Ridgecrest Wealth Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Ridgecrest Wealth Partners, LLC reported 111 stock positions worth $189.5 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.0%) and Alphabet Class A (GOOGL, 6.7%). Compared with Q1 2025, it opened 5 new positions, sold out of 6, added to 25 and reduced 49. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +20%) and the biggest sale Nvidia (NVDA, shares −73%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$189.5M (Q2 2025)
SEC Filing
0001860719-25-000005 ↗ filed Jul 15, 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 Q1 2025 Q2 2025: $189.5M $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 111 stocks · $189.5M
AAPL Apple Inc. 11.50% 106,220 $21.8M Reduce -0.8%
DGRO iShares Core Dividend Growth 8.00% 237,137 $15.2M Add +1.5%
GOOGL Alphabet Inc. Class A 6.74% 72,502 $12.8M Reduce -0.2%
VOO Vanguard S&P 500 ETF 6.19% 20,640 $11.7M Add +19.7%
MSFT Microsoft Corp. 4.47% 17,018 $8.5M Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 4.06% 37,622 $7.7M Add +16.3%
IVV iShares Core S&P 500 ETF 3.95% 12,066 $7.5M Add +8.9%
ITOT iShares Core S&P Total U.S. 3.59% 50,404 $6.8M Reduce -1.1%
PG The Procter & Gamble Co. 2.63% 31,229 $5.0M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.25% 6,904 $4.3M Reduce -13.5%
CVX Chevron Corp. 2.22% 29,361 $4.2M Reduce -12.3%
GOOG Alphabet Inc. Class C 2.02% 21,524 $3.8M Add +0.0%
NVDA Nvidia Corp. 1.80% 21,547 $3.4M Reduce -73.1%
BRK.A Berkshire Hathaway Inc. Class A 1.54% 4 $2.9M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.52% 9,796 $2.9M Add +2.1%
SPGI S&P Global Inc. 1.30% 4,664 $2.5M Reduce -9.3%
QQQ Invesco QQQ Trust Series 1 1.26% 4,333 $2.4M Add +1.6%
HDV iShares Core High Dividend E 1.24% 20,039 $2.3M Add +5.1%
JPM JPMorgan Chase & Co. 1.20% 7,861 $2.3M Add +0.1%
VYM Vanguard High DVD Yield ETF 1.14% 16,159 $2.2M Add +24.3%
KO The Coca-Cola Co. 1.11% 29,808 $2.1M Reduce -2.0%
JNJ Johnson & Johnson 1.04% 12,889 $2.0M Reduce -3.0%
NFLX Netflix Inc. 1.01% 1,435 $1.9M No change
CSCO Cisco Systems Inc. 0.99% 26,981 $1.9M Reduce -0.7%
AMZN Amazon.com Inc. 0.97% 8,399 $1.8M Add +0.5%
XOM Exxon Mobil Corp. 0.97% 17,069 $1.8M Add +8.8%
SBUX Starbucks Corp. 0.85% 17,485 $1.6M Reduce -27.9%
TSLA Tesla Inc. 0.82% 4,881 $1.6M Reduce -3.9%
ABBV Abbvie Inc. 0.81% 8,250 $1.5M Reduce -0.0%
ORCL Oracle Corp. 0.76% 6,614 $1.4M Reduce -2.9%
COST Costco Wholesale Corp. 0.75% 1,427 $1.4M Reduce -9.8%
AMGN Amgen Inc. 0.72% 4,877 $1.4M No change
BC Brunswick Corp. 0.69% 23,808 $1.3M Reduce -12.8%
UNP Union Pacific Corp. 0.67% 5,511 $1.3M No change
META Meta Platforms Inc. Class A 0.65% 1,662 $1.2M Add +6.5%
VTI VG Morningstar TS MKT ETF-US 0.63% 3,927 $1.2M Reduce -0.7%
WFC Wells Fargo & Co. 0.59% 13,998 $1.1M Reduce -0.2%
AVGO Broadcom Inc. 0.55% 3,793 $1.0M Reduce -86.7%
NSC Norfolk Southern Corp. 0.55% 4,060 $1.0M No change
AMAT Applied Materials Inc. 0.54% 5,609 $1.0M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.54% 2,110 $1.0M Reduce -4.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 7,738 $960K Reduce -2.5%
ABT Abbott Laboratories 0.48% 6,743 $917K No change
PM Philip Morris International 0.47% 4,851 $884K No change
VZ Verizon Communications Inc. 0.46% 20,254 $876K Reduce -4.8%
MCK McKesson Corp. 0.44% 1,136 $832K Reduce -8.8%
MRK Merck & Co. Inc. 0.43% 10,315 $817K Reduce -5.3%
CAT Caterpillar Inc. 0.41% 1,981 $769K Reduce -0.1%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.40% 17,710 $752K New
RUN Sunrun Inc. 0.37% 85,000 $695K No change
LLY Eli Lilly & Co. 0.36% 884 $689K Reduce -3.0%
MCD McDonald's Corp. 0.36% 2,349 $686K Add +0.6%
PFE Pfizer Inc. 0.36% 28,022 $679K Reduce -4.4%
WMT Walmart Inc. 0.35% 6,806 $665K Reduce -0.1%
HD Home Depot Inc. 0.33% 1,722 $632K Add +0.6%
SCHD Schwab US DVD Equity ETF 0.33% 23,638 $626K Reduce -3.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.32% 12,617 $597K Reduce -9.1%
AXP American Express Co. 0.31% 1,870 $596K Reduce -0.2%
USMV iShares MSCI USA Min Vol Fac 0.31% 6,187 $581K No change
T AT&T Inc. 0.30% 19,588 $567K Reduce -1.1%
HON Honeywell International Inc. 0.28% 2,289 $533K Reduce -0.1%
SCHW Schwab (charles) Corp. 0.28% 5,768 $526K No change
GILD Gilead Sciences Inc. 0.25% 4,304 $477K Reduce -6.5%
QCOM Qualcomm Inc. 0.25% 2,937 $468K No change
PEP Pepsico Inc. 0.24% 3,378 $446K Reduce -0.1%
KMB Kimberly-Clark Corp. 0.22% 3,269 $421K Reduce -0.4%
BMY Bristol-Myers Squibb Co. 0.20% 8,115 $376K Reduce -11.9%
SDY SS SPDR S&P Dividend ETF 0.20% 2,724 $370K No change
VOTE TCW Transform 500 ETF 0.19% 5,028 $366K Add +12.9%
VHT Vanguard Health Care ETF 0.19% 1,435 $356K Add +30.9%
ADBE Adobe Inc. 0.18% 897 $347K Reduce -7.7%
MO Altria Group Inc. 0.18% 5,751 $337K No change
NEE Nextera Energy Inc. 0.18% 4,817 $334K No change
QQQM Invesco Nasdaq 100 ETF 0.17% 1,454 $330K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 744 $328K No change
XLK SS Technology Select Sector 0.17% 1,285 $325K Reduce -1.5%
GLD SPDR Gold Shares 0.17% 1,050 $320K No change
PSA Public Storage 0.17% 1,086 $319K Reduce -1.1%
IUSV iShares Core S&P U.S. Value 0.16% 3,150 $298K No change
MDLZ Mondelez International Inc. Class A 0.16% 4,417 $298K No change
MMM 3M Co. 0.15% 1,928 $294K Add +6.2%
USSG Xtrackers MSCI USA Sele Eqty 0.15% 5,139 $292K Add +17.1%
ROST Ross Stores Inc. 0.15% 2,275 $290K Reduce -8.1%
IWD iShares Russell 1000 Value E 0.15% 1,480 $287K No change
K Kellanova 0.15% 3,612 $287K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 639 $280K Add +5.1%
XYL Xylem Inc. 0.15% 2,162 $280K Add +0.1%
F Ford Motor Co. filed as FORD MTR CO 0.15% 25,505 $277K Reduce -2.2%
CLX Clorox Company 0.14% 2,204 $265K No change
ETN Eaton Corp. PLC 0.14% 728 $260K New
V Visa Inc. Class A 0.13% 716 $254K Add +1.7%
SNPS Synopsys Inc. 0.13% 492 $252K Reduce -7.5%
ELV Elevance Health Inc. 0.13% 640 $249K No change
RTX RTX Corp. 0.13% 1,698 $248K Add +1.4%
INTC Intel Corp. 0.13% 10,980 $246K Reduce -20.1%
AME Ametek Inc. 0.13% 1,350 $244K No change
DSI iShares ESG MSCI KLD 400 ETF 0.13% 2,038 $237K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.12% 2,584 $235K No change
DFAC Dimensional US Core Equity 2 0.12% 6,544 $235K No change
BX Blackstone Inc. 0.12% 1,560 $233K Reduce -24.3%
UPS United Parcel Service Class B 0.12% 2,257 $228K Add +14.0%
TRV The Travelers Cos Inc. 0.12% 849 $227K No change
UNH Unitedhealth Group Inc. 0.12% 707 $221K Reduce -27.9%
MSI Motorola Solutions Inc. 0.12% 524 $220K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.11% 4,000 $218K No change
VXUS Vanguard Total Intl Stock 0.11% 3,117 $215K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 2,619 $214K No change
JEPI JPMorgan Equity Premium Inco 0.11% 3,650 $208K New
NRDS Nerdwallet Inc. Class A 0.08% 14,218 $156K No change
DIREXION SHS ETF TR 0.06% 15,635 $123K New
AGL Agilon Health Inc. 0.02% 19,000 $44K Add +26.7%

Portfolio Sells Q1 2025 → Q2 2025
NVDA Nvidia Corp. Reduce -73.1% 1.80% −2.75
AVGO Broadcom Inc. Reduce -86.7% 0.55% −1.94
ONON On Holding AG Class A Sold out 0.00% −0.95
AAPL Apple Inc. Reduce -0.8% 11.50% −0.95
CVX Chevron Corp. Reduce -12.3% 2.22% −0.71
SBUX Starbucks Corp. Reduce -27.9% 0.85% −0.40
BOXX Alpha Architect 1-3 MNTH Box Sold out 0.00% −0.21
PG The Procter & Gamble Co. Reduce -0.5% 2.63% −0.17
SH Proshares Short S&P500 Sold out 0.00% −0.17
CMCSA Comcast Corp. Class A Sold out 0.00% −0.16
UNH Unitedhealth Group Inc. Reduce -27.9% 0.12% −0.15
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.12
JNJ Johnson & Johnson Reduce -3.0% 1.04% −0.12
SENS Senseonics Holdings Inc. Sold out 0.00% −0.10
ABBV Abbvie Inc. Reduce -0.0% 0.81% −0.10
BMY Bristol-Myers Squibb Co. Reduce -11.9% 0.20% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -13.5% 2.25% −0.09
MRK Merck & Co. Inc. Reduce -5.3% 0.43% −0.08
BC Brunswick Corp. Reduce -12.8% 0.69% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.1% 0.54% −0.07
SPGI S&P Global Inc. Reduce -9.3% 1.30% −0.07
VZ Verizon Communications Inc. Reduce -4.8% 0.46% −0.04
COST Costco Wholesale Corp. Reduce -9.8% 0.75% −0.04
INTC Intel Corp. Reduce -20.1% 0.13% −0.03
PFE Pfizer Inc. Reduce -4.4% 0.36% −0.03
LLY Eli Lilly & Co. Reduce -3.0% 0.36% −0.03
PEP Pepsico Inc. Reduce -0.1% 0.24% −0.03
BX Blackstone Inc. Reduce -24.3% 0.12% −0.03
KO The Coca-Cola Co. Reduce -2.0% 1.11% −0.03
SCHD Schwab US DVD Equity ETF Reduce -3.2% 0.33% −0.03
KMB Kimberly-Clark Corp. Reduce -0.4% 0.22% −0.02
GILD Gilead Sciences Inc. Reduce -6.5% 0.25% −0.02
ROST Ross Stores Inc. Reduce -8.1% 0.15% −0.01
ADBE Adobe Inc. Reduce -7.7% 0.18% −0.01
PSA Public Storage Reduce -1.1% 0.17% −0.00
MCK McKesson Corp. Reduce -8.8% 0.44% +0.00
T AT&T Inc. Reduce -1.1% 0.30% +0.01
F Ford Motor Co. Reduce -2.2% 0.15% +0.01
BAC Bank of America Corp. Reduce -9.1% 0.32% +0.01
SNPS Synopsys Inc. Reduce -7.5% 0.13% +0.01
HON Honeywell International Inc. Reduce -0.1% 0.28% +0.03
XLK SS Technology Select Sector Reduce -1.5% 0.17% +0.03
WMT Walmart Inc. Reduce -0.1% 0.35% +0.04
AXP American Express Co. Reduce -0.2% 0.31% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 0.63% +0.06
CAT Caterpillar Inc. Reduce -0.1% 0.41% +0.06
WFC Wells Fargo & Co. Reduce -0.2% 0.59% +0.06
DIS The Walt Disney Co. Reduce -2.5% 0.51% +0.10
CSCO Cisco Systems Inc. Reduce -0.7% 0.99% +0.11
AMAT Applied Materials Inc. Reduce -0.1% 0.54% +0.12

Portfolio Buys Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Add +19.7% 6.19% +1.55
VIG Vanguard Dividend Apprec ETF Add +16.3% 4.06% +0.78
IVV iShares Core S&P 500 ETF Add +8.9% 3.95% +0.69
DGRO iShares Core Dividend Growth Add +1.5% 8.00% +0.45
SPYD SS SPDR P S&P 500 Hi Div ETF New 0.40% +0.40
IBM Intl Business Machines Corp. Add +2.1% 1.52% +0.27
VYM Vanguard High DVD Yield ETF Add +24.3% 1.14% +0.26
GOOG Alphabet Inc. Class C Add +0.0% 2.02% +0.25
QQQ Invesco QQQ Trust Series 1 Add +1.6% 1.26% +0.21
JPM JPMorgan Chase & Co. Add +0.1% 1.20% +0.19
META Meta Platforms Inc. Class A Add +6.5% 0.65% +0.18
AMZN Amazon.com Inc. Add +0.5% 0.97% +0.14
ETN Eaton Corp. PLC New 0.14% +0.14
VXUS Vanguard Total Intl Stock New 0.11% +0.11
JEPI JPMorgan Equity Premium Inco New 0.11% +0.11
DIREXION SHS ETF TR New 0.06% +0.06
VOTE TCW Transform 500 ETF Add +12.9% 0.19% +0.04
USSG Xtrackers MSCI USA Sele Eqty Add +17.1% 0.15% +0.04
VHT Vanguard Health Care ETF Add +30.9% 0.19% +0.04
HDV iShares Core High Dividend E Add +5.1% 1.24% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +5.1% 0.15% +0.03
MMM 3M Co. Add +6.2% 0.15% +0.02
RTX RTX Corp. Add +1.4% 0.13% +0.01
XYL Xylem Inc. Add +0.1% 0.15% +0.01
UPS United Parcel Service Class B Add +14.0% 0.12% +0.01
V Visa Inc. Class A Add +1.7% 0.13% +0.01
HD Home Depot Inc. Add +0.6% 0.33% +0.00
XOM Exxon Mobil Corp. Add +8.8% 0.97% −0.01
AGL Agilon Health Inc. Add +26.7% 0.02% −0.01
MCD McDonald's Corp. Add +0.6% 0.36% −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