13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001860719
Total reported value
$207.3M
$207.3M
111 檔
33.7%
During the Q2 2025 filing period, Ridgecrest Wealth Partners, LLC (CIK: 0001860719) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $207.3M across 111 reported positions.
In Q2 2025, Ridgecrest Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.50% | -0.09% | -0.78% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.00% | -0.30% | +1.54% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.74% | +3.93% | -0.17% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.19% | +0.13% | +19.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | -0.37% | -0.40% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.06% | -0.16% | +16.32% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.95% | -0.12% | +8.87% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.59% | -0.02% | -1.06% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.63% | -0.21% | -0.49% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -0.09% | -13.47% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.95% | -12.29% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.19% | +0.01% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.29% | -73.09% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.54% | -0.14% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.52% | +0.01% | +2.08% | |
| 16 | SPGI | S&p Global Inc | Stock-Financials | 1.30% | -1.10% | EXIT | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | — | +1.55% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.24% | -0.18% | +5.11% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.16% | +0.09% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.09% | +24.32% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.08% | -1.97% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.08% | -3.04% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.01% | -0.30% | — | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.40% | -0.67% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.07% | +0.54% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.26% | +8.78% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.85% | +0.11% | NEW | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.08% | -3.94% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.01% | -0.04% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.03% | -2.92% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.09% | -9.85% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.06% | — | |
| 33 | BC | Brunswick CORP | Stock-Consumer Disc | 0.69% | -0.02% | -12.82% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.01% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.02% | +6.54% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.04% | -0.71% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | -0.10% | -0.16% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | -1.77% | -86.65% | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.55% | -0.02% | — | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.90% | -0.07% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | -4.13% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.06% | -2.52% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.13% | — | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | -0.02% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.07% | -4.82% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.12% | -8.83% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.02% | -5.35% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.20% | -0.15% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.40% | -0.04% | — | |
| 50 | RUN | Sunrun Inc | Stock-Tech | 0.37% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.6% | +19.70% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.40% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.17% | Trim |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.8% | +16.32% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.7% | +8.87% | Add |
| 6 | DGRO | Ishares Core Dividend Growth | +0.4% | +1.54% | Add |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.4% | NEW | New buy |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.3% | -1.06% | Trim |
| 9 | NFLX | Netflix Inc | +0.3% | — | Unchanged |
| 10 | IBM | Intl Business Machines CORP | +0.3% | +2.08% | Add |
| 11 | ORCL | Oracle CORP | +0.3% | -2.92% | Trim |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +24.32% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | +0.01% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.55% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.09% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +6.54% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | +0.54% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | -3.94% | Trim |
| 20 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 21 | AMAT | Applied Materials Inc | +0.1% | -0.07% | Trim |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 23 | RUN | Sunrun Inc | +0.1% | — | Unchanged |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -0.67% | Trim |
| 25 | DIS | Walt Disney Co/the | +0.1% | -2.52% | Trim |
| 26 | ✓ | Direxion Shs ETF Tr | +0.1% | NEW | New buy |
| 27 | WFC | Wells Fargo & Co | +0.1% | -0.16% | Trim |
| 28 | SPGI | S&p Global Inc | -0.1% | -9.26% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.13% | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.1% | -5.35% | Trim |
| 31 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 32 | BC | Brunswick CORP | -0.1% | -12.82% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -13.47% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | -11.90% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | -0.04% | Trim |
| 36 | SENS1GBP | Senseonics Holdings Inc | -0.1% | EXIT | Sold out |
| 37 | JNJ | Johnson & Johnson | -0.1% | -3.04% | Trim |
| 38 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | EXIT | Sold out |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -27.93% | Trim |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | EXIT | Sold out |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -0.49% | Trim |
| 43 | SH | Proshares Short S&p500 | -0.2% | EXIT | Sold out |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | -0.2% | EXIT | Sold out |
| 45 | SBUX | Starbucks CORP | -0.4% | -27.88% | Trim |
| 46 | CVX | Chevron CORP | -0.7% | -12.29% | Trim |
| 47 | AAPL | Apple Inc | -1% | -0.78% | Trim |
| 48 | ✓ | On Holding AG | -1% | EXIT | Sold out |
| 49 | AVGO | Broadcom Inc | -1.9% | -86.65% | Trim |
| 50 | NVDA | Nvidia CORP | -2.7% | -73.09% | Trim |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $207.3M across 111 disclosed positions in Q2 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 33.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPYD
市值: $751.6K
Top Position Liquidated / Trimmed
ON HOLDING AG
前期市值: $1.8M
During Q2 2025, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (11.5%)、DGRO (8.0%)、GOOGL (6.7%). The largest single position, AAPL, represented 11.5% of total portfolio value.
In Q2 2025, Ridgecrest Wealth Partners, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 24 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.