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CIK: 0001860719
Total reported value
$216.1M
$216.1M
111 檔
38.6%
At the close of Q2 2026, Ridgecrest Wealth Partners, LLC disclosed equity holdings valued at approximately $216.1M, spread across 111 reported holdings.
In Q2 2026, Ridgecrest Wealth Partners, LLC displayed an active expansion posture, initiating 19 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.92% | -0.72% | +43.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.75% | +1.03% | -0.54% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.64% | -0.17% | +1.40% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.51% | +1.29% | -4.47% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | +1.09% | +1.91% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.03% | -3.29% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.35% | -0.17% | -0.75% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.13% | -0.16% | -1.31% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.06% | -0.03% | -0.81% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | +0.89% | +0.07% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.18% | +0.38% | -0.43% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -1.52% | -49.70% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.96% | -0.63% | +0.14% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.59% | -0.07% | -0.46% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | -0.19% | +1.18% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.45% | -0.07% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | +0.02% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.03% | -7.04% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 1.26% | -0.01% | +394.67% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | +0.02% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | — | +0.01% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.03% | -12.39% | |
| 23 | BC | Brunswick CORP | Stock-Consumer Disc | 0.94% | -0.26% | -2.94% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.01% | +7.89% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | -0.22% | -0.01% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | -0.23% | -0.42% | |
| 27 | ✓ | Stock-Other | 0.83% | -0.83% | EXIT | ||
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.10% | +2.46% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.15% | -9.24% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.02% | -0.47% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.07% | +6.06% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.63% | EXIT | |
| 33 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.62% | -0.04% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.01% | -6.18% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | -0.03% | — | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.54% | -0.10% | -15.73% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.51% | -0.09% | -7.46% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.01% | +2.79% | |
| 39 | RUN | Sunrun Inc | Stock-Tech | 0.51% | -0.23% | — | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.51% | -0.05% | +0.92% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.03% | +4.79% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | -2.40% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | -0.02% | -11.09% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.09% | +9.32% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | +0.04% | +2.40% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | +0.01% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | +0.06% | +0.03% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | — | -6.63% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.37% | +0.07% | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | -0.03% | +3.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.9% | +43.89% | Add |
| 2 | AMAT | Applied Materials Inc | +0.9% | +0.14% | Add |
| 3 | ✓ | +0.8% | NEW | New buy | |
| 4 | CSCO | Cisco Systems Inc | +0.4% | +1.18% | Add |
| 5 | INTC | Intel CORP | +0.3% | -15.73% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.42% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.81% | Trim |
| 8 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.91% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 11 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 12 | GE | General Electric | +0.1% | NEW | New buy |
| 13 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 18 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 19 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 20 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 21 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | NEW | New buy |
| 22 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | New buy |
| 23 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 24 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | AMZN | Amazon.com Inc | +0.1% | +7.89% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +2.79% | Add |
| 28 | VHT | Vanguard Health Care ETF | +0.1% | +29.53% | Add |
| 29 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 30 | BNY | Bank Of New York Mellon CORP | 0% | +15.89% | Add |
| 31 | QCOM | Qualcomm Inc | 0% | +0.06% | Add |
| 32 | AXP | American Express Co | 0% | +7.09% | Add |
| 33 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 34 | AMDD | Dirx Dly Amd Bear 1x Etf-usd | 0% | NEW | New buy |
| 35 | ABBV | Abbvie Inc | 0% | +0.01% | Add |
| 36 | IBM | Intl Business Machines CORP | 0% | -0.01% | Trim |
| 37 | BAC | Bank Of America CORP | 0% | +3.25% | Add |
| 38 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 39 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 40 | F | Ford Motor Co | 0% | — | Unchanged |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | -11.09% | Trim |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | — | — | Unchanged |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 44 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 45 | AEP | American Electric Power | — | +10.97% | Add |
| 46 | MID | American Century Mid Cap Gro | — | — | Unchanged |
| 47 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 48 | JEPQ | JPM Nasdaq Equity Premium | — | — | Unchanged |
| 49 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 50 | HD | Home Depot Inc | 0% | +2.58% | Add |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $216.1M across 111 disclosed positions in Q2 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 GOOGL, AAPL, DGRO) accounted for 38.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.7M
Top Position Liquidated / Trimmed
SPGI
前期市值: $2.0M
During Q2 2026, Ridgecrest Wealth Partners, LLC's top holdings by market value included GOOGL (10.9%)、AAPL (10.8%)、DGRO (6.6%). The largest single position, GOOGL, represented 10.9% of total portfolio value.
In Q2 2026, Ridgecrest Wealth Partners, LLC made 89 total portfolio adjustments, initiating 19 new buys, adding to 35 positions, trimming 31 holdings, and fully liquidating 4 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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