Ridgecrest Wealth Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Ridgecrest Wealth Partners, LLC reported 118 stock positions worth $221.2 million. Its top holding was Apple (AAPL) at 12.2% of the portfolio, followed by Alphabet Class A (GOOGL, 7.8%) and iShares Core Dividend Growth (DGRO, 7.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 1, added to 30 and reduced 27. The biggest buy was Nvidia (NVDA, shares +223%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −1%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$221.2M (Q3 2025)
SEC Filing
0001860719-25-000007 ↗ filed Oct 14, 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 Q2 2025 Q3 2025: $221.2M $221.2M Q3 2025 Q4 2025: $184.4M Q4 2025 Q1 2026: $181.2M Q1 2026 Q2 2026: $207.3M Q2 2026

Holdings 118 stocks · $221.2M
AAPL Apple Inc. 12.21% 106,058 $27.0M Reduce -0.1%
GOOGL Alphabet Inc. Class A 7.82% 71,167 $17.3M Reduce -1.8%
DGRO iShares Core Dividend Growth 7.26% 235,879 $16.1M Reduce -0.5%
NVDA Nvidia Corp. 5.87% 69,532 $13.0M Add +222.7%
VOO Vanguard S&P 500 ETF 5.55% 20,047 $12.3M Reduce -2.9%
MSFT Microsoft Corp. 3.99% 17,032 $8.8M Add +0.1%
VIG Vanguard Dividend Apprec ETF 3.71% 38,068 $8.2M Add +1.2%
IVV iShares Core S&P 500 ETF 3.65% 12,065 $8.1M Reduce -0.0%
ITOT iShares Core S&P Total U.S. 3.27% 49,697 $7.2M Reduce -1.4%
GOOG Alphabet Inc. Class C 2.36% 21,387 $5.2M Reduce -0.6%
PG The Procter & Gamble Co. 2.16% 31,029 $4.8M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 2.00% 6,634 $4.4M Reduce -3.9%
CVX Chevron Corp. 1.94% 27,611 $4.3M Reduce -6.0%
BRK.A Berkshire Hathaway Inc. Class A 1.36% 4 $3.0M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.26% 9,851 $2.8M Add +0.6%
QQQ Invesco QQQ Trust Series 1 1.18% 4,333 $2.6M No change
JPM JPMorgan Chase & Co. 1.13% 7,903 $2.5M Add +0.5%
HDV iShares Core High Dividend E 1.12% 20,278 $2.5M Add +1.2%
JNJ Johnson & Johnson 1.09% 12,975 $2.4M Add +0.7%
VYM Vanguard High DVD Yield ETF 1.05% 16,449 $2.3M Add +1.8%
SPGI S&P Global Inc. 1.03% 4,664 $2.3M No change
KO The Coca-Cola Co. 0.89% 29,808 $2.0M No change
TSLA Tesla Inc. 0.89% 4,406 $2.0M Reduce -9.7%
XOM Exxon Mobil Corp. 0.88% 17,241 $1.9M Add +1.0%
ABBV Abbvie Inc. 0.86% 8,252 $1.9M Add +0.0%
AMZN Amazon.com Inc. 0.84% 8,485 $1.9M Add +1.0%
CSCO Cisco Systems Inc. 0.84% 27,041 $1.9M Add +0.2%
NFLX Netflix Inc. 0.78% 1,435 $1.7M No change
COST Costco Wholesale Corp. 0.76% 1,825 $1.7M Add +27.9%
ORCL Oracle Corp. 0.75% 5,889 $1.7M Reduce -11.0%
BC Brunswick Corp. 0.68% 23,808 $1.5M No change
RUN Sunrun Inc. 0.66% 85,000 $1.5M No change
AMGN Amgen Inc. 0.59% 4,627 $1.3M Reduce -5.1%
UNP Union Pacific Corp. 0.59% 5,511 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.58% 3,908 $1.3M Reduce -0.5%
SBUX Starbucks Corp. 0.57% 14,892 $1.3M Reduce -14.8%
NSC Norfolk Southern Corp. 0.55% 4,060 $1.2M No change
AVGO Broadcom Inc. 0.55% 3,694 $1.2M Reduce -2.6%
META Meta Platforms Inc. Class A 0.55% 1,659 $1.2M Reduce -0.2%
WFC Wells Fargo & Co. 0.53% 13,998 $1.2M No change
AMAT Applied Materials Inc. 0.52% 5,609 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.47% 2,058 $1.0M Reduce -2.5%
CAT Caterpillar Inc. 0.43% 1,981 $945K No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.42% 21,325 $938K Add +20.4%
TOST Toast Inc. Class A 0.41% 25,030 $914K New
ABT Abbott Laboratories 0.41% 6,743 $903K No change
IONQ Ionq Inc. 0.40% 14,529 $894K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.40% 7,739 $886K Add +0.0%
MCK McKesson Corp. 0.40% 1,136 $878K No change
VZ Verizon Communications Inc. 0.39% 19,781 $869K Reduce -2.3%
MRK Merck & Co. Inc. 0.39% 10,316 $866K Add +0.0%
PM Philip Morris International 0.36% 4,951 $803K Add +2.1%
PFE Pfizer Inc. 0.33% 28,502 $726K Add +1.7%
HD Home Depot Inc. 0.32% 1,772 $718K Add +2.9%
MCD McDonald's Corp. 0.32% 2,346 $713K Reduce -0.1%
WMT Walmart Inc. 0.32% 6,806 $701K No change
LLY Eli Lilly & Co. 0.31% 887 $677K Add +0.3%
SCHD Schwab US DVD Equity ETF 0.30% 24,391 $666K Add +3.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 12,617 $651K No change
AXP American Express Co. 0.28% 1,870 $621K No change
USMV iShares MSCI USA Min Vol Fac 0.27% 6,187 $589K No change
SCHW Schwab (charles) Corp. 0.25% 5,783 $552K Add +0.3%
T AT&T Inc. 0.25% 19,289 $545K Reduce -1.5%
HON Honeywell International Inc. 0.23% 2,389 $503K Add +4.4%
QCOM Qualcomm Inc. 0.22% 2,937 $489K No change
GILD Gilead Sciences Inc. 0.22% 4,304 $478K No change
PEP Pepsico Inc. 0.21% 3,362 $472K Reduce -0.5%
KMB Kimberly-Clark Corp. 0.18% 3,269 $406K No change
VOTE TCW Transform 500 ETF 0.18% 5,028 $395K No change
SDY SS SPDR S&P Dividend ETF 0.17% 2,724 $381K No change
MO Altria Group Inc. 0.17% 5,751 $380K No change
GLD SPDR Gold Shares 0.17% 1,050 $373K No change
VHT Vanguard Health Care ETF 0.17% 1,435 $373K No change
INTC Intel Corp. 0.17% 11,004 $369K Add +0.2%
BMY Bristol-Myers Squibb Co. 0.17% 8,115 $366K No change
NEE Nextera Energy Inc. 0.16% 4,817 $364K No change
XLK SS Technology Select Sector 0.16% 1,285 $362K No change
QQQM Invesco Nasdaq 100 ETF 0.16% 1,454 $359K No change
ROST Ross Stores Inc. 0.16% 2,275 $347K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 744 $345K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 717 $344K Add +12.2%
XYL Xylem Inc. 0.14% 2,162 $319K No change
ADBE Adobe Inc. 0.14% 895 $316K Reduce -0.2%
USSG Xtrackers MSCI USA Sele Eqty 0.14% 5,139 $315K No change
IUSV iShares Core S&P U.S. Value 0.14% 3,150 $315K No change
PSA Public Storage 0.14% 1,086 $314K No change
MMM 3M Co. 0.14% 1,984 $308K Add +2.9%
IWD iShares Russell 1000 Value E 0.14% 1,480 $301K No change
K Kellanova 0.14% 3,657 $300K Add +1.3%
RTX RTX Corp. 0.13% 1,668 $279K Reduce -1.8%
QBTS D-Wave Quantum Inc. 0.13% 11,191 $277K New
MDLZ Mondelez International Inc. Class A 0.12% 4,417 $276K No change
ETN Eaton Corp. PLC 0.12% 728 $272K No change
CLX Clorox Company 0.12% 2,204 $272K No change
BX Blackstone Inc. 0.12% 1,560 $267K No change
DSI iShares ESG MSCI KLD 400 ETF 0.12% 2,038 $257K No change
AME Ametek Inc. 0.11% 1,350 $254K No change
DFAC Dimensional US Core Equity 2 0.11% 6,544 $252K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.11% 2,291 $250K Reduce -11.3%
F Ford Motor Co. filed as FORD MTR CO 0.11% 20,723 $248K Reduce -18.8%

Show all 118 holdings

Portfolio Sells Q2 2025 → Q3 2025
DGRO iShares Core Dividend Growth Reduce -0.5% 7.26% −0.74
VOO Vanguard S&P 500 ETF Reduce -2.9% 5.55% −0.64
PG The Procter & Gamble Co. Reduce -0.6% 2.16% −0.47
ITOT iShares Core S&P Total U.S. Reduce -1.4% 3.27% −0.32
IVV iShares Core S&P 500 ETF Reduce -0.0% 3.65% −0.30
CVX Chevron Corp. Reduce -6.0% 1.94% −0.28
SBUX Starbucks Corp. Reduce -14.8% 0.57% −0.28
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.9% 2.00% −0.25
AMGN Amgen Inc. Reduce -5.1% 0.59% −0.13
META Meta Platforms Inc. Class A Reduce -0.2% 0.55% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.5% 0.47% −0.07
VZ Verizon Communications Inc. Reduce -2.3% 0.39% −0.07
T AT&T Inc. Reduce -1.5% 0.25% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.58% −0.05
ADBE Adobe Inc. Reduce -0.2% 0.14% −0.04
MCD McDonald's Corp. Reduce -0.1% 0.32% −0.04
F Ford Motor Co. Reduce -18.8% 0.11% −0.03
V Visa Inc. Class A Reduce -0.6% 0.11% −0.02
AGL Agilon Health Inc. Sold out 0.00% −0.02
PEP Pepsico Inc. Reduce -0.5% 0.21% −0.02
ORCL Oracle Corp. Reduce -11.0% 0.75% −0.01
BNY Bank of New York Mellon Corp. Reduce -11.3% 0.11% −0.01
RTX RTX Corp. Reduce -1.8% 0.13% −0.00
AVGO Broadcom Inc. Reduce -2.6% 0.55% −0.00
TSLA Tesla Inc. Reduce -9.7% 0.89% +0.07
GOOG Alphabet Inc. Class C Reduce -0.6% 2.36% +0.34
AAPL Apple Inc. Reduce -0.1% 12.21% +0.71
GOOGL Alphabet Inc. Class A Reduce -1.8% 7.82% +1.08

Portfolio Buys Q2 2025 → Q3 2025
NVDA Nvidia Corp. Add +222.7% 5.87% +4.07
TOST Toast Inc. Class A New 0.41% +0.41
IONQ Ionq Inc. New 0.40% +0.40
QBTS D-Wave Quantum Inc. New 0.13% +0.13
CALI Ishrs SH-TRM Ca Muni Act ETF New 0.11% +0.11
LULU Lululemon Athletica Inc. New 0.10% +0.10
RSP Invesco S&P 500 Equal Weight New 0.09% +0.09
SO The Southern Co. New 0.09% +0.09
FEPI Rex Fang Innov Prem Inc. ETF New 0.09% +0.09
ABBV Abbvie Inc. Add +0.0% 0.86% +0.06
JNJ Johnson & Johnson Add +0.7% 1.09% +0.05
INTC Intel Corp. Add +0.2% 0.17% +0.04
SPYD SS SPDR P S&P 500 Hi Div ETF Add +20.4% 0.42% +0.03
COST Costco Wholesale Corp. Add +27.9% 0.76% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +12.2% 0.16% +0.01
DIREXION SHS ETF TR Add +53.4% 0.06% −0.01
HD Home Depot Inc. Add +2.9% 0.32% −0.01
MMM 3M Co. Add +2.9% 0.14% −0.02
K Kellanova Add +1.3% 0.14% −0.02
UPS United Parcel Service Class B Add +22.1% 0.10% −0.02
SNPS Synopsys Inc. Add +0.6% 0.11% −0.02
SCHW Schwab (charles) Corp. Add +0.3% 0.25% −0.03
SCHD Schwab US DVD Equity ETF Add +3.2% 0.30% −0.03
PFE Pfizer Inc. Add +1.7% 0.33% −0.03
MRK Merck & Co. Inc. Add +0.0% 0.39% −0.04
HON Honeywell International Inc. Add +4.4% 0.23% −0.05
LLY Eli Lilly & Co. Add +0.3% 0.31% −0.06
JPM JPMorgan Chase & Co. Add +0.5% 1.13% −0.08
VYM Vanguard High DVD Yield ETF Add +1.8% 1.05% −0.09
XOM Exxon Mobil Corp. Add +1.0% 0.88% −0.09
PM Philip Morris International Add +2.1% 0.36% −0.10
DIS The Walt Disney Co. Add +0.0% 0.40% −0.11
HDV iShares Core High Dividend E Add +1.2% 1.12% −0.12
AMZN Amazon.com Inc. Add +1.0% 0.84% −0.13
CSCO Cisco Systems Inc. Add +0.2% 0.84% −0.15
IBM Intl Business Machines Corp. Add +0.6% 1.26% −0.27
VIG Vanguard Dividend Apprec ETF Add +1.2% 3.71% −0.35
MSFT Microsoft Corp. Add +0.1% 3.99% −0.48

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