Ridgecrest Wealth Partners, LLC — Q4 2025 13F Holdings

Name: Ridgecrest Wealth Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001860719

Total reported value

$181.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	11.44%	-0.60%	-26.86%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	7.58%	-0.59%	-37.28%
3	NVDA	Nvidia CORP	Stock-Tech	7.12%	-0.32%	+1.30%
4	DGRO	Ishares Core Dividend Growth	ETF-Other	6.49%	+0.45%	-26.91%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.51%	+0.74%	-33.91%
6	AVGO	Broadcom INC	Stock-Tech	4.19%	-0.37%	+504.76%
7	MSFT	Microsoft CORP	Stock-Tech	3.94%	-0.85%	-11.82%
8	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.83%	-0.10%	-14.54%
9	VIG	Vanguard Dividend Apprec ETF	ETF-Other	3.48%	—	-23.33%
10	ITOT	Ishares Core S&p Total U.s.	ETF-Other	3.29%	-0.14%	-17.86%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	3.26%	-0.39%	-10.47%
12	CVX	Chevron CORP	Stock-Energy	2.22%	+0.91%	-2.59%
13	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.72%	—	-28.52%
14	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	1.64%	—	—
15	SPGI	S&p Global INC	Stock-Financials	1.32%	-0.22%	—
16	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.25%	—	-49.04%
17	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.24%	+0.16%	-3.06%
18	JPM	Jpmorgan Chase & Co	Stock-Financials	1.20%	-0.09%	-13.12%
19	CSCO	Cisco Systems INC	Stock-Tech	1.12%	—	-1.04%
20	HDV	Ishares Core High Dividend E	ETF-Other	1.12%	+0.32%	-16.55%
21	KO	Coca-cola Co/the	Stock-Consumer Staples	1.07%	+0.12%	-5.01%
22	IBM	Intl Business Machines CORP	Stock-Tech	1.04%	-0.15%	-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%	—	—
26	AMZN	Amazon.com INC	Stock-Consumer Disc	0.89%	—	-16.28%
27	RUN	Sunrun INC	Stock-Tech	0.79%	-0.20%	-7.06%
28	AMGN	Amgen INC	Stock-Healthcare	0.76%	—	-7.69%
29	WFC	Wells Fargo & Co	Stock-Financials	0.70%	-0.09%	-1.16%
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.66%	+0.14%	-54.87%
31	XOM	Exxon Mobil CORP	Stock-Energy	0.65%	+0.24%	-42.59%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	—	-9.26%
33	AMAT	Applied Materials INC	Stock-Tech	0.64%	+0.42%	-17.76%
34	NSC	Norfolk Southern CORP	Stock-Industrials	0.64%	—	—
35	META	Meta Platforms Inc-class A	Stock-Comm Services	0.56%	—	-5.49%
36	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.53%	—	-37.86%
37	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.53%	—	-63.37%
38	CAT	Caterpillar INC	Stock-Industrials	0.52%	+0.13%	-15.70%
39	UNP	Union Pacific CORP	Stock-Industrials	0.52%	—	-25.40%
40	LLY	Eli Lilly & Co	Stock-Healthcare	0.51%	—	-0.79%
41	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.47%	—	-6.75%
42	ABT	Abbott Laboratories	Stock-Healthcare	0.46%	—	—
43	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.44%	+0.11%	-21.96%
44	PM	Philip Morris International	Stock-Consumer Staples	0.43%	—	+0.20%
45	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.41%	—	+13.38%
46	MRK	Merck & Co. INC.	Stock-Healthcare	0.39%	—	-33.71%
47	BAC	Bank Of America CORP	Stock-Financials	0.35%	—	-7.75%
48	PFE	Pfizer INC	Stock-Healthcare	0.34%	—	-11.42%
49	ORCL	Oracle CORP	Stock-Tech	0.33%	-0.10%	-47.50%
50	NFLX	Netflix INC	Stock-Comm Services	0.32%	+0.64%	+338.19%

1–50 of 103

Holding changes this quarter

Position changes disclosed by Ridgecrest Wealth Partners, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVGO	Broadcom INC	+3.6%	+504.76%	Add
2	GOOG	Alphabet Inc-cl C	+0.9%	-10.47%	Trim
3	BC	Brunswick CORP	+0.3%	—	Unchanged
4	CSCO	Cisco Systems INC	+0.3%	-1.04%	Trim
5	LLY	Eli Lilly & Co	+0.2%	-0.79%	Trim
6	IVV	Ishares Core S&p 500 ETF	+0.2%	-14.54%	Trim
7	JPM	Jpmorgan Chase & Co	+0.1%	-13.12%	Trim
8	AMZN	Amazon.com INC	+0.1%	-16.28%	Trim
9	ITOT	Ishares Core S&p Total U.s.	0%	-17.86%	Trim
10	HDV	Ishares Core High Dividend E	—	-16.55%	Trim
11	BRK-B	Berkshire Hathaway Inc-cl B	0%	-21.96%	Trim
12	MSFT	Microsoft CORP	-0.1%	-11.82%	Trim
13	MCD	Mcdonald's CORP	-0.1%	-32.91%	Trim
14	UNP	Union Pacific CORP	-0.1%	-25.40%	Trim
15	PEP	Pepsico INC	-0.1%	-49.23%	Trim
16	DIS	Walt Disney Co/the	-0.1%	-36.94%	Trim
17	MCK	Mckesson CORP	-0.1%	-43.31%	Trim
18	VZ	Verizon Communications INC	-0.1%	-43.60%	Trim
19	IONQ	Ionq INC	-0.2%	-44.37%	Trim
20	IBM	Intl Business Machines CORP	-0.2%	-34.45%	Trim
21	VIG	Vanguard Dividend Apprec ETF	-0.2%	-23.33%	Trim
22	XOM	Exxon Mobil CORP	-0.2%	-42.59%	Trim
23	COST	Costco Wholesale CORP	-0.2%	-37.86%	Trim
24	GOOGL	Alphabet Inc-cl A	-0.2%	-37.28%	Trim
25	ORCL	Oracle CORP	-0.4%	-47.50%	Trim
26	JNJ	Johnson & Johnson	-0.4%	-54.87%	Trim
27	PG	Procter & Gamble Co/the	-0.4%	-28.52%	Trim
28	NFLX	Netflix INC	-0.5%	+338.19%	Add
29	QQQ	Invesco Qqq Trust Series 1	-0.7%	-63.37%	Trim
30	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.8%	-49.04%	Trim
31	AAPL	Apple INC	-0.8%	-26.86%	Trim
32	DGRO	Ishares Core Dividend Growth	-0.8%	-26.91%	Trim
33	VOO	Vanguard S&p 500 ETF	-1%	-33.91%	Trim
34	SBUX	Starbucks CORP	—	EXIT	Sold out
35	TOST	Toast Inc-class A	—	EXIT	Sold out
36	SCHW	Schwab (charles) CORP	—	EXIT	Sold out
37	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
38	ROST	Ross Stores INC	—	EXIT	Sold out
39	MMM	3m Co	—	EXIT	Sold out
40	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
41	KEL	Kellanova	—	EXIT	Sold out
42	ETN	Eaton Corporation plc	—	EXIT	Sold out
43	CLX	Clorox Company	—	EXIT	Sold out
44	AME	Ametek INC	—	EXIT	Sold out
45	SNPS	Synopsys INC	—	EXIT	Sold out
46	MSI	Motorola Solutions INC	—	EXIT	Sold out
47	TRV	Travelers Cos Inc/the	—	EXIT	Sold out
48	UPS	United Parcel Service-cl B	—	EXIT	Sold out
49	LULU	Lululemon Athletica INC	—	EXIT	Sold out
50	FTEC	Fidelity Msci Info Tech Indx	—	NEW	New buy