13F HOLDINGS REPORT
RIDGECREST WEALTH PARTNERS, LLC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001860719-25-000005
Total Value
$189.5M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 106,220 | $21.8M | 11.50% |
| 2 | ISHARES TR | 46434V621 | 237,137 | $15.2M | 8.00% |
| 3 | ALPHABET INC | GOOG | 72,502 | $12.8M | 6.74% |
| 4 | VANGUARD INDEX FDS | 922908363 | 20,640 | $11.7M | 6.19% |
| 5 | MICROSOFT CORP | MSFT | 17,018 | $8.5M | 4.47% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,622 | $7.7M | 4.06% |
| 7 | ISHARES TR | 464287200 | 12,066 | $7.5M | 3.95% |
| 8 | ISHARES TR | 464287150 | 50,404 | $6.8M | 3.59% |
| 9 | PROCTER AND GAMBLE CO | 742718109 | 31,229 | $5.0M | 2.63% |
| 10 | SPDR S&P 500 ETF TR | SPY | 6,904 | $4.3M | 2.25% |
| 11 | CHEVRON CORP NEW | CVX | 29,361 | $4.2M | 2.22% |
| 12 | ALPHABET INC | GOOG | 21,524 | $3.8M | 2.02% |
| 13 | NVIDIA CORPORATION | NVDA | 21,547 | $3.4M | 1.80% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $2.9M | 1.54% |
| 15 | INTERNATIONAL BUSINESS MACHS | INTR | 9,796 | $2.9M | 1.52% |
| 16 | S&P GLOBAL INC | SPGI | 4,664 | $2.5M | 1.30% |
| 17 | INVESCO QQQ TR | IVZ | 4,333 | $2.4M | 1.26% |
| 18 | ISHARES TR | 46429B663 | 20,039 | $2.3M | 1.24% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 7,861 | $2.3M | 1.20% |
| 20 | VANGUARD WHITEHALL FDS | 921946406 | 16,159 | $2.2M | 1.14% |
| 21 | COCA COLA CO | KO | 29,808 | $2.1M | 1.11% |
| 22 | JOHNSON & JOHNSON | JNJ | 12,889 | $2.0M | 1.04% |
| 23 | NETFLIX INC | NFLX | 1,435 | $1.9M | 1.01% |
| 24 | CISCO SYS INC | CSCO | 26,981 | $1.9M | 0.99% |
| 25 | AMAZON COM INC | AMZN | 8,399 | $1.8M | 0.97% |
| 26 | EXXON MOBIL CORP | XOM | 17,069 | $1.8M | 0.97% |
| 27 | STARBUCKS CORP | SBUX | 17,485 | $1.6M | 0.85% |
| 28 | TESLA INC | TSLA | 4,881 | $1.6M | 0.82% |
| 29 | ABBVIE INC | ABBV | 8,250 | $1.5M | 0.81% |
| 30 | ORACLE CORP | ORCL-PD | 6,614 | $1.4M | 0.76% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 1,427 | $1.4M | 0.75% |
| 32 | AMGEN INC | AMGN | 4,877 | $1.4M | 0.72% |
| 33 | BRUNSWICK CORP | BC-PC | 23,808 | $1.3M | 0.69% |
| 34 | UNION PAC CORP | UNP | 5,511 | $1.3M | 0.67% |
| 35 | META PLATFORMS INC | META | 1,662 | $1.2M | 0.65% |
| 36 | VANGUARD INDEX FDS | 922908769 | 3,927 | $1.2M | 0.63% |
| 37 | WELLS FARGO CO NEW | 949746101 | 13,998 | $1.1M | 0.59% |
| 38 | BROADCOM INC | AVGO | 3,793 | $1.0M | 0.55% |
| 39 | NORFOLK SOUTHN CORP | 655844108 | 4,060 | $1.0M | 0.55% |
| 40 | APPLIED MATLS INC | 038222105 | 5,609 | $1.0M | 0.54% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,110 | $1.0M | 0.54% |
| 42 | DISNEY WALT CO | 254687106 | 7,738 | $959,651 | 0.51% |
| 43 | ABBOTT LABS | ABLZF | 6,743 | $917,115 | 0.48% |
| 44 | PHILIP MORRIS INTL INC | 718172109 | 4,851 | $883,513 | 0.47% |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 20,254 | $876,399 | 0.46% |
| 46 | MCKESSON CORP | MCK | 1,136 | $832,438 | 0.44% |
| 47 | MERCK & CO INC | MRK | 10,315 | $816,554 | 0.43% |
| 48 | CATERPILLAR INC | CAT | 1,981 | $769,044 | 0.41% |
| 49 | SPDR SERIES TRUST | 78468R788 | 17,710 | $751,612 | 0.40% |
| 50 | SUNRUN INC | RUN | 85,000 | $695,300 | 0.37% |
| 51 | ELI LILLY & CO | LLY | 884 | $689,105 | 0.36% |
| 52 | MCDONALDS CORP | MCD | 2,349 | $686,307 | 0.36% |
| 53 | PFIZER INC | PFE | 28,022 | $679,257 | 0.36% |
| 54 | WALMART INC | WMT | 6,806 | $665,491 | 0.35% |
| 55 | HOME DEPOT INC | HD | 1,722 | $631,525 | 0.33% |
| 56 | SCHWAB STRATEGIC TR | 808524797 | 23,638 | $626,400 | 0.33% |
| 57 | BANK AMERICA CORP | 060505104 | 12,617 | $597,036 | 0.32% |
| 58 | AMERICAN EXPRESS CO | AXP | 1,870 | $596,493 | 0.31% |
| 59 | ISHARES TR | 46429B697 | 6,187 | $580,774 | 0.31% |
| 60 | AT&T INC | T-PC | 19,588 | $566,889 | 0.30% |
| 61 | HONEYWELL INTL INC | 438516106 | 2,289 | $533,062 | 0.28% |
| 62 | SCHWAB CHARLES CORP | SCHW-PJ | 5,768 | $526,272 | 0.28% |
| 63 | GILEAD SCIENCES INC | GILD | 4,304 | $477,184 | 0.25% |
| 64 | QUALCOMM INC | QCOM | 2,937 | $467,736 | 0.25% |
| 65 | PEPSICO INC | PEP | 3,378 | $446,031 | 0.24% |
| 66 | KIMBERLY-CLARK CORP | KMB | 3,269 | $421,439 | 0.22% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 8,115 | $375,643 | 0.20% |
| 68 | SPDR SERIES TRUST | 78464A763 | 2,724 | $369,729 | 0.20% |
| 69 | TCW ETF TRUST | 29287L106 | 5,028 | $365,737 | 0.19% |
| 70 | VANGUARD WORLD FD | 92204A504 | 1,435 | $356,257 | 0.19% |
| 71 | ADOBE INC | ADBE | 897 | $347,031 | 0.18% |
| 72 | ALTRIA GROUP INC | MO | 5,751 | $337,181 | 0.18% |
| 73 | NEXTERA ENERGY INC | NEE-PW | 4,817 | $334,396 | 0.18% |
| 74 | INVESCO EXCH TRADED FD TR II | IVZ | 1,454 | $330,203 | 0.17% |
| 75 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 744 | $327,945 | 0.17% |
| 76 | SELECT SECTOR SPDR TR | 81369Y803 | 1,285 | $325,401 | 0.17% |
| 77 | SPDR GOLD TR | GLD | 1,050 | $320,072 | 0.17% |
| 78 | PUBLIC STORAGE OPER CO | PSA-PS | 1,086 | $318,654 | 0.17% |
| 79 | ISHARES TR | 464287663 | 3,150 | $298,085 | 0.16% |
| 80 | MONDELEZ INTL INC | 609207105 | 4,417 | $297,882 | 0.16% |
| 81 | 3M CO | MMM | 1,928 | $293,519 | 0.15% |
| 82 | DBX ETF TR | 233051150 | 5,139 | $292,306 | 0.15% |
| 83 | ROSS STORES INC | ROST | 2,275 | $290,245 | 0.15% |
| 84 | ISHARES TR | 464287598 | 1,480 | $287,460 | 0.15% |
| 85 | KELLANOVA | BEKE | 3,612 | $287,262 | 0.15% |
| 86 | VANGUARD INDEX FDS | 922908736 | 639 | $280,138 | 0.15% |
| 87 | XYLEM INC | XYL | 2,162 | $279,627 | 0.15% |
| 88 | FORD MTR CO | 345370860 | 25,505 | $276,730 | 0.15% |
| 89 | CLOROX CO DEL | CLX | 2,204 | $264,634 | 0.14% |
| 90 | EATON CORP PLC | ETN | 728 | $259,889 | 0.14% |
| 91 | VISA INC | V | 716 | $254,216 | 0.13% |
| 92 | SYNOPSYS INC | SNPS | 492 | $252,239 | 0.13% |
| 93 | ELEVANCE HEALTH INC | ELV | 640 | $248,934 | 0.13% |
| 94 | RTX CORPORATION | RTX | 1,698 | $247,942 | 0.13% |
| 95 | INTEL CORP | INTC | 10,980 | $245,952 | 0.13% |
| 96 | AMETEK INC | AME | 1,350 | $244,296 | 0.13% |
| 97 | ISHARES TR | 464288570 | 2,038 | $236,734 | 0.12% |
| 98 | BANK NEW YORK MELLON CORP | 064058100 | 2,584 | $235,428 | 0.12% |
| 99 | DIMENSIONAL ETF TRUST | 25434V708 | 6,544 | $234,537 | 0.12% |
| 100 | BLACKSTONE INC | BX | 1,560 | $233,345 | 0.12% |
| 101 | UNITED PARCEL SERVICE INC | UPS | 2,257 | $227,822 | 0.12% |
| 102 | TRAVELERS COMPANIES INC | TRV | 849 | $227,141 | 0.12% |
| 103 | UNITEDHEALTH GROUP INC | UNH | 707 | $220,528 | 0.12% |
| 104 | MOTOROLA SOLUTIONS INC | MSI | 524 | $220,176 | 0.12% |
| 105 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,000 | $217,600 | 0.11% |
| 106 | VANGUARD STAR FDS | 921909768 | 3,117 | $215,354 | 0.11% |
| 107 | SELECT SECTOR SPDR TR | 81369Y886 | 2,619 | $213,868 | 0.11% |
| 108 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 3,650 | $207,503 | 0.11% |
| 109 | NERDWALLET INC | NRDS | 14,218 | $155,971 | 0.08% |
| 110 | DIREXION SHS ETF TR | 25460G260 | 15,635 | $122,578 | 0.06% |
| 111 | AGILON HEALTH INC | AGL | 19,000 | $43,700 | 0.02% |