Institutional Manager · CIK 0001860719
RIDGECREST WEALTH PARTNERS, LLC
MILL VALLEY, CA · File #028-21260
Latest AUM
$184.4M
Positions
103
Top-10 Concentration
61.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025103 pos · $184.4M
- 13F HOLDINGS REPORTQ/E Sep 2025118 pos · $221.2M
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $189.5M
- 13F HOLDINGS REPORTQ/E Mar 2025112 pos · $190.9M
- 13F HOLDINGS REPORTQ/E Dec 2024107 pos · $184.4M
- 13F HOLDINGS REPORTQ/E Sep 2024112 pos · $191.8M
- 13F HOLDINGS REPORTQ/E Jun 2024106 pos · $166.1M
- 13F HOLDINGS REPORTQ/E Mar 2024109 pos · $168.0M
- 13F HOLDINGS REPORTQ/E Dec 202397 pos · $142.6M
- 13F HOLDINGS REPORTQ/E Sep 2023103 pos · $151.2M
- 13F HOLDINGS REPORTQ/E Jun 202397 pos · $140.3M
- 13F HOLDINGS REPORTQ/E Mar 202394 pos · $131.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 77,576 | $21.1M | 12.64% |
| 2 | ALPHABET INC | GOOG | 44,634 | $14.0M | 8.37% |
| 3 | NVIDIA CORPORATION | NVDA | 70,437 | $13.1M | 7.87% |
| 4 | ISHARES TR | 46434V621 | 172,404 | $12.0M | 7.17% |
| 5 | VANGUARD INDEX FDS | 922908363 | 13,249 | $8.3M | 4.98% |
| 6 | BROADCOM INC | AVGO | 22,340 | $7.7M | 4.63% |
| 7 | MICROSOFT CORP | MSFT | 15,018 | $7.3M | 4.35% |
| 8 | ISHARES TR | 464287200 | 10,311 | $7.1M | 4.23% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 29,187 | $6.4M | 3.84% |
| 10 | ISHARES TR | 464287150 | 40,821 | $6.1M | 3.64% |
| 11 | ALPHABET INC | GOOG | 19,148 | $6.0M | 3.60% |
| 12 | CHEVRON CORP NEW | CVX | 26,895 | $4.1M | 2.46% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 22,179 | $3.2M | 1.90% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.0M | 1.81% |
| 15 | S&P GLOBAL INC | SPGI | 4,664 | $2.4M | 1.46% |
| 16 | SPDR S&P 500 ETF TR | SPY | 3,381 | $2.3M | 1.38% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 15,946 | $2.3M | 1.37% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 6,866 | $2.2M | 1.33% |
| 19 | CISCO SYS INC | CSCO | 26,760 | $2.1M | 1.24% |
| 20 | ISHARES TR | 46429B663 | 16,921 | $2.1M | 1.23% |