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CIK: 0001860719
Total reported value
$216.1M
$216.1M
118 檔
39.6%
According to the latest 13F quarterly dataset, Ridgecrest Wealth Partners, LLC managed an equity portfolio of $216.1M at the end of Q3 2025, spanning 118 distinct U.S. exchange-listed positions.
In Q3 2025, Ridgecrest Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.21% | +1.03% | -0.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.82% | -0.72% | -1.84% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.26% | -0.17% | -0.53% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.87% | +1.29% | +222.70% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.55% | +1.09% | -2.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | +0.89% | +0.08% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.71% | -0.17% | +1.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | +0.03% | -0.01% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.27% | -0.16% | -1.40% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | -0.03% | -0.64% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.16% | -0.07% | -0.64% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.03% | -3.91% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.94% | +0.38% | -5.96% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.36% | -0.07% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.22% | +0.56% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | -0.02% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.03% | +0.53% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.12% | -0.01% | +1.19% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | +0.02% | +0.67% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | +0.02% | +1.79% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.03% | +0.75% | NEW | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | +0.02% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.15% | -9.73% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.63% | EXIT | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | — | +0.02% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.01% | +1.02% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | -0.19% | +0.22% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.07% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.03% | +27.89% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.02% | -10.96% | |
| 31 | BC | Brunswick CORP | Stock-Consumer Disc | 0.68% | -0.26% | — | |
| 32 | RUN | Sunrun Inc | Stock-Tech | 0.66% | -0.23% | — | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | +0.10% | -5.13% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.03% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.01% | -0.48% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | -0.01% | -14.83% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.55% | -0.04% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | -1.52% | -2.61% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.09% | -0.18% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.09% | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | -0.63% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.01% | -2.46% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | -0.23% | — | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.42% | -0.05% | +20.41% | |
| 45 | TOST | Toast Inc-class A | Stock-Tech | 0.41% | — | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | +0.02% | — | |
| 47 | IONQ | Ionq Inc | Stock-Tech | 0.40% | — | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | +0.03% | +0.01% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | +0.07% | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.01% | -2.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | -1.84% | Trim |
| 2 | NVDA | Nvidia CORP | +1.3% | +222.70% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.9% | -2.87% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.08% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | -0.64% | Trim |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +1.19% | Add |
| 7 | RUN | Sunrun Inc | +0.4% | — | Unchanged |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | -0.01% | Add |
| 9 | ORCL | Oracle CORP | +0.3% | -10.96% | Trim |
| 10 | TSLA | Tesla Inc | +0.2% | -9.73% | Trim |
| 11 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.79% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.53% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | — | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | — | Trim |
| 16 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -0.18% | Add |
| 18 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 19 | VUG | Vanguard Growth ETF | 0% | +12.21% | Add |
| 20 | VOTE | Tcw Transform 500 ETF | 0% | — | Add |
| 21 | AXP | American Express Co | 0% | — | Trim |
| 22 | USSG | Xtrackers Msci USA Sele Eqty | 0% | — | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 24 | VHT | Vanguard Health Care ETF | 0% | — | Add |
| 25 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.40% | Trim |
| 26 | IBM | Intl Business Machines CORP | 0% | +0.56% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +1.02% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.48% | Trim |
| 29 | WMT | Walmart Inc | 0% | — | Trim |
| 30 | SCHW | Schwab (charles) CORP | 0% | +0.26% | Add |
| 31 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 32 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 33 | RTX | Rtx CORP | 0% | -1.77% | Trim |
| 34 | INTC | Intel CORP | 0% | +0.22% | Trim |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | — | Unchanged |
| 36 | WFC | Wells Fargo & Co | — | — | Trim |
| 37 | XYL | Xylem Inc | — | — | Add |
| 38 | MMM | 3m Co | — | +2.90% | Add |
| 39 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 40 | BNY | Bank Of New York Mellon CORP | — | -11.34% | Trim |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 42 | NRDS | Nerdwallet Inc-cl A | — | — | Unchanged |
| 43 | DIS | Walt Disney Co/the | 0% | +0.01% | Trim |
| 44 | HD | Home Depot Inc | 0% | +2.90% | Add |
| 45 | BAC | Bank Of America CORP | 0% | — | Trim |
| 46 | MO | Altria Group Inc | 0% | — | Unchanged |
| 47 | ROST | Ross Stores Inc | 0% | — | Trim |
| 48 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 49 | JEPQ | JPM Nasdaq Equity Premium | 0% | — | Unchanged |
| 50 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $216.1M across 118 disclosed positions in Q3 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, GOOGL, DGRO) accounted for 39.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPYD
市值: $938.3K
Top Position Liquidated / Trimmed
ON HOLDING AG
前期市值: $1.8M
During Q3 2025, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (12.2%)、GOOGL (7.8%)、DGRO (7.3%). The largest single position, AAPL, represented 12.2% of total portfolio value.
In Q3 2025, Ridgecrest Wealth Partners, LLC made 98 total portfolio adjustments, initiating 13 new buys, adding to 27 positions, trimming 51 holdings, and fully liquidating 7 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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