Ridgecrest Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Ridgecrest Wealth Partners, Llc disclosed 109 stock positions valued at approximately $207.28M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, APPLE INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $207.28M
Holdings by Sector
Ridgecrest Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 10.92% | 63,336 | +19,318 | +43.89% | $22,634,455 |
| APPLE INC | AAPL | Technology | 10.75% | 76,989 | -419 | -0.54% | $22,277,586 |
| ISHARES TR | DGRO | Other | 6.64% | 181,702 | +2,502 | +1.40% | $13,771,209 |
| NVIDIA CORPORATION | NVDA | Technology | 6.51% | 67,440 | -3,158 | -4.47% | $13,494,092 |
| VANGUARD INDEX FDS | VOO | Other | 5.38% | 16,235 | +305 | +1.91% | $11,150,213 |
| ISHARES TR | IVV | Other | 3.61% | 9,999 | -340 | -3.29% | $7,488,151 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.35% | 29,329 | -222 | -0.75% | $6,939,875 |
| ISHARES TR | ITOT | Other | 3.13% | 39,536 | -526 | -1.31% | $6,494,625 |
| ALPHABET INC | GOOG | Communication Services | 3.06% | 17,955 | -147 | -0.81% | $6,343,988 |
| MICROSOFT CORP | MSFT | Technology | 2.72% | 15,127 | +10 | +0.07% | $5,642,832 |
| CHEVRON CORPORATION | CVX | Energy | 2.18% | 27,261 | -117 | -0.43% | $4,518,783 |
| BROADCOM INC | AVGO | Technology | 2.05% | 11,239 | -11,106 | -49.70% | $4,245,399 |
| APPLIED MATLS INC | AMAT | Technology | 1.96% | 5,621 | +8 | +0.14% | $4,064,048 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.59% | 22,493 | -105 | -0.46% | $3,298,374 |
| CISCO SYS INC | CSCO | Technology | 1.55% | 27,276 | +318 | +1.18% | $3,203,797 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.45% | 4 | - | - | $2,995,400 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.31% | 17,142 | - | - | $2,708,950 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.27% | 3,515 | -266 | -7.04% | $2,624,746 |
| ISHARES TR | HDV | Other | 1.26% | 95,357 | +76,080 | +394.67% | $2,613,737 |
| COCA COLA CO | KO | Consumer Defensive | 1.11% | 28,316 | - | - | $2,301,241 |
| ABBVIE INC | ABBV | Healthcare | 1.01% | 8,339 | +1 | +0.01% | $2,098,303 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.95% | 6,016 | -851 | -12.39% | $1,969,153 |
| BRUNSWICK CORP | BC | Consumer Cyclical | 0.94% | 23,108 | -700 | -2.94% | $1,946,618 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.92% | 7,989 | +584 | +7.89% | $1,904,079 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.90% | 6,662 | -1 | -0.02% | $1,873,421 |
| CATERPILLAR INC | CAT | Industrials | 0.85% | 1,653 | -7 | -0.42% | $1,760,280 |
| AMGEN INC | AMGN | Healthcare | 0.76% | 4,325 | +104 | +2.46% | $1,566,169 |
| TESLA INC | TSLA | Consumer Cyclical | 0.74% | 3,626 | -369 | -9.24% | $1,524,895 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.72% | 5,897 | -28 | -0.47% | $1,497,589 |
| NETFLIX INC. | NFLX | Communication Services | 0.66% | 19,229 | +1,098 | +6.06% | $1,372,943 |
Showing 30 of 109 holdings in the latest reporting period.