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
96 檔
32.2%
The Q1 2026 SEC filing reveals that Ridgecrest Wealth Partners, LLC held a total portfolio value of $207.3M, covering 96 public equity positions.
Ridgecrest Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 14 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.84% | -0.09% | -0.22% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.99% | +3.93% | -1.38% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.94% | -0.30% | +3.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.80% | -0.29% | +0.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | +0.13% | +20.24% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.82% | -1.77% | +0.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | -0.12% | +0.27% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.51% | -0.16% | +1.25% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.15% | -0.02% | -1.86% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 3.13% | -0.95% | +1.80% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.37% | +0.66% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.87% | +0.19% | -5.46% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.21% | +1.89% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.59% | -0.14% | — | |
| 15 | HDV | Ishares Core High Dividend E | ETF-Other | 1.44% | -0.18% | +13.92% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.09% | +7.50% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.09% | +11.83% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | -0.08% | — | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | +0.40% | +0.74% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.16% | +0.01% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.09% | -1.10% | EXIT | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.06% | +0.90% | +21.68% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.01% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | -0.30% | +188.34% | |
| 25 | BC | Brunswick CORP | Stock-Consumer Disc | 0.96% | -0.02% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.26% | -3.77% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.01% | +3.19% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.07% | +4.24% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.08% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.06% | -1.17% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.08% | +1.20% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.20% | -0.60% | |
| 33 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.64% | -0.02% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.04% | — | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.10% | +0.36% | |
| 36 | RUN | Sunrun Inc | Stock-Tech | 0.59% | -0.08% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | -6.17% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.01% | +1.12% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.06% | +29.58% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.55% | -0.04% | +9.81% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.02% | -0.13% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.12% | +59.01% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | — | -6.24% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.08% | -0.21% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.02% | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.02% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.44% | -0.02% | +136.64% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.07% | -2.27% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.38% | -0.09% | -2.02% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +1.80% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | +20.24% | Add |
| 3 | NFLX | Netflix Inc | +0.6% | +188.34% | Add |
| 4 | DGRO | Ishares Core Dividend Growth | +0.5% | +3.94% | Add |
| 5 | AMAT | Applied Materials Inc | +0.4% | +21.68% | Add |
| 6 | HDV | Ishares Core High Dividend E | +0.3% | +13.92% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.3% | +136.64% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -3.77% | Trim |
| 9 | MCK | Mckesson CORP | +0.2% | +59.01% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +7.50% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +1.20% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | -0.60% | Trim |
| 13 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +29.58% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.83% | Add |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +9.81% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +1.89% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +3.85% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 20 | PEP | Pepsico Inc | +0.1% | +27.30% | Add |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.21% | Trim |
| 22 | AMGN | Amgen Inc | +0.1% | -1.17% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | -6.17% | Trim |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +1.76% | Add |
| 25 | INTC | Intel CORP | +0.1% | +3.54% | Add |
| 26 | T | At&t Inc | 0% | +0.03% | Add |
| 27 | PFE | Pfizer Inc | 0% | -2.02% | Trim |
| 28 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 29 | UNP | Union Pacific CORP | 0% | +1.12% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.25% | Add |
| 31 | NEE | Nextera Energy Inc | 0% | +3.67% | Add |
| 32 | MO | Altria Group Inc | 0% | — | Unchanged |
| 33 | WMT | Walmart Inc | 0% | -1.70% | Trim |
| 34 | CSCO | Cisco Systems Inc | 0% | +0.74% | Add |
| 35 | PM | Philip Morris International | 0% | — | Unchanged |
| 36 | RTX | Rtx CORP | 0% | +2.16% | Add |
| 37 | MCD | Mcdonald's CORP | 0% | +2.22% | Add |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 40 | PSA | Public Storage | 0% | — | Unchanged |
| 41 | BC | Brunswick CORP | — | — | Unchanged |
| 42 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | — | — | Unchanged |
| 44 | USMV | Ishares Msci USA Min Vol Fac | — | — | Unchanged |
| 45 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 46 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 47 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 48 | GLD | Spdr Gold Shares | — | -8.33% | Trim |
| 49 | BNY | Bank Of New York Mellon CORP | — | -1.73% | Trim |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | — | Unchanged |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $207.3M across 96 disclosed positions in Q1 2026.
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 32.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
TSLS
市值: $292.3K
Top Position Liquidated / Trimmed
QBTS
前期市值: $418.5K
During Q1 2026, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (10.8%)、GOOGL (7.0%)、DGRO (6.9%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q1 2026, Ridgecrest Wealth Partners, LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 22 holdings, and fully liquidating 14 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.