Ridgecrest Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Ridgecrest Wealth Partners, LLC reported 96 stock positions worth $181.2 million. Its top holding was Apple (AAPL) at 10.8% of the portfolio, followed by Alphabet Class A (GOOGL, 7.0%) and iShares Core Dividend Growth (DGRO, 6.9%). Compared with Q4 2025, it opened 7 new positions, sold out of 14, added to 36 and reduced 22. The biggest buy was Chevron (CVX, shares +2%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$181.2M (Q1 2026)
SEC Filing
0001860719-26-000002 ↗ filed Apr 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 Q4 2025 Q1 2026: $181.2M $181.2M Q1 2026 Q2 2026: $207.3M Q2 2026

Holdings 96 stocks · $181.2M
AAPL Apple Inc. 10.84% 77,408 $19.6M Reduce -0.2%
GOOGL Alphabet Inc. Class A 6.99% 44,018 $12.7M Reduce -1.4%
DGRO iShares Core Dividend Growth 6.94% 179,200 $12.6M Add +3.9%
NVDA Nvidia Corp. 6.80% 70,598 $12.3M Add +0.2%
VOO Vanguard S&P 500 ETF 5.25% 15,930 $9.5M Add +20.2%
AVGO Broadcom Inc. 3.82% 22,345 $6.9M Add +0.0%
IVV iShares Core S&P 500 ETF 3.73% 10,339 $6.8M Add +0.3%
VIG Vanguard Dividend Apprec ETF 3.51% 29,551 $6.4M Add +1.3%
ITOT iShares Core S&P Total U.S. 3.15% 40,062 $5.7M Reduce -1.9%
CVX Chevron Corp. 3.13% 27,378 $5.7M Add +1.8%
MSFT Microsoft Corp. 3.09% 15,117 $5.6M Add +0.7%
GOOG Alphabet Inc. Class C 2.87% 18,102 $5.2M Reduce -5.5%
PG The Procter & Gamble Co. 1.80% 22,598 $3.3M Add +1.9%
BRK.A Berkshire Hathaway Inc. Class A 1.59% 4 $2.9M No change
HDV iShares Core High Dividend E 1.44% 19,277 $2.6M Add +13.9%
VYM Vanguard High DVD Yield ETF 1.40% 17,142 $2.5M Add +7.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.36% 3,781 $2.5M Add +11.8%
KO The Coca-Cola Co. 1.19% 28,316 $2.2M No change
CSCO Cisco Systems Inc. 1.15% 26,958 $2.1M Add +0.7%
JPM JPMorgan Chase & Co. 1.11% 6,867 $2.0M Add +0.0%
SPGI S&P Global Inc. 1.09% 4,664 $2.0M No change
AMAT Applied Materials Inc. 1.06% 5,613 $1.9M Add +21.7%
ABBV Abbvie Inc. 1.00% 8,338 $1.8M No change
NFLX Netflix Inc. 0.96% 18,131 $1.7M Add +188.3%
BC Brunswick Corp. 0.96% 23,808 $1.7M No change
XOM Exxon Mobil Corp. 0.89% 9,525 $1.6M Reduce -3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.89% 6,663 $1.6M Add +3.2%
AMZN Amazon.com Inc. 0.85% 7,405 $1.5M Add +4.2%
TSLA Tesla Inc. 0.82% 3,995 $1.5M No change
AMGN Amgen Inc. 0.82% 4,221 $1.5M Reduce -1.2%
JNJ Johnson & Johnson 0.80% 5,925 $1.4M Add +1.2%
CAT Caterpillar Inc. 0.65% 1,660 $1.2M Reduce -0.6%
NSC Norfolk Southern Corp. 0.64% 4,060 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.63% 3,546 $1.1M No change
WFC Wells Fargo & Co. 0.61% 13,886 $1.1M Add +0.4%
RUN Sunrun Inc. 0.59% 79,000 $1.1M No change
COST Costco Wholesale Corp. 0.59% 1,064 $1.1M Reduce -6.2%
UNP Union Pacific Corp. 0.56% 4,157 $1.0M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 0.55% 2,081 $997K Add +29.6%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.55% 21,835 $994K Add +9.8%
META Meta Platforms Inc. Class A 0.49% 1,566 $896K Reduce -0.1%
MCK McKesson Corp. 0.49% 1,024 $886K Add +59.0%
QQQ Invesco QQQ Trust Series 1 0.47% 1,488 $859K Reduce -6.2%
SCHD Schwab US DVD Equity ETF 0.47% 27,596 $847K Reduce -0.2%
MRK Merck & Co. Inc. 0.45% 6,838 $823K No change
PM Philip Morris International 0.45% 4,961 $820K No change
VXUS Vanguard Total Intl Stock 0.44% 10,275 $792K Add +136.6%
LLY Eli Lilly & Co. 0.44% 860 $791K Reduce -2.3%
PFE Pfizer Inc. 0.38% 24,738 $695K Reduce -2.0%
ABT Abbott Laboratories 0.38% 6,743 $692K No change
GILD Gilead Sciences Inc. 0.33% 4,325 $603K Add +1.8%
VZ Verizon Communications Inc. 0.32% 11,586 $582K Add +3.9%
USMV iShares MSCI USA Min Vol Fac 0.32% 6,187 $574K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.32% 11,739 $572K Add +0.9%
WMT Walmart Inc. 0.30% 4,342 $540K Reduce -1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 5,450 $525K Add +11.7%
HD Home Depot Inc. 0.29% 1,588 $522K Reduce -1.5%
T AT&T Inc. 0.28% 17,526 $508K Add +0.0%
MCD McDonald's Corp. 0.28% 1,609 $500K Add +2.2%
AXP American Express Co. 0.26% 1,579 $478K No change
HON Honeywell International Inc. 0.26% 2,062 $466K No change
INTC Intel Corp. 0.23% 9,504 $419K Add +3.5%
ORCL Oracle Corp. 0.23% 2,792 $411K Reduce -9.7%
SDY SS SPDR S&P Dividend ETF 0.22% 2,724 $398K No change
VHT Vanguard Health Care ETF 0.22% 1,436 $391K No change
MO Altria Group Inc. 0.21% 5,761 $380K No change
GLD SPDR Gold Shares 0.21% 880 $379K Reduce -8.3%
VOTE TCW Transform 500 ETF 0.21% 4,928 $376K Reduce -2.0%
XLK SS Technology Select Sector 0.19% 2,570 $342K No change
QQQM Invesco Nasdaq 100 ETF 0.19% 1,434 $341K Reduce -1.4%
PEP Pepsico Inc. 0.19% 2,173 $337K Add +27.3%
RTX RTX Corp. 0.19% 1,749 $337K Add +2.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 749 $327K Add +1.4%
IUSV iShares Core S&P U.S. Value 0.18% 3,150 $322K No change
NEE Nextera Energy Inc. 0.17% 3,335 $310K Add +3.7%
USSG Xtrackers MSCI USA Sele Eqty 0.17% 5,139 $307K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.16% 644 $298K Reduce -13.4%
PSA Public Storage 0.16% 1,086 $294K No change
TSLS Direxion Daily Tsla Bear 1X 0.16% 4,848 $292K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.15% 2,272 $270K Reduce -1.7%
XYL Xylem Inc. 0.14% 2,163 $259K No change
DFAC Dimensional US Core Equity 2 0.14% 6,544 $254K No change
VLO Valero Energy Corp. 0.14% 1,004 $248K New
LVHI Franklin International Low V 0.14% 6,100 $247K New
DSI iShares ESG MSCI KLD 400 ETF 0.14% 2,038 $247K No change
MID American Century Mid Cap Gro 0.13% 4,000 $244K New
MPC Marathon Petroleum Corp. 0.13% 1,000 $244K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.13% 5,230 $240K No change
LMT Lockheed Martin Corp. 0.13% 392 $237K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.12% 4,000 $222K No change
V Visa Inc. Class A 0.12% 728 $220K No change
ADBE Adobe Inc. 0.12% 895 $218K No change
AEP American Electric Power 0.12% 1,613 $211K New
QCOM Qualcomm Inc. 0.12% 1,637 $211K No change
GS Goldman Sachs Group Inc. 0.11% 240 $203K No change
F Ford Motor Co. filed as FORD MTR CO 0.08% 13,332 $154K Reduce -13.0%

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -0.2% 10.84% −0.59
GOOGL Alphabet Inc. Class A Reduce -1.4% 6.99% −0.59
GOOG Alphabet Inc. Class C Reduce -5.5% 2.87% −0.39
QBTS D-Wave Quantum Inc. Sold out 0.00% −0.23
IONQ Ionq Inc. Sold out 0.00% −0.20
ITOT iShares Core S&P Total U.S. Reduce -1.9% 3.15% −0.14
BX Blackstone Inc. Sold out 0.00% −0.14
UNH Unitedhealth Group Inc. Sold out 0.00% −0.13
ELV Elevance Health Inc. Sold out 0.00% −0.12
FTEC Fidelity MSCI Info Tech Indx Sold out 0.00% −0.12
KMB Kimberly-Clark Corp. Sold out 0.00% −0.11
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.11
APH Amphenol Corp. Class A Sold out 0.00% −0.11
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.11
CALI Ishrs SH-TRM Ca Muni Act ETF Sold out 0.00% −0.11
QQQI Neos Nasdaq-100 High Inc. ETF Sold out 0.00% −0.11
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.11
DIREXION SHS ETF TR Sold out 0.00% −0.11
ORCL Oracle Corp. Reduce -9.7% 0.23% −0.10
LLY Eli Lilly & Co. Reduce -2.3% 0.44% −0.08
META Meta Platforms Inc. Class A Reduce -0.1% 0.49% −0.07
QQQ Invesco QQQ Trust Series 1 Reduce -6.2% 0.47% −0.05
DIA SS SPDR Dow Jones Indus Avg Reduce -13.4% 0.16% −0.03
F Ford Motor Co. Reduce -13.0% 0.08% −0.02
HD Home Depot Inc. Reduce -1.5% 0.29% −0.01
QQQM Invesco Nasdaq 100 ETF Reduce -1.4% 0.19% −0.01
VOTE TCW Transform 500 ETF Reduce -2.0% 0.21% −0.01
GLD SPDR Gold Shares Reduce -8.3% 0.21% +0.00
BNY Bank of New York Mellon Corp. Reduce -1.7% 0.15% +0.00
WMT Walmart Inc. Reduce -1.7% 0.30% +0.03
PFE Pfizer Inc. Reduce -2.0% 0.38% +0.04
COST Costco Wholesale Corp. Reduce -6.2% 0.59% +0.05
SCHD Schwab US DVD Equity ETF Reduce -0.2% 0.47% +0.06
AMGN Amgen Inc. Reduce -1.2% 0.82% +0.06
CAT Caterpillar Inc. Reduce -0.6% 0.65% +0.13
XOM Exxon Mobil Corp. Reduce -3.8% 0.89% +0.25

Portfolio Buys Q4 2025 → Q1 2026
CVX Chevron Corp. Add +1.8% 3.13% +0.90
VOO Vanguard S&P 500 ETF Add +20.2% 5.25% +0.75
NFLX Netflix Inc. Add +188.3% 0.96% +0.64
DGRO iShares Core Dividend Growth Add +3.9% 6.94% +0.45
AMAT Applied Materials Inc. Add +21.7% 1.06% +0.42
HDV iShares Core High Dividend E Add +13.9% 1.44% +0.33
VXUS Vanguard Total Intl Stock Add +136.6% 0.44% +0.26
MCK McKesson Corp. Add +59.0% 0.49% +0.20
TSLS Direxion Daily Tsla Bear 1X New 0.16% +0.16
VYM Vanguard High DVD Yield ETF Add +7.5% 1.40% +0.16
JNJ Johnson & Johnson Add +1.2% 0.80% +0.14
VLO Valero Energy Corp. New 0.14% +0.14
LVHI Franklin International Low V New 0.14% +0.14
MID American Century Mid Cap Gro New 0.13% +0.13
MPC Marathon Petroleum Corp. New 0.13% +0.13
LMT Lockheed Martin Corp. New 0.13% +0.13
AEP American Electric Power New 0.12% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +29.6% 0.55% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +11.8% 1.36% +0.11
SPYD SS SPDR P S&P 500 Hi Div ETF Add +9.8% 0.55% +0.08
PG The Procter & Gamble Co. Add +1.9% 1.80% +0.08
VZ Verizon Communications Inc. Add +3.9% 0.32% +0.07
PEP Pepsico Inc. Add +27.3% 0.19% +0.05
GILD Gilead Sciences Inc. Add +1.8% 0.33% +0.05
INTC Intel Corp. Add +3.5% 0.23% +0.05
T AT&T Inc. Add +0.0% 0.28% +0.04
UNP Union Pacific Corp. Add +1.1% 0.56% +0.04
CSCO Cisco Systems Inc. Add +0.7% 1.15% +0.04
NEE Nextera Energy Inc. Add +3.7% 0.17% +0.03
VIG Vanguard Dividend Apprec ETF Add +1.3% 3.51% +0.03
RTX RTX Corp. Add +2.2% 0.19% +0.02
MCD McDonald's Corp. Add +2.2% 0.28% +0.02
DIS The Walt Disney Co. Add +11.7% 0.29% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +1.4% 0.18% −0.01
BAC Bank of America Corp. Add +0.9% 0.32% −0.03
AMZN Amazon.com Inc. Add +4.2% 0.85% −0.04
JPM JPMorgan Chase & Co. Add +0.0% 1.11% −0.09
WFC Wells Fargo & Co. Add +0.4% 0.61% −0.09
IVV iShares Core S&P 500 ETF Add +0.3% 3.73% −0.10
IBM Intl Business Machines Corp. Add +3.2% 0.89% −0.15
NVDA Nvidia Corp. Add +0.2% 6.80% −0.33
AVGO Broadcom Inc. Add +0.0% 3.82% −0.38
MSFT Microsoft Corp. Add +0.7% 3.09% −0.85

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