0.87%
$150B
$477,000 0.25% of portfolio
4,304
Q2 2025 Reduced 6.52%
$173B
$467,000 0.25% of portfolio
2,937
Q4 2024 Reduced 0.34%
$202B
$446,000 0.24% of portfolio
3,378
Q2 2025 Reduced 0.06%
$45.1B
$421,000 0.22% of portfolio
3,269
Q2 2025 Reduced 0.37%
$99B
$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%
$157B
$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%
$141B
$334,000 0.18% of portfolio
4,817
Q1 2025 Reduced 2.61%
$118B
$337,000 0.18% of portfolio
5,751
Q1 2025 Added 7.48%
$106B
$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%
$49.2B
$318,000 0.17% of portfolio
1,086
Q2 2025 Reduced 1.09%
$87.3B
$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%
$84.1B
$297,000 0.16% of portfolio
4,417
Q1 2025 Reduced 26.48%
$27.3B
$287,000 0.15% of portfolio
3,612
Q2 2023 New
$51.4B
$290,000 0.15% of portfolio
2,275
Q2 2025 Reduced 8.08%
$25.8B
$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%
$44.4B
$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%
$15.2B
$264,000 0.14% of portfolio
2,204
Q4 2024 Reduced 24.75%
$145B
$259,000 0.14% of portfolio
728
Q2 2025 New
$70.7B
$248,000 0.13% of portfolio
640
Q1 2024 Reduced 16.34%
$229B
$247,000 0.13% of portfolio
1,698
Q2 2025 Added 1.37%
$42.5B
$244,000 0.13% of portfolio
1,350
Q4 2023 New
$95.7B
$252,000 0.13% of portfolio
492
Q2 2025 Reduced 7.52%
$551B
$254,000 0.13% of portfolio
716
Q2 2025 Added 1.7%
$89.6B
$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%
$83.7B
$235,000 0.12% of portfolio
2,584
Q1 2025 New
$61.9B
$227,000 0.12% of portfolio
849
Q4 2024 Reduced 58.89%
$63.8B
$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
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