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CIK: 0001860719
Total reported value
$216.1M
$216.1M
103 檔
31.7%
In Q4 2025, Ridgecrest Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $216.1M, distributed across 103 disclosed stock positions.
In Q4 2025, Ridgecrest Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 19 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTEC
市值: $212.3K
Top Position Liquidated / Trimmed
SBUX
前期市值: $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.44% | +1.03% | -26.86% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.58% | -0.72% | -37.28% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | +1.29% | +1.30% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.49% | -0.17% | -26.91% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.51% | +1.09% | -33.91% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.19% | -1.52% | +504.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +0.89% | -11.82% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.03% | -14.54% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.48% | -0.17% | -23.33% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.29% | -0.16% | -17.86% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.26% | -0.03% | -10.47% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.22% | +0.38% | -2.59% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.72% | -0.07% | -28.52% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.64% | -0.07% | — | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.32% | +0.75% | NEW | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | -0.03% | -49.04% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.24% | +0.02% | -3.06% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.03% | -13.12% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | -0.19% | -1.04% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 1.12% | -0.01% | -16.55% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | +0.02% | -5.01% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.22% | -34.45% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | — | +1.04% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | -0.15% | -9.33% | |
| 25 | BC | Brunswick CORP | Stock-Consumer Disc | 0.96% | -0.26% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.01% | -16.28% | |
| 27 | RUN | Sunrun Inc | Stock-Tech | 0.79% | -0.23% | -7.06% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.10% | -7.69% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.09% | -1.16% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | +0.02% | -54.87% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.63% | EXIT | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.01% | -9.26% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | -0.63% | -17.76% | |
| 34 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.64% | -0.04% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | +0.09% | -5.49% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.03% | -37.86% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.02% | -63.37% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | -0.23% | -15.70% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.03% | -25.40% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.01% | -0.79% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.47% | -0.05% | -6.75% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | +0.02% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.01% | -21.96% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | +0.01% | +0.20% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | — | +13.38% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.04% | -33.71% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | -0.03% | -7.75% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | +0.04% | -11.42% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.02% | -47.50% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.07% | +338.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.6% | +504.76% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +1.30% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | -10.47% | Trim |
| 4 | SPGI | S&p Global Inc | +0.3% | — | Unchanged |
| 5 | BC | Brunswick CORP | +0.3% | — | Unchanged |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -1.04% | Trim |
| 7 | CVX | Chevron CORP | +0.3% | -2.59% | Trim |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | Unchanged |
| 9 | LLY | Eli Lilly & Co | +0.2% | -0.79% | Trim |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -3.06% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | -14.54% | Trim |
| 12 | KO | Coca-cola Co/the | +0.2% | -5.01% | Trim |
| 13 | WFC | Wells Fargo & Co | +0.2% | -1.16% | Trim |
| 14 | AMGN | Amgen Inc | +0.2% | -7.69% | Trim |
| 15 | ABBV | Abbvie Inc | +0.2% | +1.04% | Add |
| 16 | RUN | Sunrun Inc | +0.1% | -7.06% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.1% | -17.76% | Trim |
| 18 | QBTS | D-wave Quantum Inc | +0.1% | +43.02% | Add |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +13.38% | Add |
| 20 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | +0.1% | -15.70% | Trim |
| 22 | TSLA | Tesla Inc | +0.1% | -9.33% | Trim |
| 23 | VXUS | Vanguard Total Intl Stock | +0.1% | +39.30% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -13.12% | Trim |
| 25 | PM | Philip Morris International | +0.1% | +0.20% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -9.26% | Trim |
| 27 | GILD | Gilead Sciences Inc | +0.1% | -1.25% | Trim |
| 28 | BAC | Bank Of America CORP | +0.1% | -7.75% | Trim |
| 29 | AMZN | Amazon.com Inc | +0.1% | -16.28% | Trim |
| 30 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | -6.75% | Trim |
| 31 | ✓ | Direxion Shs ETF Tr | +0.1% | +64.62% | Add |
| 32 | ABT | Abbott Laboratories | +0.1% | — | Unchanged |
| 33 | VHT | Vanguard Health Care ETF | +0.1% | +0.07% | Add |
| 34 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | — | Unchanged |
| 35 | AXP | American Express Co | 0% | -15.56% | Trim |
| 36 | RTX | Rtx CORP | 0% | +2.64% | Add |
| 37 | BNY | Bank Of New York Mellon CORP | 0% | +0.92% | Add |
| 38 | VUG | Vanguard Growth ETF | 0% | +3.07% | Add |
| 39 | USSG | Xtrackers Msci USA Sele Eqty | 0% | — | Unchanged |
| 40 | VOTE | Tcw Transform 500 ETF | 0% | — | Unchanged |
| 41 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 42 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 43 | XLK | Ss Technology Select Sector | 0% | +100.00% | Add |
| 44 | GLD | Spdr Gold Shares | 0% | -8.57% | Trim |
| 45 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 46 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 48 | V | Visa Inc-class A Shares | 0% | +2.25% | Add |
| 49 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 50 | ADBE | Adobe Inc | 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 103 disclosed positions in Q4 2025.
During Q4 2025, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (11.4%)、GOOGL (7.6%)、NVDA (7.1%). The largest single position, AAPL, represented 11.4% of total portfolio value.
In Q4 2025, Ridgecrest Wealth Partners, LLC made 103 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 61 holdings, and fully liquidating 19 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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