13F HOLDINGS REPORT
RIDGECREST WEALTH PARTNERS, LLC
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001860719-25-000007
Total Value
$221.2M
Positions
118
Other Managers
0
Confidential Omitted
No
Holdings (118)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 106,058 | $27.0M | 12.21% |
| 2 | ALPHABET INC | GOOG | 71,167 | $17.3M | 7.82% |
| 3 | ISHARES TR | 46434V621 | 235,879 | $16.1M | 7.26% |
| 4 | NVIDIA CORPORATION | NVDA | 69,532 | $13.0M | 5.87% |
| 5 | VANGUARD INDEX FDS | 922908363 | 20,047 | $12.3M | 5.55% |
| 6 | MICROSOFT CORP | MSFT | 17,032 | $8.8M | 3.99% |
| 7 | VANGUARD SPECIALIZED FUNDS | 921908844 | 38,068 | $8.2M | 3.71% |
| 8 | ISHARES TR | 464287200 | 12,065 | $8.1M | 3.65% |
| 9 | ISHARES TR | 464287150 | 49,697 | $7.2M | 3.27% |
| 10 | ALPHABET INC | GOOG | 21,387 | $5.2M | 2.36% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 31,029 | $4.8M | 2.16% |
| 12 | SPDR S&P 500 ETF TR | SPY | 6,634 | $4.4M | 2.00% |
| 13 | CHEVRON CORP NEW | CVX | 27,611 | $4.3M | 1.94% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.0M | 1.36% |
| 15 | INTERNATIONAL BUSINESS MACHS | INTR | 9,851 | $2.8M | 1.26% |
| 16 | INVESCO QQQ TR | IVZ | 4,333 | $2.6M | 1.18% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 7,903 | $2.5M | 1.13% |
| 18 | ISHARES TR | 46429B663 | 20,278 | $2.5M | 1.12% |
| 19 | JOHNSON & JOHNSON | JNJ | 12,975 | $2.4M | 1.09% |
| 20 | VANGUARD WHITEHALL FDS | 921946406 | 16,449 | $2.3M | 1.05% |
| 21 | S&P GLOBAL INC | SPGI | 4,664 | $2.3M | 1.03% |
| 22 | COCA COLA CO | KO | 29,808 | $2.0M | 0.89% |
| 23 | TESLA INC | TSLA | 4,406 | $2.0M | 0.89% |
| 24 | EXXON MOBIL CORP | XOM | 17,241 | $1.9M | 0.88% |
| 25 | ABBVIE INC | ABBV | 8,252 | $1.9M | 0.86% |
| 26 | AMAZON COM INC | AMZN | 8,485 | $1.9M | 0.84% |
| 27 | CISCO SYS INC | CSCO | 27,041 | $1.9M | 0.84% |
| 28 | NETFLIX INC | NFLX | 1,435 | $1.7M | 0.78% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 1,825 | $1.7M | 0.76% |
| 30 | ORACLE CORP | ORCL-PD | 5,889 | $1.7M | 0.75% |
| 31 | BRUNSWICK CORP | BC-PC | 23,808 | $1.5M | 0.68% |
| 32 | SUNRUN INC | RUN | 85,000 | $1.5M | 0.66% |
| 33 | AMGEN INC | AMGN | 4,627 | $1.3M | 0.59% |
| 34 | UNION PAC CORP | UNP | 5,511 | $1.3M | 0.59% |
| 35 | VANGUARD INDEX FDS | 922908769 | 3,908 | $1.3M | 0.58% |
| 36 | STARBUCKS CORP | SBUX | 14,892 | $1.3M | 0.57% |
| 37 | NORFOLK SOUTHN CORP | 655844108 | 4,060 | $1.2M | 0.55% |
| 38 | BROADCOM INC | AVGO | 3,694 | $1.2M | 0.55% |
| 39 | META PLATFORMS INC | META | 1,659 | $1.2M | 0.55% |
| 40 | WELLS FARGO CO NEW | 949746101 | 13,998 | $1.2M | 0.53% |
| 41 | APPLIED MATLS INC | 038222105 | 5,609 | $1.1M | 0.52% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,058 | $1.0M | 0.47% |
| 43 | CATERPILLAR INC | CAT | 1,981 | $945,234 | 0.43% |
| 44 | SPDR SERIES TRUST | 78468R788 | 21,325 | $938,300 | 0.42% |
| 45 | TOAST INC | TOST | 25,030 | $913,845 | 0.41% |
| 46 | ABBOTT LABS | ABLZF | 6,743 | $903,157 | 0.41% |
| 47 | IONQ INC | IONQ-WT | 14,529 | $893,534 | 0.40% |
| 48 | DISNEY WALT CO | 254687106 | 7,739 | $886,059 | 0.40% |
| 49 | MCKESSON CORP | MCK | 1,136 | $877,605 | 0.40% |
| 50 | VERIZON COMMUNICATIONS INC | VZ | 19,781 | $869,384 | 0.39% |
| 51 | MERCK & CO INC | MRK | 10,316 | $865,801 | 0.39% |
| 52 | PHILIP MORRIS INTL INC | 718172109 | 4,951 | $803,052 | 0.36% |
| 53 | PFIZER INC | PFE | 28,502 | $726,238 | 0.33% |
| 54 | HOME DEPOT INC | HD | 1,772 | $718,158 | 0.32% |
| 55 | MCDONALDS CORP | MCD | 2,346 | $712,926 | 0.32% |
| 56 | WALMART INC | WMT | 6,806 | $701,426 | 0.32% |
| 57 | ELI LILLY & CO | LLY | 887 | $676,781 | 0.31% |
| 58 | SCHWAB STRATEGIC TR | 808524797 | 24,391 | $665,863 | 0.30% |
| 59 | BANK AMERICA CORP | 060505104 | 12,617 | $650,911 | 0.29% |
| 60 | AMERICAN EXPRESS CO | AXP | 1,870 | $621,139 | 0.28% |
| 61 | ISHARES TR | 46429B697 | 6,187 | $588,631 | 0.27% |
| 62 | SCHWAB CHARLES CORP | SCHW-PJ | 5,783 | $552,103 | 0.25% |
| 63 | AT&T INC | T-PC | 19,289 | $544,721 | 0.25% |
| 64 | HONEYWELL INTL INC | 438516106 | 2,389 | $502,885 | 0.23% |
| 65 | QUALCOMM INC | QCOM | 2,937 | $488,616 | 0.22% |
| 66 | GILEAD SCIENCES INC | GILD | 4,304 | $477,744 | 0.22% |
| 67 | PEPSICO INC | PEP | 3,362 | $472,159 | 0.21% |
| 68 | KIMBERLY-CLARK CORP | KMB | 3,269 | $406,467 | 0.18% |
| 69 | TCW ETF TRUST | 29287L106 | 5,028 | $394,597 | 0.18% |
| 70 | SPDR SERIES TRUST | 78464A763 | 2,724 | $381,496 | 0.17% |
| 71 | ALTRIA GROUP INC | MO | 5,751 | $379,911 | 0.17% |
| 72 | SPDR GOLD TR | GLD | 1,050 | $373,244 | 0.17% |
| 73 | VANGUARD WORLD FD | 92204A504 | 1,435 | $372,548 | 0.17% |
| 74 | INTEL CORP | INTC | 11,004 | $369,184 | 0.17% |
| 75 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 8,115 | $365,987 | 0.17% |
| 76 | NEXTERA ENERGY INC | NEE-PW | 4,817 | $363,635 | 0.16% |
| 77 | SELECT SECTOR SPDR TR | 81369Y803 | 1,285 | $362,190 | 0.16% |
| 78 | INVESCO EXCH TRADED FD TR II | IVZ | 1,454 | $359,312 | 0.16% |
| 79 | ROSS STORES INC | ROST | 2,275 | $346,687 | 0.16% |
| 80 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 744 | $345,137 | 0.16% |
| 81 | VANGUARD INDEX FDS | 922908736 | 717 | $343,880 | 0.16% |
| 82 | XYLEM INC | XYL | 2,162 | $318,911 | 0.14% |
| 83 | ADOBE INC | ADBE | 895 | $315,711 | 0.14% |
| 84 | DBX ETF TR | 233051150 | 5,139 | $315,252 | 0.14% |
| 85 | ISHARES TR | 464287663 | 3,150 | $314,843 | 0.14% |
| 86 | PUBLIC STORAGE OPER CO | PSA-PS | 1,086 | $313,691 | 0.14% |
| 87 | 3M CO | MMM | 1,984 | $307,916 | 0.14% |
| 88 | ISHARES TR | 464287598 | 1,480 | $301,313 | 0.14% |
| 89 | KELLANOVA | BEKE | 3,657 | $299,920 | 0.14% |
| 90 | RTX CORPORATION | RTX | 1,668 | $279,106 | 0.13% |
| 91 | D-WAVE QUANTUM INC | QBTS | 11,191 | $276,530 | 0.13% |
| 92 | MONDELEZ INTL INC | 609207105 | 4,417 | $275,930 | 0.12% |
| 93 | EATON CORP PLC | ETN | 728 | $272,454 | 0.12% |
| 94 | CLOROX CO DEL | CLX | 2,204 | $271,753 | 0.12% |
| 95 | BLACKSTONE INC | BX | 1,560 | $266,526 | 0.12% |
| 96 | ISHARES TR | 464288570 | 2,038 | $256,686 | 0.12% |
| 97 | AMETEK INC | AME | 1,350 | $253,800 | 0.11% |
| 98 | DIMENSIONAL ETF TRUST | 25434V708 | 6,544 | $252,402 | 0.11% |
| 99 | BANK NEW YORK MELLON CORP | 064058100 | 2,291 | $249,627 | 0.11% |
| 100 | FORD MTR CO | 345370860 | 20,723 | $247,848 | 0.11% |
| 101 | SYNOPSYS INC | SNPS | 495 | $244,228 | 0.11% |
| 102 | UNITEDHEALTH GROUP INC | UNH | 707 | $244,043 | 0.11% |
| 103 | VISA INC | V | 712 | $243,063 | 0.11% |
| 104 | BLACKROCK ETF TRUST II | BLK | 4,750 | $240,683 | 0.11% |
| 105 | MOTOROLA SOLUTIONS INC | MSI | 524 | $239,478 | 0.11% |
| 106 | TRAVELERS COMPANIES INC | TRV | 849 | $237,058 | 0.11% |
| 107 | UNITED PARCEL SERVICE INC | UPS | 2,757 | $230,292 | 0.10% |
| 108 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,000 | $230,080 | 0.10% |
| 109 | VANGUARD STAR FDS | 921909768 | 3,117 | $228,975 | 0.10% |
| 110 | SELECT SECTOR SPDR TR | 81369Y886 | 2,619 | $228,403 | 0.10% |
| 111 | LULULEMON ATHLETICA INC | LULU | 1,200 | $213,516 | 0.10% |
| 112 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 3,650 | $208,415 | 0.09% |
| 113 | ELEVANCE HEALTH INC FORMERLY | ELV | 640 | $206,797 | 0.09% |
| 114 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,088 | $206,394 | 0.09% |
| 115 | SOUTHERN CO | SOMN | 2,165 | $205,205 | 0.09% |
| 116 | ETF OPPORTUNITIES TRUST | 26923N744 | 4,350 | $203,798 | 0.09% |
| 117 | NERDWALLET INC | NRDS | 14,218 | $152,986 | 0.07% |
| 118 | DIREXION SHS ETF TR | 25460G260 | 23,985 | $129,039 | 0.06% |