Q2 2026 13F · SEC CIK 1860719

Ridgecrest Wealth Partners, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.3M
Reported positions: 111
Top holdings a year, 3 yrs: +22.2%
Assets under management: $705.1M

Ridgecrest Wealth Partners, LLC is a wealth manager that reported 111 positions worth $207.3M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Alphabet Inc (GOOGL, 10.9%), Apple Inc (AAPL, 10.7%), Ishares Core Dividend Growth ETF (DGRO, 6.6%). A portfolio copying its top holdings returned 22.2% a year over the last 3 years, against 20.4% for the S&P 500.

Ridgecrest Wealth Partners, LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ridgecrest Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	10.9%	7.0%	63,336	+43.9%	$22.6M
AAPLApple Inc	10.7%	10.8%	76,989	-0.5%	$22.3M
DGROIshares Core Dividend Growth ETF	6.6%	6.9%	181,702	+1.4%	$13.8M
NVDANvidia Corporation Com	6.5%	6.8%	67,440	-4.5%	$13.5M
VOOVanguard S&p 500 ETF	5.4%	5.3%	16,235	+1.9%	$11.2M
IVVIshares Core S&p 500 ETF	3.6%	3.7%	9,999	-3.3%	$7.5M
VIGVanguard Dividend Appreciation ETF	3.3%	3.5%	29,329	-0.8%	$6.9M
ITOTIshares Total US Stock Market ETF	3.1%	3.1%	39,536	-1.3%	$6.5M
GOOGAlphabet Inc	3.1%	2.9%	17,955	-0.8%	$6.3M
MSFTMicrosoft Corp	2.7%	3.1%	15,127	+0.1%	$5.6M
CVXChevron Corp New	2.2%	3.1%	27,261	-0.4%	$4.5M
AVGOBroadcom Inc	2.0%	3.8%	11,239	-49.7%	$4.2M
AMATApplied Matls Inc	2.0%	1.1%	5,621	+0.1%	$4.1M
PGProcter & Gamble Co Com	1.6%	1.8%	22,493	-0.5%	$3.3M
CSCOCisco Sys Inc	1.5%	1.2%	27,276	+1.2%	$3.2M
BRK-ABerkshire Hathaway Inc Del	1.4%	1.6%	4	+0.0%	$3.0M
VYMVym	1.3%	1.4%	17,142	+0.0%	$2.7M
SPYSpdr S&p 500 ETF Tr	1.3%	1.4%	3,515	-7.0%	$2.6M
HDVIshares Tr	1.3%	1.4%	95,357	+394.7%	$2.6M
KOCoca Cola Co	1.1%	1.2%	28,316	+0.0%	$2.3M
ABBVAbbvie Inc	1.0%	1.0%	8,339	+0.0%	$2.1M
JPMJpmorgan Chase & Co	0.9%	1.1%	6,016	-12.4%	$2.0M
BCBrunswick Corp	0.9%	1.0%	23,108	-2.9%	$1.9M
AMZNAmazon Com Inc Com	0.9%	0.9%	7,989	+7.9%	$1.9M
IBMInternational Business Machs	0.9%	0.9%	6,662	-0.0%	$1.9M
CATCaterpillar Inc Com	0.8%	0.6%	1,653	-0.4%	$1.8M
78409V112S&p Global Inc	0.8%	—	4,232	—	$1.7M
AMGNAmgen Inc Com	0.8%	0.8%	4,325	+2.5%	$1.6M
TSLATesla Inc Com	0.7%	0.8%	3,626	-9.2%	$1.5M
JNJJohnson & Johnson	0.7%	0.8%	5,897	-0.5%	$1.5M
NFLXNetflix Inc Total	0.7%	1.0%	19,229	+6.1%	$1.4M
XOMExxon Mobil Corp	0.6%	0.9%	9,526	+0.0%	$1.3M
NSCNorfolk Southn Corp	0.6%	0.6%	4,060	+0.0%	$1.3M
VTIVanguard Index Fds	0.6%	0.6%	3,327	-6.2%	$1.2M
UNPUnion Pac Corp	0.5%	0.6%	4,157	+0.0%	$1.1M
INTCIntel Corp	0.5%	—	8,009	—	$1.1M
WFCWells Fargo Co New	0.5%	0.6%	12,850	-7.5%	$1.1M
LLYLilly Eli & Co	0.5%	0.4%	884	+2.8%	$1.1M
RUNSunrun Inc	0.5%	0.6%	79,000	+0.0%	$1.1M
SPYDSpdr Series Trust	0.5%	0.5%	22,035	+0.9%	$1.1M
COSTCostco Whsl Corp New	0.5%	0.6%	1,115	+4.8%	$1.0M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	2,031	-2.4%	$1.0M
QQQInvesco Qqq Tr	0.5%	0.5%	1,323	-11.1%	$974K
METAMeta Platforms Inc Class A	0.5%	0.5%	1,712	+9.3%	$964K
MRKMerck & Co. Inc	0.4%	0.5%	7,002	+2.4%	$900K
PMPhilip Morris Intl Inc Com	0.4%	0.5%	4,961	+0.0%	$897K
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	10,278	+0.0%	$879K
SCHDSchwab Strategic Tr	0.4%	0.5%	25,766	-6.6%	$817K
MCKMckesson Corp Com	0.4%	0.5%	1,024	+0.0%	$774K
BACBank of Amer Corp	0.3%	—	12,120	—	$691K

What Ridgecrest Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

HDV Ishares Tr+394.7% shares
GOOGL Alphabet Inc+43.9% shares
META Meta Platforms Inc Class A+9.3% shares
AMZN Amazon Com Inc Com+7.9% shares
NFLX Netflix Inc Total+6.1% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.3% /yr; S&P 500 +20.1%
3 years: +22.2% /yr; S&P 500 +20.4%
5 years: +14.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$207.3M	111
Q1 2026	$181.2M	96
Q4 2025	$184.4M	103
Q3 2025	$221.2M	118
Q2 2025	$189.5M	111
Q1 2025	$190.9M	112
Q4 2024	$184.4M	107
Q3 2024	$191.8M	112
Q2 2024	$166.1M	106
Q1 2024	$168.0M	109
Q4 2023	$151.3M	99
Q3 2023	$142.6M	97

Questions about Ridgecrest Wealth Partners, LLC's portfolio

What stocks does Ridgecrest Wealth Partners, LLC own?

Ridgecrest Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 111 positions worth $207.3M. The largest are Alphabet Inc (GOOGL) at 10.9%, Apple Inc (AAPL) at 10.7%, Ishares Core Dividend Growth ETF (DGRO) at 6.6%, Nvidia Corporation Com (NVDA) at 6.5% and Vanguard S&p 500 ETF (VOO) at 5.4%.

What did Ridgecrest Wealth Partners, LLC buy last quarter?

In Q2 2026, Ridgecrest Wealth Partners, LLC added Ishares Tr (HDV) (+394.7% shares), Alphabet Inc (GOOGL) (+43.9% shares) and Meta Platforms Inc Class A (META) (+9.3% shares), compared with its Q1 2026 filing.

What did Ridgecrest Wealth Partners, LLC sell last quarter?

In Q2 2026, Ridgecrest Wealth Partners, LLC cut from its top 50 S&P Global Inc. (SPGI), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Abbott Laboratories (ABT), Broadcom Inc (AVGO) (-49.7% shares), Jpmorgan Chase & Co (JPM) (-12.4% shares) and Invesco Qqq Tr (QQQ) (-11.1% shares), compared with its Q1 2026 filing.

How has Ridgecrest Wealth Partners, LLC's portfolio performed?

A portfolio copying Ridgecrest Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.3% against +20.1%. Over 5 years: +14.1% a year against +11.6%.

When is Ridgecrest Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ridgecrest Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ridgecrest Wealth Partners, LLC manage?

Ridgecrest Wealth Partners, LLC reported $705.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.3M.