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Size ($ in 1000's)
At 09/30/2025: $221,172
At 06/30/2025: $189,456Ridgecrest Wealth Partners LLC AUM history
Ridgecrest Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ridgecrest Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Ridgecrest Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Ridgecrest Wealth Partners LLC.
In the Ridgecrest Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ridgecrest Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Ridgecrest Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
106,058 |
-162 |
$27,006 | | AAPL | 106,058 | -162 | $27,006 | | ALPHABET INC |
71,167 |
-1,335 |
$17,301 | | GOOGL | 71,167 | -1,335 | $17,301 | | ISHARES TR (DGRO) |
235,879 |
-1,258 |
$16,059 | | DGRO | 235,879 | -1,258 | $16,059 | | NVIDIA CORPORATION |
69,532 |
+47,985 |
$12,973 | | NVDA | 69,532 | +47,985 | $12,973 | | VANGUARD INDEX FDS (VOO) |
20,047 |
-593 |
$12,277 | | VOO | 20,047 | -593 | $12,277 | | MICROSOFT CORP |
17,032 |
+14 |
$8,821 | | MSFT | 17,032 | +14 | $8,821 | | VANGUARD SPECIALIZED FUNDS (VIG) |
38,068 |
+446 |
$8,215 | | VIG | 38,068 | +446 | $8,215 | | ISHARES TR (IVV) |
12,065 |
-1 |
$8,075 | | IVV | 12,065 | -1 | $8,075 | | ISHARES TR (ITOT) |
49,697 |
-707 |
$7,238 | | ITOT | 49,697 | -707 | $7,238 | | ALPHABET INC |
21,387 |
-137 |
$5,209 | | GOOG | 21,387 | -137 | $5,209 | | PROCTER AND GAMBLE CO |
31,029 |
-200 |
$4,768 | | PG | 31,029 | -200 | $4,768 | | SPDR S&P 500 ETF TR (SPY) |
6,634 |
-270 |
$4,420 | | SPY | 6,634 | -270 | $4,420 | | CHEVRON CORP NEW |
27,611 |
-1,750 |
$4,288 | | CVX | 27,611 | -1,750 | $4,288 |  BERKSHIRE HATHAWAY INC DEL |
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$4,052 | | BRK.A | 4 | UNCH | $3,017 | | BRK.B | 2,058 | -52 | $1,035 | | INTERNATIONAL BUSINESS MACHS |
9,851 |
+55 |
$2,780 | | IBM | 9,851 | +55 | $2,780 | | INVESCO QQQ TR |
4,333 |
UNCH |
$2,601 | | QQQ | 4,333 | UNCH | $2,601 | | JPMORGAN CHASE & CO. |
7,903 |
+42 |
$2,493 | | JPM | 7,903 | +42 | $2,493 | | ISHARES TR (HDV) |
20,278 |
+239 |
$2,483 | | HDV | 20,278 | +239 | $2,483 | | JOHNSON & JOHNSON |
12,975 |
+86 |
$2,406 | | JNJ | 12,975 | +86 | $2,406 | | VANGUARD WHITEHALL FDS (VYM) |
16,449 |
+290 |
$2,318 | | VYM | 16,449 | +290 | $2,318 | | S&P GLOBAL INC |
4,664 |
UNCH |
$2,270 | | SPGI | 4,664 | UNCH | $2,270 | | COCA COLA CO |
29,808 |
UNCH |
$1,977 | | KO | 29,808 | UNCH | $1,977 | | TESLA INC |
4,406 |
-475 |
$1,960 | | TSLA | 4,406 | -475 | $1,960 | | EXXON MOBIL CORP |
17,241 |
+172 |
$1,944 | | XOM | 17,241 | +172 | $1,944 | | ABBVIE INC |
8,252 |
+2 |
$1,911 | | ABBV | 8,252 | +2 | $1,911 | | AMAZON COM INC |
8,485 |
+86 |
$1,863 | | AMZN | 8,485 | +86 | $1,863 | | CISCO SYS INC |
27,041 |
+60 |
$1,850 | | CSCO | 27,041 | +60 | $1,850 | | NETFLIX INC |
1,435 |
UNCH |
$1,720 | | NFLX | 1,435 | UNCH | $1,720 | | COSTCO WHSL CORP NEW |
1,825 |
+398 |
$1,689 | | COST | 1,825 | +398 | $1,689 | | ORACLE CORP |
5,889 |
-725 |
$1,656 | | ORCL | 5,889 | -725 | $1,656 | | BRUNSWICK CORP |
23,808 |
UNCH |
$1,506 | | BC | 23,808 | UNCH | $1,506 | | SUNRUN INC |
85,000 |
UNCH |
$1,470 | | RUN | 85,000 | UNCH | $1,470 | | AMGEN INC |
4,627 |
-250 |
$1,306 | | AMGN | 4,627 | -250 | $1,306 | | UNION PAC CORP |
5,511 |
UNCH |
$1,303 | | UNP | 5,511 | UNCH | $1,303 | | VANGUARD INDEX FDS (VTI) |
3,908 |
-19 |
$1,282 | | VTI | 3,908 | -19 | $1,282 | | STARBUCKS CORP |
14,892 |
-2,593 |
$1,260 | | SBUX | 14,892 | -2,593 | $1,260 | | NORFOLK SOUTHN CORP |
4,060 |
UNCH |
$1,220 | | NSC | 4,060 | UNCH | $1,220 | | BROADCOM INC |
3,694 |
-99 |
$1,219 | | AVGO | 3,694 | -99 | $1,219 | | META PLATFORMS INC |
1,659 |
-3 |
$1,218 | | META | 1,659 | -3 | $1,218 | | WELLS FARGO CO NEW |
13,998 |
UNCH |
$1,173 | | WFC | 13,998 | UNCH | $1,173 | | APPLIED MATLS INC |
5,609 |
UNCH |
$1,148 | | AMAT | 5,609 | UNCH | $1,148 | | CATERPILLAR INC |
1,981 |
UNCH |
$945 | | CAT | 1,981 | UNCH | $945 | | SPDR SERIES TRUST (SPYD) |
21,325 |
+3,615 |
$938 | | SPYD | 21,325 | +3,615 | $938 | | TOAST INC |
25,030 |
+25,030 |
$914 | | TOST | 25,030 | +25,030 | $914 | | ABBOTT LABS |
6,743 |
UNCH |
$903 | | ABT | 6,743 | UNCH | $903 | | IONQ INC |
14,529 |
+14,529 |
$894 | | IONQ | 14,529 | +14,529 | $894 | | DISNEY WALT CO |
7,739 |
+1 |
$886 | | DIS | 7,739 | +1 | $886 | | MCKESSON CORP |
1,136 |
UNCH |
$878 | | MCK | 1,136 | UNCH | $878 | | VERIZON COMMUNICATIONS INC |
19,781 |
-473 |
$869 | | VZ | 19,781 | -473 | $869 | | MERCK & CO INC |
10,316 |
+1 |
$866 | | MRK | 10,316 | +1 | $866 |
See Full List: All Stocks Held By Ridgecrest Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ridgecrest Wealth Partners LLC
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