Ridgecrest Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Ridgecrest Wealth Partners, LLC reported 112 stock positions worth $190.9 million. Its top holding was Apple (AAPL) at 12.5% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 7.6%) and Alphabet Class A (GOOGL, 5.9%). Compared with Q4 2024, it opened 10 new positions, sold out of 5, added to 52 and reduced 18. The biggest buy was Broadcom (AVGO, shares +737%) and the biggest sale Alphabet Class A (GOOGL, shares −0%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$190.9M (Q1 2025)
SEC Filing
0001860719-25-000003 ↗ filed Apr 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 Q4 2024 Q1 2025: $190.9M $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 112 stocks · $190.9M
AAPL Apple Inc. 12.45% 107,051 $23.8M Add +2.1%
DGRO iShares Core Dividend Growth 7.56% 233,548 $14.4M Add +2.2%
GOOGL Alphabet Inc. Class A 5.88% 72,622 $11.2M Reduce -0.4%
VOO Vanguard S&P 500 ETF 4.64% 17,243 $8.9M Add +14.1%
NVDA Nvidia Corp. 4.54% 80,061 $8.7M Add +5.8%
MSFT Microsoft Corp. 3.36% 17,087 $6.4M Add +3.3%
VIG Vanguard Dividend Apprec ETF 3.29% 32,344 $6.3M Add +10.5%
IVV iShares Core S&P 500 ETF 3.26% 11,083 $6.2M Reduce -0.7%
ITOT iShares Core S&P Total U.S. 3.26% 50,944 $6.2M Reduce -4.2%
CVX Chevron Corp. 2.93% 33,476 $5.6M Reduce -1.9%
PG The Procter & Gamble Co. 2.80% 31,383 $5.3M Reduce -0.0%
AVGO Broadcom Inc. 2.49% 28,402 $4.8M Add +737.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.34% 7,979 $4.5M Add +0.2%
GOOG Alphabet Inc. Class C 1.76% 21,521 $3.4M Reduce -9.6%
BRK.A Berkshire Hathaway Inc. Class A 1.67% 4 $3.2M New
SPGI S&P Global Inc. 1.37% 5,140 $2.6M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.25% 9,596 $2.4M Add +0.5%
SBUX Starbucks Corp. 1.25% 24,244 $2.4M Add +0.0%
HDV iShares Core High Dividend E 1.21% 19,064 $2.3M Add +42.5%
JNJ Johnson & Johnson 1.15% 13,293 $2.2M No change
KO The Coca-Cola Co. 1.14% 30,408 $2.2M Add +2.2%
QQQ Invesco QQQ Trust Series 1 1.05% 4,267 $2.0M Add +4.1%
JPM JPMorgan Chase & Co. 1.01% 7,854 $1.9M Add +6.8%
XOM Exxon Mobil Corp. 0.98% 15,692 $1.9M Add +4.8%
ONON On Holding AG Class A filed as ON HLDG AG 0.95% 41,500 $1.8M New
ABBV Abbvie Inc. 0.91% 8,253 $1.7M Add +4.4%
VYM Vanguard High DVD Yield ETF 0.88% 12,998 $1.7M Add +40.7%
CSCO Cisco Systems Inc. 0.88% 27,162 $1.7M Add +1.0%
AMZN Amazon.com Inc. 0.83% 8,354 $1.6M Add +8.1%
AMGN Amgen Inc. 0.80% 4,877 $1.5M Add +10.2%
COST Costco Wholesale Corp. 0.78% 1,583 $1.5M Add +0.6%
BC Brunswick Corp. 0.77% 27,308 $1.5M Reduce -0.0%
NFLX Netflix Inc. 0.70% 1,435 $1.3M No change
TSLA Tesla Inc. 0.69% 5,081 $1.3M Add +12.4%
UNP Union Pacific Corp. 0.68% 5,511 $1.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.61% 2,201 $1.2M Add +15.8%
VTI VG Morningstar TS MKT ETF-US 0.57% 3,955 $1.1M Reduce -5.5%
WFC Wells Fargo & Co. 0.53% 14,021 $1.0M Reduce -6.5%
MRK Merck & Co. Inc. 0.51% 10,898 $978K Add +4.8%
VZ Verizon Communications Inc. 0.51% 21,279 $965K Add +2.5%
NSC Norfolk Southern Corp. 0.50% 4,060 $962K No change
ORCL Oracle Corp. 0.50% 6,813 $953K Add +17.2%
META Meta Platforms Inc. Class A 0.47% 1,560 $899K Reduce -2.7%
ABT Abbott Laboratories 0.47% 6,743 $894K Add +4.7%
MCK McKesson Corp. 0.44% 1,246 $839K No change
AMAT Applied Materials Inc. 0.43% 5,613 $815K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.41% 7,938 $784K Add +4.2%
PM Philip Morris International 0.40% 4,851 $770K Add +4.3%
LLY Eli Lilly & Co. 0.39% 911 $752K No change
PFE Pfizer Inc. 0.39% 29,315 $743K Add +3.8%
MCD McDonald's Corp. 0.38% 2,335 $729K Reduce -7.9%
SCHD Schwab US DVD Equity ETF 0.36% 24,409 $682K Add +2.0%
CAT Caterpillar Inc. 0.34% 1,984 $654K No change
HD Home Depot Inc. 0.33% 1,712 $628K Add +21.3%
WMT Walmart Inc. 0.31% 6,814 $598K Add +7.9%
USMV iShares MSCI USA Min Vol Fac 0.30% 6,187 $579K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.30% 13,882 $579K Add +16.8%
BMY Bristol-Myers Squibb Co. 0.29% 9,211 $562K Add +5.7%
T AT&T Inc. 0.29% 19,808 $560K Add +7.7%
GILD Gilead Sciences Inc. 0.27% 4,604 $516K Reduce -0.3%
UNH Unitedhealth Group Inc. 0.27% 981 $514K Reduce -6.8%
PEP Pepsico Inc. 0.27% 3,380 $507K No change
AXP American Express Co. 0.26% 1,873 $504K No change
RUN Sunrun Inc. 0.26% 85,000 $498K Add +6.3%
HON Honeywell International Inc. 0.25% 2,292 $485K No change
KMB Kimberly-Clark Corp. 0.24% 3,281 $467K No change
SCHW Schwab (charles) Corp. 0.24% 5,768 $452K No change
QCOM Qualcomm Inc. 0.24% 2,937 $451K No change
BOXX Alpha Architect 1-3 MNTH Box 0.21% 3,597 $401K Add +34.5%
ADBE Adobe Inc. 0.20% 972 $373K Add +9.3%
SDY SS SPDR S&P Dividend ETF 0.19% 2,724 $370K No change
MO Altria Group Inc. 0.18% 5,751 $345K Add +7.5%
NEE Nextera Energy Inc. 0.18% 4,817 $341K Reduce -2.6%
PSA Public Storage 0.17% 1,098 $329K Add +0.4%
CLX Clorox Company 0.17% 2,204 $325K No change
SH Proshares Short S&P500 0.17% 7,250 $323K Add +34.3%
ROST Ross Stores Inc. 0.17% 2,475 $316K Add +47.8%
CMCSA Comcast Corp. Class A 0.16% 8,498 $314K Add +0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 744 $312K No change
INTC Intel Corp. 0.16% 13,746 $312K Reduce -6.0%
GLD SPDR Gold Shares 0.16% 1,050 $303K No change
MDLZ Mondelez International Inc. Class A 0.16% 4,417 $300K Reduce -26.5%
K Kellanova 0.16% 3,612 $298K No change
VOTE TCW Transform 500 ETF 0.15% 4,453 $291K Add +31.8%
IUSV iShares Core S&P U.S. Value 0.15% 3,150 $291K Reduce -14.9%
VHT Vanguard Health Care ETF 0.15% 1,096 $290K New
BX Blackstone Inc. 0.15% 2,060 $288K Add +66.1%
QQQM Invesco Nasdaq 100 ETF 0.15% 1,454 $281K Add +1.4%
IWD iShares Russell 1000 Value E 0.15% 1,480 $278K No change
ELV Elevance Health Inc. 0.15% 640 $278K No change
XLK SS Technology Select Sector 0.14% 1,305 $269K No change
MMM 3M Co. 0.14% 1,816 $267K No change
F Ford Motor Co. filed as FORD MTR CO 0.14% 26,084 $262K Add +1.0%
XYL Xylem Inc. 0.14% 2,161 $258K Add +8.7%
V Visa Inc. Class A 0.13% 704 $247K No change
AME Ametek Inc. 0.12% 1,350 $232K No change
MSI Motorola Solutions Inc. 0.12% 524 $229K No change
SNPS Synopsys Inc. 0.12% 532 $228K Add +8.1%
RCL Royal Caribbean Cruises Ltd. 0.12% 1,100 $226K New
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 608 $225K No change
TRV The Travelers Cos Inc. 0.12% 849 $225K No change
RTX RTX Corp. 0.12% 1,675 $222K New
USSG Xtrackers MSCI USA Sele Eqty 0.12% 4,389 $221K New
UPS United Parcel Service Class B 0.11% 1,980 $218K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.11% 2,584 $217K New
DFAC Dimensional US Core Equity 2 0.11% 6,544 $216K No change
DSI iShares ESG MSCI KLD 400 ETF 0.11% 2,038 $209K Reduce -0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.11% 4,000 $207K Add +2.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 2,619 $207K New
SENS Senseonics Holdings Inc. 0.10% 300,000 $197K Add +160.9%
NRDS Nerdwallet Inc. Class A 0.07% 14,218 $129K No change
AGL Agilon Health Inc. 0.03% 15,000 $65K New

Portfolio Sells Q4 2024 → Q1 2025
GOOGL Alphabet Inc. Class A Reduce -0.4% 5.88% −1.60
GOOG Alphabet Inc. Class C Reduce -9.6% 1.76% −0.70
ITOT iShares Core S&P Total U.S. Reduce -4.2% 3.26% −0.45
IVV iShares Core S&P 500 ETF Reduce -0.7% 3.26% −0.30
BC Brunswick Corp. Reduce -0.0% 0.77% −0.19
ETN Eaton Corp. PLC Sold out 0.00% −0.15
CRM Salesforce Inc. Sold out 0.00% −0.12
FBIN Fortune Brands Innovations I Sold out 0.00% −0.11
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.11
VTI VG Morningstar TS MKT ETF-US Reduce -5.5% 0.57% −0.09
PG The Procter & Gamble Co. Reduce -0.0% 2.80% −0.05
DIREXION SHS ETF TR Sold out 0.00% −0.05
WFC Wells Fargo & Co. Reduce -6.5% 0.53% −0.04
META Meta Platforms Inc. Class A Reduce -2.7% 0.47% −0.04
MDLZ Mondelez International Inc. Class A Reduce -26.5% 0.16% −0.04
IUSV iShares Core S&P U.S. Value Reduce -14.9% 0.15% −0.03
UNH Unitedhealth Group Inc. Reduce -6.8% 0.27% −0.02
MCD McDonald's Corp. Reduce -7.9% 0.38% −0.02
NEE Nextera Energy Inc. Reduce -2.6% 0.18% −0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.1% 0.11% −0.01
INTC Intel Corp. Reduce -6.0% 0.16% +0.00
GILD Gilead Sciences Inc. Reduce -0.3% 0.27% +0.04
CVX Chevron Corp. Reduce -1.9% 2.93% +0.25

Portfolio Buys Q4 2024 → Q1 2025
AVGO Broadcom Inc. Add +737.3% 2.49% +2.06
BRK.A Berkshire Hathaway Inc. Class A New 1.67% +1.67
ONON On Holding AG Class A New 0.95% +0.95
HDV iShares Core High Dividend E Add +42.5% 1.21% +0.39
VYM Vanguard High DVD Yield ETF Add +40.7% 0.88% +0.24
VOO Vanguard S&P 500 ETF Add +14.1% 4.64% +0.22
VIG Vanguard Dividend Apprec ETF Add +10.5% 3.29% +0.18
AMGN Amgen Inc. Add +10.2% 0.80% +0.17
VHT Vanguard Health Care ETF New 0.15% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +15.8% 0.61% +0.15
ABBV Abbvie Inc. Add +4.4% 0.91% +0.14
KO The Coca-Cola Co. Add +2.2% 1.14% +0.14
RCL Royal Caribbean Cruises Ltd. New 0.12% +0.12
RTX RTX Corp. New 0.12% +0.12
USSG Xtrackers MSCI USA Sele Eqty New 0.12% +0.12
UPS United Parcel Service Class B New 0.11% +0.11
BNY Bank of New York Mellon Corp. New 0.11% +0.11
IBM Intl Business Machines Corp. Add +0.5% 1.25% +0.11
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.11% +0.11
XOM Exxon Mobil Corp. Add +4.8% 0.98% +0.10
PM Philip Morris International Add +4.3% 0.40% +0.10
ABT Abbott Laboratories Add +4.7% 0.47% +0.07
SENS Senseonics Holdings Inc. Add +160.9% 0.10% +0.07
T AT&T Inc. Add +7.7% 0.29% +0.07
VZ Verizon Communications Inc. Add +2.5% 0.51% +0.06
JPM JPMorgan Chase & Co. Add +6.8% 1.01% +0.05
BOXX Alpha Architect 1-3 MNTH Box Add +34.5% 0.21% +0.05
SBUX Starbucks Corp. Add +0.0% 1.25% +0.05
SH Proshares Short S&P500 Add +34.3% 0.17% +0.05
BX Blackstone Inc. Add +66.1% 0.15% +0.03
AGL Agilon Health Inc. New 0.03% +0.03
HD Home Depot Inc. Add +21.3% 0.33% +0.03
MO Altria Group Inc. Add +7.5% 0.18% +0.03
ROST Ross Stores Inc. Add +47.8% 0.17% +0.03
BMY Bristol-Myers Squibb Co. Add +5.7% 0.29% +0.03
VOTE TCW Transform 500 ETF Add +31.8% 0.15% +0.03
BAC Bank of America Corp. Add +16.8% 0.30% +0.02
CSCO Cisco Systems Inc. Add +1.0% 0.88% +0.01
XYL Xylem Inc. Add +8.7% 0.14% +0.01
WMT Walmart Inc. Add +7.9% 0.31% +0.00
SCHD Schwab US DVD Equity ETF Add +2.0% 0.36% +0.00
COST Costco Wholesale Corp. Add +0.6% 0.78% +0.00
F Ford Motor Co. Add +1.0% 0.14% −0.00
PSA Public Storage Add +0.4% 0.17% −0.01
CMCSA Comcast Corp. Class A Add +0.1% 0.16% −0.01
SNPS Synopsys Inc. Add +8.1% 0.12% −0.01
JEPQ JPM Nasdaq Equity Premium Add +2.6% 0.11% −0.01
QQQM Invesco Nasdaq 100 ETF Add +1.4% 0.15% −0.02
PFE Pfizer Inc. Add +3.8% 0.39% −0.02
ADBE Adobe Inc. Add +9.3% 0.20% −0.02

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