Ridgecrest Wealth Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Ridgecrest Wealth Partners, LLC reported 106 stock positions worth $166.1 million. Its top holding was Apple (AAPL) at 13.3% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.2%) and Alphabet Class A (GOOGL, 7.9%). Compared with Q1 2024, it opened 6 new positions, sold out of 9, added to 28 and reduced 26. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Nvidia (NVDA, shares −75%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$166.1M (Q2 2024)
SEC Filing
0001975550-24-000007 ↗ filed Aug 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $168.0M Q1 2024 Q2 2024: $166.1M $166.1M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $184.4M Q4 2024 Q1 2025: $190.9M Q1 2025 Q2 2025: $189.5M Q2 2025 Q3 2025: $221.2M Q3 2025 Q4 2025: $184.4M Q4 2025 Q1 2026: $181.2M Q1 2026 Q2 2026: $207.3M Q2 2026

Holdings 106 stocks · $166.1M
AAPL Apple Inc. 13.26% 104,573 $22.0M Add +0.7%
DGRO iShares Core Dividend Growth 8.19% 236,298 $13.6M Add +1.8%
GOOGL Alphabet Inc. Class A 7.93% 72,319 $13.2M Reduce -0.4%
MSFT Microsoft Corp. 4.20% 15,608 $7.0M Add +2.8%
VOO Vanguard S&P 500 ETF 4.03% 13,379 $6.7M Add +1.8%
ITOT iShares Core S&P Total U.S. 3.95% 55,251 $6.6M Reduce -0.0%
IVV iShares Core S&P 500 ETF 3.95% 11,989 $6.6M Reduce -0.6%
CVX Chevron Corp. 3.29% 34,915 $5.5M Add +3.1%
PG The Procter & Gamble Co. 3.24% 32,594 $5.4M Add +0.8%
VIG Vanguard Dividend Apprec ETF 3.08% 28,056 $5.1M Add +5.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.61% 7,965 $4.3M No change
GOOG Alphabet Inc. Class C 2.54% 22,997 $4.2M Reduce -5.9%
SPGI S&P Global Inc. 1.38% 5,142 $2.3M Reduce -0.1%
NVDA Nvidia Corp. 1.37% 18,395 $2.3M Reduce -74.9%
JNJ Johnson & Johnson 1.26% 14,327 $2.1M Add +0.4%
BC Brunswick Corp. 1.20% 27,318 $2.0M No change
KO The Coca-Cola Co. 1.13% 29,528 $1.9M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 1.12% 3,890 $1.9M No change
SBUX Starbucks Corp. 1.12% 23,872 $1.9M Reduce -0.1%
XOM Exxon Mobil Corp. 1.12% 16,116 $1.9M Add +0.3%
JPM JPMorgan Chase & Co. 1.10% 9,027 $1.8M Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.98% 9,426 $1.6M No change
AMZN Amazon.com Inc. 0.90% 7,774 $1.5M Add +0.3%
HDV iShares Core High Dividend E 0.90% 13,757 $1.5M Reduce -1.6%
MRK Merck & Co. Inc. 0.84% 11,272 $1.4M No change
AMAT Applied Materials Inc. 0.80% 5,615 $1.3M No change
ABBV Abbvie Inc. 0.80% 7,705 $1.3M Add +0.4%
AMGN Amgen Inc. 0.78% 4,143 $1.3M Reduce -1.0%
CSCO Cisco Systems Inc. 0.76% 26,640 $1.3M Reduce -0.8%
UNP Union Pacific Corp. 0.72% 5,261 $1.2M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.69% 4,305 $1.2M Add +4.5%
COST Costco Wholesale Corp. 0.69% 1,349 $1.1M Add +1.9%
ORCL Oracle Corp. 0.66% 7,713 $1.1M Add +0.6%
PFE Pfizer Inc. 0.65% 38,577 $1.1M Reduce -15.2%
VYM Vanguard High DVD Yield ETF 0.60% 8,430 $1000K Add +18.4%
HD Home Depot Inc. 0.55% 2,634 $907K Add +0.0%
WFC Wells Fargo & Co. 0.54% 15,018 $892K Add +0.3%
VZ Verizon Communications Inc. 0.53% 21,286 $878K Reduce -6.6%
NSC Norfolk Southern Corp. 0.52% 4,060 $872K No change
RUN Sunrun Inc. 0.51% 72,071 $855K No change
META Meta Platforms Inc. Class A 0.49% 1,604 $809K Reduce -0.4%
LLY Eli Lilly & Co. 0.47% 856 $775K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 7,784 $773K Reduce -0.1%
ADBE Adobe Inc. 0.46% 1,389 $772K Reduce -0.5%
TSLA Tesla Inc. 0.46% 3,890 $770K No change
MCK McKesson Corp. 0.44% 1,246 $728K No change
ABT Abbott Laboratories 0.43% 6,843 $711K No change
GLD SPDR Gold Shares 0.41% 3,194 $687K No change
CAT Caterpillar Inc. 0.40% 1,975 $658K No change
MCD McDonald's Corp. 0.37% 2,435 $621K No change
INTC Intel Corp. 0.37% 19,581 $606K Add +0.8%
PM Philip Morris International 0.34% 5,651 $573K New
WMT Walmart Inc. 0.34% 8,417 $570K No change
PEP Pepsico Inc. 0.32% 3,232 $533K No change
SCHD Schwab US DVD Equity ETF 0.32% 6,813 $530K Add +33.9%
QCOM Qualcomm Inc. 0.32% 2,636 $525K Add +64.2%
USMV iShares MSCI USA Min Vol Fac 0.31% 6,195 $520K Add +0.2%
AXP American Express Co. 0.31% 2,213 $512K No change
NFLX Netflix Inc. 0.30% 735 $496K No change
HON Honeywell International Inc. 0.29% 2,293 $490K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 11,797 $469K No change
KMB Kimberly-Clark Corp. 0.27% 3,269 $452K Reduce -2.5%
UNH Unitedhealth Group Inc. 0.27% 879 $448K Reduce -0.5%
CLX Clorox Company 0.26% 3,204 $437K Reduce -0.2%
MDLZ Mondelez International Inc. Class A 0.26% 6,558 $429K Add +64.0%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,044 $425K No change
SCHW Schwab (charles) Corp. 0.25% 5,718 $421K Reduce -0.4%
TRV The Travelers Cos Inc. 0.25% 2,065 $420K Reduce -0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.24% 1,040 $407K No change
BMY Bristol-Myers Squibb Co. 0.24% 9,675 $402K No change
NEE Nextera Energy Inc. 0.21% 4,996 $354K No change
ELV Elevance Health Inc. 0.21% 640 $347K No change
SDY SS SPDR S&P Dividend ETF 0.21% 2,724 $346K No change
BX Blackstone Inc. 0.20% 2,750 $340K No change
ETN Eaton Corp. PLC 0.20% 1,078 $338K No change
IUSV iShares Core S&P U.S. Value 0.20% 3,700 $326K No change
WM Waste Management Inc. 0.20% 1,525 $325K No change
CMCSA Comcast Corp. Class A 0.19% 8,218 $322K Add +23.3%
F Ford Motor Co. filed as FORD MTR CO DEL 0.19% 25,427 $319K Add +0.1%
PSA Public Storage 0.19% 1,086 $312K No change
GILD Gilead Sciences Inc. 0.18% 4,456 $306K No change
AMD Advanced Micro Devices 0.18% 1,858 $301K No change
XLK SS Technology Select Sector 0.18% 1,305 $295K Add +1.6%
SNPS Synopsys Inc. 0.18% 496 $295K No change
T AT&T Inc. 0.18% 15,331 $293K Reduce -10.4%
QQQM Invesco Nasdaq 100 ETF 0.16% 1,374 $271K Add +1.5%
LMT Lockheed Martin Corp. 0.16% 561 $262K Reduce -0.2%
IWD iShares Russell 1000 Value E 0.16% 1,480 $258K No change
MO Altria Group Inc. 0.15% 5,651 $257K New
AME Ametek Inc. 0.14% 1,350 $225K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.13% 3,900 $216K No change
DSI iShares ESG MSCI KLD 400 ETF 0.13% 2,040 $212K No change
DFAC Dimensional US Core Equity 2 0.13% 6,544 $211K No change
VOTE TCW Transform 500 ETF 0.13% 3,288 $209K New
K Kellanova 0.13% 3,612 $208K No change
TIP iShares Tips Bond ETF 0.13% 1,950 $208K Reduce -1.8%
NRDS Nerdwallet Inc. Class A 0.13% 14,218 $208K No change
XYL Xylem Inc. 0.12% 1,517 $206K New
LH Labcorp Holdings Inc. 0.12% 1,000 $204K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 543 $203K New

Show all 106 holdings

Portfolio Sells Q1 2024 → Q2 2024
NVDA Nvidia Corp. Reduce -74.9% 1.37% −2.58
AVGO Broadcom Inc. Sold out 0.00% −2.45
TPL Texas Pacific Land Corp. Sold out 0.00% −0.82
AAPD Direxion Daily Aapl Bear 1X Sold out 0.00% −0.24
SBUX Starbucks Corp. Reduce -0.1% 1.12% −0.18
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.17
FBIN Fortune Brands Innovations I Sold out 0.00% −0.15
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.14
MMM 3M Co. Sold out 0.00% −0.13
ADP Automatic Data Processing Sold out 0.00% −0.12
MPC Marathon Petroleum Corp. Sold out 0.00% −0.12
DIS The Walt Disney Co. Reduce -0.1% 0.47% −0.10
PFE Pfizer Inc. Reduce -15.2% 0.65% −0.10
UNP Union Pacific Corp. Reduce -0.2% 0.72% −0.06
VZ Verizon Communications Inc. Reduce -6.6% 0.53% −0.04
CSCO Cisco Systems Inc. Reduce -0.8% 0.76% −0.04
TRV The Travelers Cos Inc. Reduce -0.1% 0.25% −0.03
CLX Clorox Company Reduce -0.2% 0.26% −0.03
UPS United Parcel Service Class B Reduce -8.7% 0.12% −0.02
HDV iShares Core High Dividend E Reduce -1.6% 0.90% −0.02
T AT&T Inc. Reduce -10.4% 0.18% −0.00
TIP iShares Tips Bond ETF Reduce -1.8% 0.13% −0.00
LMT Lockheed Martin Corp. Reduce -0.2% 0.16% +0.01
SCHW Schwab (charles) Corp. Reduce -0.4% 0.25% +0.01
UNH Unitedhealth Group Inc. Reduce -0.5% 0.27% +0.01
KMB Kimberly-Clark Corp. Reduce -2.5% 0.27% +0.01
META Meta Platforms Inc. Class A Reduce -0.4% 0.49% +0.02
ADBE Adobe Inc. Reduce -0.5% 0.46% +0.05
KO The Coca-Cola Co. Reduce -0.8% 1.13% +0.05
AMGN Amgen Inc. Reduce -1.0% 0.78% +0.07
SPGI S&P Global Inc. Reduce -0.1% 1.38% +0.08
ITOT iShares Core S&P Total U.S. Reduce -0.0% 3.95% +0.16
IVV iShares Core S&P 500 ETF Reduce -0.6% 3.95% +0.17
GOOG Alphabet Inc. Class C Reduce -5.9% 2.54% +0.32
GOOGL Alphabet Inc. Class A Reduce -0.4% 7.93% +1.41

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +0.7% 13.26% +2.65
MSFT Microsoft Corp. Add +2.8% 4.20% +0.40
PM Philip Morris International New 0.34% +0.34
VOO Vanguard S&P 500 ETF Add +1.8% 4.03% +0.27
VIG Vanguard Dividend Apprec ETF Add +5.8% 3.08% +0.20
DGRO iShares Core Dividend Growth Add +1.8% 8.19% +0.17
MO Altria Group Inc. New 0.15% +0.15
QCOM Qualcomm Inc. Add +64.2% 0.32% +0.15
VOTE TCW Transform 500 ETF New 0.13% +0.13
XYL Xylem Inc. New 0.12% +0.12
VUG Vanguard Mrngstar GR ETF-Sui New 0.12% +0.12
MSI Motorola Solutions Inc. New 0.12% +0.12
PG The Procter & Gamble Co. Add +0.8% 3.24% +0.11
COST Costco Wholesale Corp. Add +1.9% 0.69% +0.11
CVX Chevron Corp. Add +3.1% 3.29% +0.11
MDLZ Mondelez International Inc. Class A Add +64.0% 0.26% +0.09
VYM Vanguard High DVD Yield ETF Add +18.4% 0.60% +0.09
ORCL Oracle Corp. Add +0.6% 0.66% +0.08
SCHD Schwab US DVD Equity ETF Add +33.9% 0.32% +0.07
AMZN Amazon.com Inc. Add +0.3% 0.90% +0.07
VTI VG Morningstar TS MKT ETF-US Add +4.5% 0.69% +0.06
JPM JPMorgan Chase & Co. Add +0.3% 1.10% +0.03
CMCSA Comcast Corp. Class A Add +23.3% 0.19% +0.02
WFC Wells Fargo & Co. Add +0.3% 0.54% +0.02
XLK SS Technology Select Sector Add +1.6% 0.18% +0.02
QQQM Invesco Nasdaq 100 ETF Add +1.5% 0.16% +0.02
USMV iShares MSCI USA Min Vol Fac Add +0.2% 0.31% +0.01
XOM Exxon Mobil Corp. Add +0.3% 1.12% +0.00
ICLN iShares Global Clean Energy Add +4.5% 0.09% +0.00
F Ford Motor Co. Add +0.1% 0.19% −0.01
ABBV Abbvie Inc. Add +0.4% 0.80% −0.04
HD Home Depot Inc. Add +0.0% 0.55% −0.06
JNJ Johnson & Johnson Add +0.4% 1.26% −0.08
INTC Intel Corp. Add +0.8% 0.37% −0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 111$207.3MGOOGL, AAPL, DGRO, NVDA, VOO
Q1 2026 96$181.2MAAPL, GOOGL, DGRO, NVDA, VOO
Q4 2025 103$184.4MAAPL, GOOGL, NVDA, DGRO, VOO
Q3 2025 118$221.2MAAPL, GOOGL, DGRO, NVDA, VOO
Q2 2025 111$189.5MAAPL, DGRO, GOOGL, VOO, MSFT
Q1 2025 112$190.9MAAPL, DGRO, GOOGL, VOO, NVDA
Q4 2024 107$184.4MAAPL, DGRO, GOOGL, NVDA, VOO
Q3 2024 112$191.8MAAPL, DGRO, GOOGL, NVDA, VOO
Q2 2024 106$166.1MAAPL, DGRO, GOOGL, MSFT, VOO
Q1 2024 109$168.0MAAPL, DGRO, GOOGL, NVDA, MSFT