Ridgecrest Wealth Partners, LLC Portfolio Holdings

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q1 2025

Ridgecrest Wealth Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.8M, Ishares Core Dividend Growth E with a value of $14.4M, Alphabet Inc. with a value of $11.2M, Vanguard Index Fds S&P 500 ETF with a value of $8.86M, and Nvidia Corp with a value of $8.68M.

Examining the 13F form we can see an increase of $6.48M in the current position value, from $183M to 190M.

Below you can find more details about Ridgecrest Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $58.4 Million
Technology: $51.5 Million
Communication Services: $19.5 Million
Consumer Defensive: $12.6 Million
Financial Services: $12.5 Million
Healthcare: $11.8 Million
Consumer Cyclical: $10.7 Million
Energy: $7.47 Million
Other: $5.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$729,000 0.38% of portfolio
2,335
Q1 2025 Reduced 7.89%
$0
$682,000 0.36% of portfolio
24,409
Q1 2025 Added 2.0%
$162B
$654,000 0.34% of portfolio
1,984
Q3 2024 Added 0.46%
$366B
$627,000 0.33% of portfolio
1,712
Q1 2025 Added 21.25%
$258B
$598,000 0.32% of portfolio
6,814
Q1 2025 Added 7.92%
$318B
$579,000 0.31% of portfolio
13,882
Q1 2025 Added 16.83%
$0
$579,000 0.31% of portfolio
6,187
Q4 2024 Reduced 0.13%
$102B
$561,000 0.3% of portfolio
9,211
Q1 2025 Added 5.74%
$191B
$560,000 0.3% of portfolio
19,808
Q1 2025 Added 7.72%
$129B
$515,000 0.27% of portfolio
4,604
Q1 2025 Reduced 0.3%
$392B
$513,000 0.27% of portfolio
981
Q1 2025 Reduced 6.75%
$184B
$506,000 0.27% of portfolio
3,380
Q3 2024 Added 4.58%
$198B
$503,000 0.27% of portfolio
1,873
Q4 2024 Reduced 14.98%
$134B
$485,000 0.26% of portfolio
2,292
Q4 2024 Reduced 0.26%
$1.57B
$498,000 0.26% of portfolio
85,000
Q1 2025 Added 6.25%
$44.4B
$466,000 0.25% of portfolio
3,281
Q4 2024 Added 0.37%
$167B
$451,000 0.24% of portfolio
2,937
Q4 2024 Reduced 0.34%
$171B
$372,000 0.2% of portfolio
972
Q1 2025 Added 9.34%
$0
$369,000 0.19% of portfolio
2,724
Q4 2023 Added 0.74%
$104B
$345,000 0.18% of portfolio
5,751
Q1 2025 Added 7.48%
$130B
$341,000 0.18% of portfolio
4,817
Q1 2025 Reduced 2.61%
$48.5B
$316,000 0.17% of portfolio
2,475
Q1 2025 Added 47.76%
$51.1B
$328,000 0.17% of portfolio
1,098
Q1 2025 Added 0.37%
$17.1B
$324,000 0.17% of portfolio
2,204
Q4 2024 Reduced 24.75%
$105B
$302,000 0.16% of portfolio
1,050
Q4 2024 New
$82.3B
$312,000 0.16% of portfolio
13,746
Q1 2025 Reduced 6.0%
$0
$312,000 0.16% of portfolio
744
Q4 2024 Reduced 28.46%
$28.1B
$297,000 0.16% of portfolio
3,612
Q2 2023 New
$149B
$313,000 0.16% of portfolio
8,498
Q1 2025 Added 0.14%
$89.9B
$299,000 0.16% of portfolio
4,417
Q1 2025 Reduced 26.48%
$0
$280,000 0.15% of portfolio
1,454
Q1 2025 Added 1.39%
$101B
$278,000 0.15% of portfolio
640
Q1 2024 Reduced 16.34%
$0
$278,000 0.15% of portfolio
1,480
Q2 2023 Added 1.37%
$94.2B
$287,000 0.15% of portfolio
2,060
Q1 2025 Added 66.13%
$0
$290,000 0.15% of portfolio
1,096
Q1 2025 New
$0
$290,000 0.15% of portfolio
3,150
Q1 2025 Reduced 14.86%
$0
$291,000 0.15% of portfolio
4,453
Q1 2025 Added 31.82%
$20.9B
$258,000 0.14% of portfolio
2,161
Q1 2025 Added 8.65%
$39.7B
$261,000 0.14% of portfolio
26,084
Q1 2025 Added 0.98%
$75.9B
$266,000 0.14% of portfolio
1,816
Q4 2024 Added 0.67%
$0
$269,000 0.14% of portfolio
1,305
Q2 2024 Added 1.56%
$548B
$246,000 0.13% of portfolio
704
Q4 2024 New
$184B
$221,000 0.12% of portfolio
1,675
Q1 2025 New
$0
$221,000 0.12% of portfolio
4,389
Q1 2025 New
$60.7B
$224,000 0.12% of portfolio
849
Q4 2024 Reduced 58.89%
$0
$225,000 0.12% of portfolio
608
Q4 2024 Added 7.04%
$54.1B
$225,000 0.12% of portfolio
1,100
Q1 2025 New
$68.3B
$228,000 0.12% of portfolio
532
Q1 2025 Added 8.13%
$71.8B
$229,000 0.12% of portfolio
524
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $190 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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