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CIK: 0001860719
Total reported value
$207.3M
$207.3M
112 檔
32.3%
As reported in its official Q1 2025 Form 13F filing, Ridgecrest Wealth Partners, LLC's tracked investment portfolio stood at $207.3M with 112 total positions.
In Q1 2025, Ridgecrest Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.45% | -0.09% | +2.11% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.56% | -0.30% | +2.22% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.88% | +3.93% | -0.41% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | +0.13% | +14.09% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.54% | -0.29% | +5.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.37% | +3.29% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.29% | -0.16% | +10.48% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | -0.12% | -0.73% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.26% | -0.02% | -4.20% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.93% | -0.95% | -1.86% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.80% | -0.21% | -0.03% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | -1.77% | +737.32% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.09% | +0.18% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.19% | -9.56% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.67% | -0.14% | — | |
| 16 | SPGI | S&p Global Inc | Stock-Financials | 1.37% | -1.10% | EXIT | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.25% | +0.01% | +0.47% | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.25% | +0.11% | NEW | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 1.21% | -0.18% | +42.52% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.08% | — | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.14% | -0.08% | +2.18% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | — | +4.07% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.16% | +6.76% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.26% | +4.85% | |
| 25 | ✓ | On Holding AG | Stock-Other | 0.95% | — | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.01% | +4.43% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.09% | +40.70% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.40% | +1.02% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.07% | +8.13% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.06% | +10.16% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.09% | +0.57% | |
| 32 | BC | Brunswick CORP | Stock-Consumer Disc | 0.77% | -0.02% | -0.04% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.30% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.08% | +12.44% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.01% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | +15.78% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.04% | -5.50% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.10% | -6.48% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | +4.82% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.07% | +2.48% | |
| 41 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | -0.02% | — | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | +17.20% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.02% | -2.74% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.13% | +4.66% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.12% | — | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | +0.90% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.06% | +4.19% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | -0.02% | +4.30% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.07% | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.39% | -0.09% | +3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 9 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 10 | CVX | Chevron CORP | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 16 | SPGI | S&p Global Inc | — | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 18 | SBUX | Starbucks CORP | — | NEW | New buy |
| 19 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | KO | Coca-cola Co/the | — | NEW | New buy |
| 22 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | ✓ | On Holding AG | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 28 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 29 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 30 | AMGN | Amgen Inc | — | NEW | New buy |
| 31 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 32 | BC | Brunswick CORP | — | NEW | New buy |
| 33 | NFLX | Netflix Inc | — | NEW | New buy |
| 34 | TSLA | Tesla Inc | — | NEW | New buy |
| 35 | UNP | Union Pacific CORP | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 38 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 41 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | ABT | Abbott Laboratories | — | NEW | New buy |
| 45 | MCK | Mckesson CORP | — | NEW | New buy |
| 46 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 47 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 48 | PM | Philip Morris International | — | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $207.3M across 112 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DGRO, GOOGL) accounted for 32.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $23.8M
During Q1 2025, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (12.4%)、DGRO (7.6%)、GOOGL (5.9%). The largest single position, AAPL, represented 12.4% of total portfolio value.
In Q1 2025, Ridgecrest Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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