As of 06/30/2026, Ridgecrest Wealth Partners LLC reported a 13F portfolio value of $206.02M, up from $181.17M for the prior reporting period. The largest reported positions included Alphabet, Apple, Ishares TR (DGRO), Nvidia Corporation, and Vanguard Index FDS (VOO).
The table below shows the Ridgecrest Wealth Partners LLC top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Ridgecrest Wealth Partners LLC latest 13F summary
- Reporting date: 06/30/2026
- Reported 13F portfolio value: $206.02 million
- Prior reported value: $181.17 million
- Largest reported holding: Alphabet
- Other top holdings: Apple, Ishares TR (DGRO), Nvidia Corporation, Vanguard Index FDS (VOO)
| Entity | Amount | Change
03/31/2026 to 06/30/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ALPHABET INC |
63,336 | +19,318 | $22,634 |
| GOOGL | 63,336 | +19,318 | $22,634 |
| APPLE INC |
76,989 | -419 | $22,278 |
| AAPL | 76,989 | -419 | $22,278 |
| ISHARES TR (DGRO) |
181,702 | +2,502 | $13,771 |
| DGRO | 181,702 | +2,502 | $13,771 |
| NVIDIA CORPORATION |
67,440 | -3,158 | $13,494 |
| NVDA | 67,440 | -3,158 | $13,494 |
| VANGUARD INDEX FDS (VOO) |
16,235 | +305 | $11,150 |
| VOO | 16,235 | +305 | $11,150 |
| ISHARES TR (IVV) |
9,999 | -340 | $7,488 |
| IVV | 9,999 | -340 | $7,488 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
29,329 | -222 | $6,940 |
| VIG | 29,329 | -222 | $6,940 |
| ISHARES TR (ITOT) |
39,536 | -526 | $6,495 |
| ITOT | 39,536 | -526 | $6,495 |
| ALPHABET INC |
17,955 | -147 | $6,344 |
| GOOG | 17,955 | -147 | $6,344 |
| MICROSOFT CORP |
15,127 | +10 | $5,643 |
| MSFT | 15,127 | +10 | $5,643 |
| CHEVRON CORPORATION |
27,261 | -117 | $4,519 |
| CVX | 27,261 | -117 | $4,519 |
| BROADCOM INC |
11,239 | -11,106 | $4,245 |
| AVGO | 11,239 | -11,106 | $4,245 |
| APPLIED MATLS INC |
5,621 | +8 | $4,064 |
| AMAT | 5,621 | +8 | $4,064 |
 BERKSHIRE HATHAWAY INC DEL |
$4,011 | ||
| BRK.A | 4 | UNCH | $2,995 |
| BRK.B | 2,031 | -50 | $1,016 |
| PROCTER & GAMBLE CO |
22,493 | -105 | $3,298 |
| PG | 22,493 | -105 | $3,298 |
| CISCO SYS INC |
27,276 | +318 | $3,204 |
| CSCO | 27,276 | +318 | $3,204 |
| VANGUARD WHITEHALL FDS (VYM) |
17,142 | UNCH | $2,709 |
| VYM | 17,142 | UNCH | $2,709 |
| STATE STR SPDR S&P 500 ETF T (SPY) |
3,515 | -266 | $2,625 |
| SPY | 3,515 | -266 | $2,625 |
| ISHARES TR (HDV) |
95,357 | +76,080 | $2,614 |
| HDV | 95,357 | +76,080 | $2,614 |
| COCA COLA CO |
28,316 | UNCH | $2,301 |
| KO | 28,316 | UNCH | $2,301 |
| ABBVIE INC |
8,339 | +1 | $2,098 |
| ABBV | 8,339 | +1 | $2,098 |
| JPMORGAN CHASE & CO |
6,016 | -851 | $1,969 |
| JPM | 6,016 | -851 | $1,969 |
| BRUNSWICK CORP |
23,108 | -700 | $1,947 |
| BC | 23,108 | -700 | $1,947 |
| AMAZON COM INC |
7,989 | +584 | $1,904 |
| AMZN | 7,989 | +584 | $1,904 |
| INTERNATIONAL BUSINESS MACHS |
6,662 | -1 | $1,873 |
| IBM | 6,662 | -1 | $1,873 |
| CATERPILLAR INC |
1,653 | -7 | $1,760 |
| CAT | 1,653 | -7 | $1,760 |
| S&P GLOBAL INC |
4,232 | -432 | $1,724 |
| SPGI | 4,232 | -432 | $1,724 |
| AMGEN INC |
4,325 | +104 | $1,566 |
| AMGN | 4,325 | +104 | $1,566 |
| TESLA INC |
3,626 | -369 | $1,525 |
| TSLA | 3,626 | -369 | $1,525 |
| JOHNSON & JOHNSON |
5,897 | -28 | $1,498 |
| JNJ | 5,897 | -28 | $1,498 |
| NETFLIX INC. |
19,229 | +1,098 | $1,373 |
| NFLX | 19,229 | +1,098 | $1,373 |
| EXXON MOBIL CORP |
9,526 | +1 | $1,302 |
| XOM | 9,526 | +1 | $1,302 |
| NORFOLK SOUTHN CORP |
4,060 | UNCH | $1,277 |
| NSC | 4,060 | UNCH | $1,277 |
| VANGUARD INDEX FDS (VTI) |
3,327 | -219 | $1,231 |
| VTI | 3,327 | -219 | $1,231 |
| UNION PAC CORP |
4,157 | UNCH | $1,131 |
| UNP | 4,157 | UNCH | $1,131 |
| INTEL CORP |
8,009 | -1,495 | $1,118 |
| INTC | 8,009 | -1,495 | $1,118 |
| WELLS FARGO & CO |
12,850 | -1,036 | $1,062 |
| WFC | 12,850 | -1,036 | $1,062 |
| ELI LILLY & CO |
884 | +24 | $1,060 |
| LLY | 884 | +24 | $1,060 |
| SUNRUN INC |
79,000 | UNCH | $1,057 |
| RUN | 79,000 | UNCH | $1,057 |
| COSTCO WHOLESALE CORPORATION |
1,115 | +51 | $1,043 |
| COST | 1,115 | +51 | $1,043 |
| INVESCO QQQ TR |
1,323 | -165 | $974 |
| QQQ | 1,323 | -165 | $974 |
| META PLATFORMS INC |
1,712 | +146 | $964 |
| META | 1,712 | +146 | $964 |
| MERCK & CO INC |
7,002 | +164 | $900 |
| MRK | 7,002 | +164 | $900 |
| PHILIP MORRIS INTL INC |
4,961 | UNCH | $897 |
| PM | 4,961 | UNCH | $897 |
| VANGUARD STAR FDS (VXUS) |
10,278 | +3 | $879 |
| VXUS | 10,278 | +3 | $879 |
| SCHWAB STRATEGIC TR |
25,766 | -1,830 | $817 |
| SCHD | 25,766 | -1,830 | $817 |
| MCKESSON CORP |
1,024 | UNCH | $774 |
| MCK | 1,024 | UNCH | $774 |
| BANK OF AMER CORP |
12,120 | +381 | $691 |
| BAC | 12,120 | +381 | $691 |
| ISHARES TR (USMV) |
6,187 | UNCH | $597 |
| USMV | 6,187 | UNCH | $597 |
| PFIZER INC |
24,537 | -201 | $591 |
| PFE | 24,537 | -201 | $591 |
