Ridgecrest Wealth Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Ridgecrest Wealth Partners, LLC reported 103 stock positions worth $184.4 million. Its top holding was Apple (AAPL) at 11.4% of the portfolio, followed by Alphabet Class A (GOOGL, 7.6%) and Nvidia (NVDA, 7.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 19, added to 16 and reduced 63. The biggest buy was Broadcom (AVGO, shares +505%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −34%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$184.4M (Q4 2025)
SEC Filing
0001860719-26-000001 ↗ filed Jan 22, 2026

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 Q3 2025 Q4 2025: $184.4M $184.4M Q4 2025 Q1 2026: $181.2M Q1 2026 Q2 2026: $207.3M Q2 2026

Holdings 103 stocks · $184.4M
AAPL Apple Inc. 11.44% 77,576 $21.1M Reduce -26.9%
GOOGL Alphabet Inc. Class A 7.58% 44,634 $14.0M Reduce -37.3%
NVDA Nvidia Corp. 7.12% 70,437 $13.1M Add +1.3%
DGRO iShares Core Dividend Growth 6.49% 172,404 $12.0M Reduce -26.9%
VOO Vanguard S&P 500 ETF 4.51% 13,249 $8.3M Reduce -33.9%
AVGO Broadcom Inc. 4.19% 22,340 $7.7M Add +504.8%
MSFT Microsoft Corp. 3.94% 15,018 $7.3M Reduce -11.8%
IVV iShares Core S&P 500 ETF 3.83% 10,311 $7.1M Reduce -14.5%
VIG Vanguard Dividend Apprec ETF 3.48% 29,187 $6.4M Reduce -23.3%
ITOT iShares Core S&P Total U.S. 3.29% 40,821 $6.1M Reduce -17.9%
GOOG Alphabet Inc. Class C 3.26% 19,148 $6.0M Reduce -10.5%
CVX Chevron Corp. 2.22% 26,895 $4.1M Reduce -2.6%
PG The Procter & Gamble Co. 1.72% 22,179 $3.2M Reduce -28.5%
BRK.A Berkshire Hathaway Inc. Class A 1.64% 4 $3.0M No change
SPGI S&P Global Inc. 1.32% 4,664 $2.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.25% 3,381 $2.3M Reduce -49.0%
VYM Vanguard High DVD Yield ETF 1.24% 15,946 $2.3M Reduce -3.1%
JPM JPMorgan Chase & Co. 1.20% 6,866 $2.2M Reduce -13.1%
CSCO Cisco Systems Inc. 1.12% 26,760 $2.1M Reduce -1.0%
HDV iShares Core High Dividend E 1.12% 16,921 $2.1M Reduce -16.6%
KO The Coca-Cola Co. 1.07% 28,316 $2.0M Reduce -5.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.04% 6,457 $1.9M Reduce -34.5%
ABBV Abbvie Inc. 1.03% 8,338 $1.9M Add +1.0%
TSLA Tesla Inc. 0.97% 3,995 $1.8M Reduce -9.3%
BC Brunswick Corp. 0.96% 23,808 $1.8M No change
AMZN Amazon.com Inc. 0.89% 7,104 $1.6M Reduce -16.3%
RUN Sunrun Inc. 0.79% 79,000 $1.5M Reduce -7.1%
AMGN Amgen Inc. 0.76% 4,271 $1.4M Reduce -7.7%
WFC Wells Fargo & Co. 0.70% 13,836 $1.3M Reduce -1.2%
JNJ Johnson & Johnson 0.66% 5,855 $1.2M Reduce -54.9%
XOM Exxon Mobil Corp. 0.65% 9,898 $1.2M Reduce -42.6%
VTI VG Morningstar TS MKT ETF-US 0.64% 3,546 $1.2M Reduce -9.3%
AMAT Applied Materials Inc. 0.64% 4,613 $1.2M Reduce -17.8%
NSC Norfolk Southern Corp. 0.64% 4,060 $1.2M No change
META Meta Platforms Inc. Class A 0.56% 1,568 $1.0M Reduce -5.5%
COST Costco Wholesale Corp. 0.53% 1,134 $978K Reduce -37.9%
QQQ Invesco QQQ Trust Series 1 0.53% 1,587 $975K Reduce -63.4%
CAT Caterpillar Inc. 0.52% 1,670 $957K Reduce -15.7%
UNP Union Pacific Corp. 0.52% 4,111 $951K Reduce -25.4%
LLY Eli Lilly & Co. 0.51% 880 $946K Reduce -0.8%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.47% 19,885 $860K Reduce -6.8%
ABT Abbott Laboratories 0.46% 6,743 $845K No change
BRK.B Berkshire Hathaway Inc. Class B 0.44% 1,606 $807K Reduce -22.0%
PM Philip Morris International 0.43% 4,961 $796K Add +0.2%
SCHD Schwab US DVD Equity ETF 0.41% 27,655 $759K Add +13.4%
MRK Merck & Co. Inc. 0.39% 6,838 $720K Reduce -33.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 11,639 $640K Reduce -7.8%
PFE Pfizer Inc. 0.34% 25,247 $629K Reduce -11.4%
ORCL Oracle Corp. 0.33% 3,092 $603K Reduce -47.5%
NFLX Netflix Inc. 0.32% 6,288 $590K Reduce -56.2%
AXP American Express Co. 0.32% 1,579 $584K Reduce -15.6%
USMV iShares MSCI USA Min Vol Fac 0.32% 6,187 $583K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 4,880 $555K Reduce -36.9%
HD Home Depot Inc. 0.30% 1,612 $555K Reduce -9.0%
MCK McKesson Corp. 0.29% 644 $528K Reduce -43.3%
GILD Gilead Sciences Inc. 0.28% 4,250 $522K Reduce -1.3%
WMT Walmart Inc. 0.27% 4,417 $492K Reduce -35.1%
MCD McDonald's Corp. 0.26% 1,574 $481K Reduce -32.9%
VZ Verizon Communications Inc. 0.25% 11,156 $454K Reduce -43.6%
T AT&T Inc. 0.24% 17,520 $435K Reduce -9.2%
QBTS D-Wave Quantum Inc. 0.23% 16,005 $419K Add +43.0%
VHT Vanguard Health Care ETF 0.22% 1,436 $413K Add +0.1%
VOTE TCW Transform 500 ETF 0.22% 5,028 $403K No change
HON Honeywell International Inc. 0.22% 2,062 $402K Reduce -13.7%
GLD SPDR Gold Shares 0.21% 960 $380K Reduce -8.6%
SDY SS SPDR S&P Dividend ETF 0.21% 2,724 $379K No change
XLK SS Technology Select Sector 0.20% 2,570 $370K No change
QQQM Invesco Nasdaq 100 ETF 0.20% 1,454 $368K No change
IONQ Ionq Inc. 0.20% 8,083 $363K Reduce -44.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 739 $361K Add +3.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.19% 744 $358K No change
INTC Intel Corp. 0.18% 9,179 $339K Reduce -16.6%
MO Altria Group Inc. 0.18% 5,761 $332K Add +0.2%
VXUS Vanguard Total Intl Stock 0.18% 4,342 $328K Add +39.3%
USSG Xtrackers MSCI USA Sele Eqty 0.18% 5,139 $326K No change
IUSV iShares Core S&P U.S. Value 0.18% 3,150 $323K No change
RTX RTX Corp. 0.17% 1,712 $314K Add +2.6%
ADBE Adobe Inc. 0.17% 895 $313K No change
XYL Xylem Inc. 0.16% 2,163 $295K Add +0.1%
PSA Public Storage 0.15% 1,086 $282K No change
QCOM Qualcomm Inc. 0.15% 1,637 $280K Reduce -44.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.15% 2,312 $268K Add +0.9%
DSI iShares ESG MSCI KLD 400 ETF 0.14% 2,038 $263K No change
DFAC Dimensional US Core Equity 2 0.14% 6,544 $259K No change
NEE Nextera Energy Inc. 0.14% 3,217 $258K Reduce -33.2%
V Visa Inc. Class A 0.14% 728 $255K Add +2.3%
BX Blackstone Inc. 0.14% 1,646 $254K Add +5.5%
PEP Pepsico Inc. 0.13% 1,707 $245K Reduce -49.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.13% 4,000 $232K No change
UNH Unitedhealth Group Inc. 0.13% 704 $232K Reduce -0.4%
ELV Elevance Health Inc. 0.12% 640 $224K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.12% 5,230 $223K Reduce -0.1%
FTEC Fidelity MSCI Info Tech Indx 0.12% 945 $212K New
KMB Kimberly-Clark Corp. 0.11% 2,100 $212K Reduce -35.8%
GS Goldman Sachs Group Inc. 0.11% 240 $211K New
RSP Invesco S&P 500 Equal Weight 0.11% 1,088 $208K No change
APH Amphenol Corp. Class A 0.11% 1,531 $207K New
MDLZ Mondelez International Inc. Class A 0.11% 3,840 $207K Reduce -13.1%
QQQI Neos Nasdaq-100 High Inc. ETF 0.11% 3,750 $202K New
CALI Ishrs SH-TRM Ca Muni Act ETF 0.11% 4,000 $202K Reduce -15.8%
F Ford Motor Co. filed as FORD MTR CO 0.11% 15,332 $201K Reduce -26.0%
JEPI JPMorgan Equity Premium Inco 0.11% 3,500 $200K Reduce -4.1%
DIREXION SHS ETF TR 0.11% 39,485 $200K Add +64.6%

Portfolio Sells Q3 2025 → Q4 2025
VOO Vanguard S&P 500 ETF Reduce -33.9% 4.51% −1.04
AAPL Apple Inc. Reduce -26.9% 11.44% −0.77
DGRO iShares Core Dividend Growth Reduce -26.9% 6.49% −0.77
SPY SS SPDR S&P 500 ETF Trust-US Reduce -49.0% 1.25% −0.75
QQQ Invesco QQQ Trust Series 1 Reduce -63.4% 0.53% −0.65
SBUX Starbucks Corp. Sold out 0.00% −0.57
NFLX Netflix Inc. Reduce -56.2% 0.32% −0.46
PG The Procter & Gamble Co. Reduce -28.5% 1.72% −0.43
JNJ Johnson & Johnson Reduce -54.9% 0.66% −0.43
ORCL Oracle Corp. Reduce -47.5% 0.33% −0.42
TOST Toast Inc. Class A Sold out 0.00% −0.41
SCHW Schwab (charles) Corp. Sold out 0.00% −0.25
GOOGL Alphabet Inc. Class A Reduce -37.3% 7.58% −0.25
VIG Vanguard Dividend Apprec ETF Reduce -23.3% 3.48% −0.24
COST Costco Wholesale Corp. Reduce -37.9% 0.53% −0.23
XOM Exxon Mobil Corp. Reduce -42.6% 0.65% −0.23
IBM Intl Business Machines Corp. Reduce -34.5% 1.04% −0.22
IONQ Ionq Inc. Reduce -44.4% 0.20% −0.21
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.17
ROST Ross Stores Inc. Sold out 0.00% −0.16
VZ Verizon Communications Inc. Reduce -43.6% 0.25% −0.15
MMM 3M Co. Sold out 0.00% −0.14
IWD iShares Russell 1000 Value E Sold out 0.00% −0.14
K Kellanova Sold out 0.00% −0.14
ETN Eaton Corp. PLC Sold out 0.00% −0.12
CLX Clorox Company Sold out 0.00% −0.12
AME Ametek Inc. Sold out 0.00% −0.11
SNPS Synopsys Inc. Sold out 0.00% −0.11
MCK McKesson Corp. Reduce -43.3% 0.29% −0.11
MSI Motorola Solutions Inc. Sold out 0.00% −0.11
TRV The Travelers Cos Inc. Sold out 0.00% −0.11
UPS United Parcel Service Class B Sold out 0.00% −0.10
DIS The Walt Disney Co. Reduce -36.9% 0.30% −0.10
LULU Lululemon Athletica Inc. Sold out 0.00% −0.10
SO The Southern Co. Sold out 0.00% −0.09
FEPI Rex Fang Innov Prem Inc. ETF Sold out 0.00% −0.09
PEP Pepsico Inc. Reduce -49.2% 0.13% −0.08
UNP Union Pacific Corp. Reduce -25.4% 0.52% −0.07
NRDS Nerdwallet Inc. Class A Sold out 0.00% −0.07
QCOM Qualcomm Inc. Reduce -44.3% 0.15% −0.07
KMB Kimberly-Clark Corp. Reduce -35.8% 0.11% −0.07
MCD McDonald's Corp. Reduce -32.9% 0.26% −0.06
WMT Walmart Inc. Reduce -35.1% 0.27% −0.05
MSFT Microsoft Corp. Reduce -11.8% 3.94% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -22.0% 0.44% −0.03
NEE Nextera Energy Inc. Reduce -33.2% 0.14% −0.02
HD Home Depot Inc. Reduce -9.0% 0.30% −0.02
MDLZ Mondelez International Inc. Class A Reduce -13.1% 0.11% −0.01
T AT&T Inc. Reduce -9.2% 0.24% −0.01
HON Honeywell International Inc. Reduce -13.7% 0.22% −0.01

Portfolio Buys Q3 2025 → Q4 2025
AVGO Broadcom Inc. Add +504.8% 4.19% +3.64
NVDA Nvidia Corp. Add +1.3% 7.12% +1.26
ABBV Abbvie Inc. Add +1.0% 1.03% +0.17
FTEC Fidelity MSCI Info Tech Indx New 0.12% +0.12
GS Goldman Sachs Group Inc. New 0.11% +0.11
APH Amphenol Corp. Class A New 0.11% +0.11
SCHD Schwab US DVD Equity ETF Add +13.4% 0.41% +0.11
QQQI Neos Nasdaq-100 High Inc. ETF New 0.11% +0.11
QBTS D-Wave Quantum Inc. Add +43.0% 0.23% +0.10
VXUS Vanguard Total Intl Stock Add +39.3% 0.18% +0.07
PM Philip Morris International Add +0.2% 0.43% +0.07
VHT Vanguard Health Care ETF Add +0.1% 0.22% +0.06
DIREXION SHS ETF TR Add +64.6% 0.11% +0.05
RTX RTX Corp. Add +2.6% 0.17% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +3.1% 0.20% +0.04
BNY Bank of New York Mellon Corp. Add +0.9% 0.15% +0.03
V Visa Inc. Class A Add +2.3% 0.14% +0.03
BX Blackstone Inc. Add +5.5% 0.14% +0.02
XYL Xylem Inc. Add +0.1% 0.16% +0.02
MO Altria Group Inc. Add +0.2% 0.18% +0.01

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