Ridgecrest Wealth Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Ridgecrest Wealth Partners, LLC reported 107 stock positions worth $184.4 million. Its top holding was Apple (AAPL) at 14.2% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 7.6%) and Alphabet Class A (GOOGL, 7.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 12, added to 28 and reduced 38. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Broadcom (AVGO, shares −91%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$184.4M (Q4 2024)
SEC Filing
0001860719-25-000001 ↗ filed Jan 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $168.0M Q1 2024 Q2 2024: $166.1M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $184.4M $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 107 stocks · $184.4M
AAPL Apple Inc. 14.24% 104,837 $26.3M Reduce -0.6%
DGRO iShares Core Dividend Growth 7.60% 228,469 $14.0M Reduce -0.0%
GOOGL Alphabet Inc. Class A 7.49% 72,921 $13.8M Add +0.7%
NVDA Nvidia Corp. 5.51% 75,681 $10.2M Add +0.5%
VOO Vanguard S&P 500 ETF 4.42% 15,113 $8.1M Add +8.4%
MSFT Microsoft Corp. 3.78% 16,542 $7.0M Add +1.6%
ITOT iShares Core S&P Total U.S. 3.71% 53,177 $6.8M Reduce -2.1%
IVV iShares Core S&P 500 ETF 3.56% 11,164 $6.6M Reduce -4.4%
VIG Vanguard Dividend Apprec ETF 3.11% 29,275 $5.7M Reduce -0.5%
PG The Procter & Gamble Co. 2.85% 31,392 $5.3M Reduce -3.7%
CVX Chevron Corp. 2.68% 34,112 $4.9M Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.53% 7,965 $4.7M No change
GOOG Alphabet Inc. Class C 2.46% 23,797 $4.5M Add +3.5%
SPGI S&P Global Inc. 1.39% 5,140 $2.6M No change
SBUX Starbucks Corp. 1.20% 24,243 $2.2M Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.14% 9,551 $2.1M Add +0.1%
QQQ Invesco QQQ Trust Series 1 1.14% 4,100 $2.1M Add +0.1%
JNJ Johnson & Johnson 1.04% 13,293 $1.9M Reduce -7.3%
KO The Coca-Cola Co. 1.00% 29,758 $1.9M Add +0.6%
TSLA Tesla Inc. 0.99% 4,519 $1.8M Reduce -17.9%
BC Brunswick Corp. 0.96% 27,318 $1.8M No change
JPM JPMorgan Chase & Co. 0.96% 7,357 $1.8M Reduce -18.8%
AMZN Amazon.com Inc. 0.92% 7,726 $1.7M Reduce -1.2%
XOM Exxon Mobil Corp. 0.87% 14,966 $1.6M Reduce -9.1%
CSCO Cisco Systems Inc. 0.86% 26,887 $1.6M Add +1.9%
HDV iShares Core High Dividend E 0.81% 13,376 $1.5M Add +1.7%
COST Costco Wholesale Corp. 0.78% 1,574 $1.4M Add +26.0%
ABBV Abbvie Inc. 0.76% 7,903 $1.4M No change
NFLX Netflix Inc. 0.69% 1,435 $1.3M No change
UNP Union Pacific Corp. 0.68% 5,511 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.66% 4,185 $1.2M Reduce -1.9%
VYM Vanguard High DVD Yield ETF 0.64% 9,238 $1.2M Add +1.4%
AMGN Amgen Inc. 0.63% 4,427 $1.2M Add +5.7%
WFC Wells Fargo & Co. 0.57% 14,993 $1.1M Reduce -0.3%
MRK Merck & Co. Inc. 0.56% 10,397 $1.0M Reduce -10.8%
ORCL Oracle Corp. 0.53% 5,813 $969K Reduce -25.6%
NSC Norfolk Southern Corp. 0.52% 4,060 $953K No change
META Meta Platforms Inc. Class A 0.51% 1,604 $939K Add +0.1%
AMAT Applied Materials Inc. 0.49% 5,613 $913K No change
BRK.B Berkshire Hathaway Inc. Class B 0.47% 1,901 $862K Add +23.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.46% 7,619 $848K Reduce -2.4%
VZ Verizon Communications Inc. 0.45% 20,764 $830K Reduce -3.7%
AVGO Broadcom Inc. 0.43% 3,392 $786K Reduce -91.2%
PFE Pfizer Inc. 0.41% 28,241 $749K Reduce -19.4%
RUN Sunrun Inc. 0.40% 80,000 $740K Add +11.0%
MCD McDonald's Corp. 0.40% 2,535 $735K No change
ABT Abbott Laboratories 0.40% 6,443 $729K No change
CAT Caterpillar Inc. 0.39% 1,984 $720K No change
MCK McKesson Corp. 0.39% 1,246 $710K No change
LLY Eli Lilly & Co. 0.38% 911 $703K Add +11.6%
SCHD Schwab US DVD Equity ETF 0.35% 23,930 $654K Add +12.1%
WMT Walmart Inc. 0.31% 6,314 $570K Reduce -25.0%
PM Philip Morris International 0.30% 4,651 $560K Reduce -9.7%
AXP American Express Co. 0.30% 1,873 $556K Reduce -15.0%
HD Home Depot Inc. 0.30% 1,412 $549K Reduce -47.9%
USMV iShares MSCI USA Min Vol Fac 0.30% 6,187 $549K Reduce -0.1%
UNH Unitedhealth Group Inc. 0.29% 1,052 $532K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 11,882 $522K No change
HON Honeywell International Inc. 0.28% 2,292 $518K Reduce -0.3%
PEP Pepsico Inc. 0.28% 3,380 $514K No change
BMY Bristol-Myers Squibb Co. 0.27% 8,711 $493K Reduce -10.0%
QCOM Qualcomm Inc. 0.24% 2,937 $451K Reduce -0.3%
KMB Kimberly-Clark Corp. 0.23% 3,281 $430K Add +0.4%
SCHW Schwab (charles) Corp. 0.23% 5,768 $427K No change
GILD Gilead Sciences Inc. 0.23% 4,618 $427K Add +0.3%
T AT&T Inc. 0.23% 18,388 $419K Add +21.2%
ADBE Adobe Inc. 0.21% 889 $395K Reduce -36.2%
SDY SS SPDR S&P Dividend ETF 0.20% 2,724 $360K No change
MDLZ Mondelez International Inc. Class A 0.19% 6,008 $359K Reduce -16.6%
CLX Clorox Company 0.19% 2,204 $358K Reduce -24.8%
NEE Nextera Energy Inc. 0.19% 4,946 $355K No change
IUSV iShares Core S&P U.S. Value 0.19% 3,700 $343K No change
PSA Public Storage 0.18% 1,094 $328K Add +0.7%
CMCSA Comcast Corp. Class A 0.17% 8,486 $318K Add +3.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 744 $317K Reduce -28.5%
XLK SS Technology Select Sector 0.16% 1,305 $303K No change
QQQM Invesco Nasdaq 100 ETF 0.16% 1,434 $302K No change
BOXX Alpha Architect 1-3 MNTH Box 0.16% 2,674 $295K Add +37.1%
INTC Intel Corp. 0.16% 14,624 $293K Reduce -5.5%
K Kellanova 0.16% 3,612 $292K No change
MO Altria Group Inc. 0.15% 5,351 $280K Reduce -8.6%
ETN Eaton Corp. PLC 0.15% 828 $275K Reduce -29.7%
IWD iShares Russell 1000 Value E 0.15% 1,480 $274K No change
F Ford Motor Co. filed as FORD MTR CO 0.14% 25,831 $256K Add +1.5%
GLD SPDR Gold Shares 0.14% 1,050 $254K New
ROST Ross Stores Inc. 0.14% 1,675 $253K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 608 $250K Add +7.0%
AME Ametek Inc. 0.13% 1,350 $243K No change
MSI Motorola Solutions Inc. 0.13% 524 $242K No change
SNPS Synopsys Inc. 0.13% 492 $239K No change
ELV Elevance Health Inc. 0.13% 640 $236K No change
MMM 3M Co. 0.13% 1,816 $234K Add +0.7%
VOTE TCW Transform 500 ETF 0.13% 3,378 $232K No change
XYL Xylem Inc. 0.13% 1,989 $231K Reduce -1.5%
SH Proshares Short S&P500 0.12% 5,400 $229K New
DFAC Dimensional US Core Equity 2 0.12% 6,544 $226K No change
DSI iShares ESG MSCI KLD 400 ETF 0.12% 2,040 $225K No change
V Visa Inc. Class A 0.12% 704 $222K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.12% 3,900 $220K No change
CRM Salesforce Inc. 0.12% 647 $216K New

Show all 107 holdings

Portfolio Sells Q3 2024 → Q4 2024
AVGO Broadcom Inc. Reduce -91.2% 0.43% −3.03
AAPD Direxion Daily Aapl Bear 1X Sold out 0.00% −0.28
HD Home Depot Inc. Reduce -47.9% 0.30% −0.27
LMT Lockheed Martin Corp. Sold out 0.00% −0.17
JNJ Johnson & Johnson Reduce -7.3% 1.04% −0.17
ORCL Oracle Corp. Reduce -25.6% 0.53% −0.17
WM Waste Management Inc. Sold out 0.00% −0.17
ADBE Adobe Inc. Reduce -36.2% 0.21% −0.16
AMD Advanced Micro Devices Sold out 0.00% −0.16
TRV The Travelers Cos Inc. Reduce -58.9% 0.11% −0.14
XOM Exxon Mobil Corp. Reduce -9.1% 0.87% −0.13
ADP Automatic Data Processing Sold out 0.00% −0.13
MRK Merck & Co. Inc. Reduce -10.8% 0.56% −0.13
PFE Pfizer Inc. Reduce -19.4% 0.41% −0.12
LH Labcorp Holdings Inc. Sold out 0.00% −0.12
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.12
TIP iShares Tips Bond ETF Sold out 0.00% −0.11
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.11
RTX RTX Corp. Sold out 0.00% −0.11
BX Blackstone Inc. Reduce -54.9% 0.12% −0.10
PG The Procter & Gamble Co. Reduce -3.7% 2.85% −0.09
ICLN iShares Global Clean Energy Sold out 0.00% −0.08
MDLZ Mondelez International Inc. Class A Reduce -16.6% 0.19% −0.08
DIA SS SPDR Dow Jones Indus Avg Reduce -28.5% 0.17% −0.06
CLX Clorox Company Reduce -24.8% 0.19% −0.05
VZ Verizon Communications Inc. Reduce -3.7% 0.45% −0.05
ETN Eaton Corp. PLC Reduce -29.7% 0.15% −0.05
WMT Walmart Inc. Reduce -25.0% 0.31% −0.04
JPM JPMorgan Chase & Co. Reduce -18.8% 0.96% −0.04
XBGYX BlackRock Enh Intl DVD TR Sold out 0.00% −0.03
INTC Intel Corp. Reduce -5.5% 0.16% −0.03
PM Philip Morris International Reduce -9.7% 0.30% −0.02
XYL Xylem Inc. Reduce -1.5% 0.13% −0.02
QCOM Qualcomm Inc. Reduce -0.3% 0.24% −0.02
AXP American Express Co. Reduce -15.0% 0.30% −0.01
MO Altria Group Inc. Reduce -8.6% 0.15% −0.00
CVX Chevron Corp. Reduce -2.1% 2.68% +0.00
USMV iShares MSCI USA Min Vol Fac Reduce -0.1% 0.30% +0.00
BMY Bristol-Myers Squibb Co. Reduce -10.0% 0.27% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.9% 0.66% +0.03
HON Honeywell International Inc. Reduce -0.3% 0.28% +0.03
IVV iShares Core S&P 500 ETF Reduce -4.4% 3.56% +0.05
DIS The Walt Disney Co. Reduce -2.4% 0.46% +0.07
VIG Vanguard Dividend Apprec ETF Reduce -0.5% 3.11% +0.07
WFC Wells Fargo & Co. Reduce -0.3% 0.57% +0.13
DGRO iShares Core Dividend Growth Reduce -0.0% 7.60% +0.13
ITOT iShares Core S&P Total U.S. Reduce -2.1% 3.71% +0.15
AMZN Amazon.com Inc. Reduce -1.2% 0.92% +0.16
TSLA Tesla Inc. Reduce -17.9% 0.99% +0.24
AAPL Apple Inc. Reduce -0.6% 14.24% +1.43

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +0.7% 7.49% +1.22
NVDA Nvidia Corp. Add +0.5% 5.51% +0.74
VOO Vanguard S&P 500 ETF Add +8.4% 4.42% +0.58
GOOG Alphabet Inc. Class C Add +3.5% 2.46% +0.45
COST Costco Wholesale Corp. Add +26.0% 0.78% +0.20
GLD SPDR Gold Shares New 0.14% +0.14
CSCO Cisco Systems Inc. Add +1.9% 0.86% +0.13
MSFT Microsoft Corp. Add +1.6% 3.78% +0.13
SH Proshares Short S&P500 New 0.12% +0.12
V Visa Inc. Class A New 0.12% +0.12
CRM Salesforce Inc. New 0.12% +0.12
JEPI JPMorgan Equity Premium Inco New 0.11% +0.11
BRK.B Berkshire Hathaway Inc. Class B Add +23.1% 0.47% +0.10
QQQ Invesco QQQ Trust Series 1 Add +0.1% 1.14% +0.09
T AT&T Inc. Add +21.2% 0.23% +0.05
DIREXION SHS ETF TR New 0.05% +0.05
BOXX Alpha Architect 1-3 MNTH Box Add +37.1% 0.16% +0.05
SCHD Schwab US DVD Equity ETF Add +12.1% 0.35% +0.04
IBM Intl Business Machines Corp. Add +0.1% 1.14% +0.04
SENS Senseonics Holdings Inc. New 0.03% +0.03
META Meta Platforms Inc. Class A Add +0.1% 0.51% +0.03
GILD Gilead Sciences Inc. Add +0.3% 0.23% +0.03
VYM Vanguard High DVD Yield ETF Add +1.4% 0.64% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +7.0% 0.14% +0.02
HDV iShares Core High Dividend E Add +1.7% 0.81% +0.01
LLY Eli Lilly & Co. Add +11.6% 0.38% +0.00
F Ford Motor Co. Add +1.5% 0.14% −0.00
MMM 3M Co. Add +0.7% 0.13% −0.00
CMCSA Comcast Corp. Class A Add +3.3% 0.17% −0.01
KMB Kimberly-Clark Corp. Add +0.4% 0.23% −0.01
PSA Public Storage Add +0.7% 0.18% −0.03
SBUX Starbucks Corp. Add +0.0% 1.20% −0.03
AMGN Amgen Inc. Add +5.7% 0.63% −0.08
KO The Coca-Cola Co. Add +0.6% 1.00% −0.10
RUN Sunrun Inc. Add +11.0% 0.40% −0.28

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