Ridgecrest Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Ridgecrest Wealth Partners, LLC reported 111 stock positions worth $207.3 million. Its top holding was Alphabet Class A (GOOGL) at 10.9% of the portfolio, followed by Apple (AAPL, 10.7%) and iShares Core Dividend Growth (DGRO, 6.6%). Compared with Q1 2026, it opened 17 new positions, sold out of 3, added to 33 and reduced 33. The biggest buy was Alphabet Class A (GOOGL, shares +44%) and the biggest sale Broadcom (AVGO, shares −50%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001860719
Portfolio Value
$207.3M (Q2 2026)
SEC Filing
0001860719-26-000004 ↗ filed Aug 5, 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 Q1 2026 Q2 2026: $207.3M $207.3M Q2 2026

Holdings 111 stocks · $207.3M
GOOGL Alphabet Inc. Class A 10.92% 63,336 $22.6M Add +43.9%
AAPL Apple Inc. 10.75% 76,989 $22.3M Reduce -0.5%
DGRO iShares Core Dividend Growth 6.64% 181,702 $13.8M Add +1.4%
NVDA Nvidia Corp. 6.51% 67,440 $13.5M Reduce -4.5%
VOO Vanguard S&P 500 ETF 5.38% 16,235 $11.2M Add +1.9%
IVV iShares Core S&P 500 ETF 3.61% 9,999 $7.5M Reduce -3.3%
VIG Vanguard Dividend Apprec ETF 3.35% 29,329 $6.9M Reduce -0.8%
ITOT iShares Core S&P Total U.S. 3.13% 39,536 $6.5M Reduce -1.3%
GOOG Alphabet Inc. Class C 3.06% 17,955 $6.3M Reduce -0.8%
MSFT Microsoft Corp. 2.72% 15,127 $5.6M Add +0.1%
CVX Chevron Corp. 2.18% 27,261 $4.5M Reduce -0.4%
AVGO Broadcom Inc. 2.05% 11,239 $4.2M Reduce -49.7%
AMAT Applied Materials Inc. 1.96% 5,621 $4.1M Add +0.1%
PG The Procter & Gamble Co. 1.59% 22,493 $3.3M Reduce -0.5%
CSCO Cisco Systems Inc. 1.55% 27,276 $3.2M Add +1.2%
BRK.A Berkshire Hathaway Inc. Class A 1.45% 4 $3.0M No change
VYM Vanguard High DVD Yield ETF 1.31% 17,142 $2.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.27% 3,515 $2.6M Reduce -7.0%
HDV iShares Core High Dividend E 1.26% 95,357 $2.6M Reduce -1.1%
KO The Coca-Cola Co. 1.11% 28,316 $2.3M No change
ABBV Abbvie Inc. 1.01% 8,339 $2.1M Add +0.0%
JPM JPMorgan Chase & Co. 0.95% 6,016 $2.0M Reduce -12.4%
BC Brunswick Corp. 0.94% 23,108 $1.9M Reduce -2.9%
AMZN Amazon.com Inc. 0.92% 7,989 $1.9M Add +7.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.90% 6,662 $1.9M Reduce -0.0%
CAT Caterpillar Inc. 0.85% 1,653 $1.8M Reduce -0.4%
SPGI S&P Global Inc. Class W 0.83% 4,232 $1.7M New
AMGN Amgen Inc. 0.76% 4,325 $1.6M Add +2.5%
TSLA Tesla Inc. 0.74% 3,626 $1.5M Reduce -9.2%
JNJ Johnson & Johnson 0.72% 5,897 $1.5M Reduce -0.5%
NFLX Netflix Inc. 0.66% 19,229 $1.4M Add +6.1%
XOM Exxon Mobil Corp. 0.63% 9,526 $1.3M Add +0.0%
NSC Norfolk Southern Corp. 0.62% 4,060 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.59% 3,327 $1.2M Reduce -6.2%
UNP Union Pacific Corp. 0.55% 4,157 $1.1M No change
INTC Intel Corp. 0.54% 8,009 $1.1M Reduce -15.7%
WFC Wells Fargo & Co. 0.51% 12,850 $1.1M Reduce -7.5%
LLY Eli Lilly & Co. 0.51% 884 $1.1M Add +2.8%
RUN Sunrun Inc. 0.51% 79,000 $1.1M No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.51% 22,035 $1.1M Add +0.9%
COST Costco Wholesale Corp. 0.50% 1,115 $1.0M Add +4.8%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 2,031 $1.0M Reduce -2.4%
QQQ Invesco QQQ Trust Series 1 0.47% 1,323 $974K Reduce -11.1%
META Meta Platforms Inc. Class A 0.47% 1,712 $964K Add +9.3%
MRK Merck & Co. Inc. 0.43% 7,002 $900K Add +2.4%
PM Philip Morris International 0.43% 4,961 $897K No change
VXUS Vanguard Total Intl Stock 0.42% 10,278 $879K Add +0.0%
SCHD Schwab US DVD Equity ETF 0.39% 25,766 $817K Reduce -6.6%
MCK McKesson Corp. 0.37% 1,024 $774K No change
BAC Bank of America Corp. 0.33% 12,120 $691K Add +3.3%
USMV iShares MSCI USA Min Vol Fac 0.29% 6,187 $597K No change
PFE Pfizer Inc. 0.29% 24,537 $591K Reduce -0.8%
GILD Gilead Sciences Inc. 0.28% 4,601 $581K Add +6.4%
HD Home Depot Inc. 0.28% 1,629 $575K Add +2.6%
AXP American Express Co. 0.28% 1,691 $572K Add +7.1%
VHT Vanguard Health Care ETF 0.27% 1,860 $556K Add +29.5%
WMT Walmart Inc. 0.26% 4,700 $532K Add +8.3%
ABT Abbott Laboratories 0.25% 5,822 $528K Reduce -13.7%
VZ Verizon Communications Inc. 0.25% 12,186 $516K Add +5.2%
XLK SS Technology Select Sector 0.24% 2,570 $490K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 5,050 $486K Reduce -7.3%
MCD McDonald's Corp. 0.22% 1,723 $466K Add +7.1%
QQQM Invesco Nasdaq 100 ETF 0.21% 1,434 $434K No change
SDY SS SPDR S&P Dividend ETF 0.20% 2,724 $415K No change
MO Altria Group Inc. 0.20% 5,761 $415K No change
ORCL Oracle Corp. 0.20% 2,789 $409K Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 4,494 $387K No change
BNY Bank of New York Mellon Corp. 0.18% 2,633 $381K Add +15.9%
VOTE TCW Transform 500 ETF 0.17% 4,110 $362K Reduce -16.6%
T AT&T Inc. 0.17% 17,409 $360K Reduce -0.7%
IUSV iShares Core S&P U.S. Value 0.17% 3,150 $347K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.16% 644 $337K No change
NEE Nextera Energy Inc. 0.16% 3,726 $327K Add +11.7%
GLD SPDR Gold Shares 0.16% 880 $324K No change
MU Micron Technology Inc. 0.15% 278 $321K New
RTX RTX Corp. 0.15% 1,669 $317K Reduce -4.6%
PEP Pepsico Inc. 0.15% 2,292 $310K Add +5.5%
QCOM Qualcomm Inc. 0.15% 1,638 $303K Add +0.1%
USSG Xtrackers MSCI USA Sele Eqty 0.14% 4,300 $299K Reduce -16.3%
DFAC Dimensional US Core Equity 2 0.14% 6,544 $290K No change
DSI iShares ESG MSCI KLD 400 ETF 0.14% 2,038 $290K No change
MID American Century Mid Cap Gro 0.13% 4,000 $275K No change
VLO Valero Energy Corp. 0.13% 1,054 $275K Add +5.0%
TSLS Direxion Daily Tsla Bear 1X 0.13% 5,328 $273K Add +9.9%
APH Amphenol Corp. Class A 0.13% 1,531 $270K New
FTEC Fidelity MSCI Info Tech Indx 0.12% 906 $259K New
XYL Xylem Inc. 0.12% 2,164 $256K Add +0.1%
MPC Marathon Petroleum Corp. 0.12% 1,000 $256K No change
GE General Electric filed as GE AEROSPACE 0.12% 676 $253K New
V Visa Inc. Class A 0.12% 728 $250K No change
LVHI Franklin International Low V 0.12% 6,100 $248K No change
ELV Elevance Health Inc. 0.12% 640 $248K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.12% 4,000 $246K No change
AEP American Electric Power 0.12% 1,790 $245K Add +11.0%
GS Goldman Sachs Group Inc. 0.12% 240 $243K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 5,230 $237K No change
UNH Unitedhealth Group Inc. 0.11% 557 $232K New
HON Honeywell International Inc. 0.11% 1,018 $228K Reduce -1.3%
HONA Honeywell Aerospace Inc. 0.11% 1,030 $228K No change
CLX Clorox Company 0.11% 2,312 $221K New
PSA Public Storage 0.11% 686 $218K Reduce -36.8%
SBUX Starbucks Corp. 0.11% 2,133 $218K New
CSX CSX Corp. 0.10% 4,531 $215K New
KMB Kimberly-Clark Corp. 0.10% 1,950 $214K New
QQQI Neos Nasdaq-100 High Inc. ETF 0.10% 3,750 $213K New
IDEV iShares Core MSCI Dev MKTS 0.10% 2,356 $210K New
GD General Dynamics Corp. 0.10% 587 $208K New
ETN Eaton Corp. PLC 0.10% 478 $204K New
SPCX Space Exploration Techn Class A 0.10% 1,185 $202K New
F Ford Motor Co. filed as FORD MTR CO 0.09% 13,332 $185K No change
DIREXION SHARES ETF TRUST 0.02% 15,500 $41K New

Portfolio Sells Q1 2026 → Q2 2026
AVGO Broadcom Inc. Reduce -49.7% 2.05% −1.77
SPGI S&P Global Inc. Sold out 0.00% −1.09
CVX Chevron Corp. Reduce -0.4% 2.18% −0.95
NVDA Nvidia Corp. Reduce -4.5% 6.51% −0.29
PG The Procter & Gamble Co. Reduce -0.5% 1.59% −0.21
HDV iShares Core High Dividend E Reduce -1.1% 1.26% −0.18
JPM JPMorgan Chase & Co. Reduce -12.4% 0.95% −0.16
VIG Vanguard Dividend Apprec ETF Reduce -0.8% 3.35% −0.16
HON Honeywell International Inc. Reduce -1.3% 0.11% −0.15
LMT Lockheed Martin Corp. Sold out 0.00% −0.13
ABT Abbott Laboratories Reduce -13.7% 0.25% −0.13
ADBE Adobe Inc. Sold out 0.00% −0.12
IVV iShares Core S&P 500 ETF Reduce -3.3% 3.61% −0.12
T AT&T Inc. Reduce -0.7% 0.17% −0.11
PFE Pfizer Inc. Reduce -0.8% 0.29% −0.10
WFC Wells Fargo & Co. Reduce -7.5% 0.51% −0.10
AAPL Apple Inc. Reduce -0.5% 10.75% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.0% 1.27% −0.09
TSLA Tesla Inc. Reduce -9.2% 0.74% −0.08
JNJ Johnson & Johnson Reduce -0.5% 0.72% −0.08
SCHD Schwab US DVD Equity ETF Reduce -6.6% 0.39% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.4% 0.49% −0.06
PSA Public Storage Reduce -36.8% 0.11% −0.06
DIS The Walt Disney Co. Reduce -7.3% 0.23% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -6.2% 0.59% −0.03
RTX RTX Corp. Reduce -4.6% 0.15% −0.03
VOTE TCW Transform 500 ETF Reduce -16.6% 0.17% −0.03
ORCL Oracle Corp. Reduce -0.1% 0.20% −0.03
USSG Xtrackers MSCI USA Sele Eqty Reduce -16.3% 0.14% −0.03
BC Brunswick Corp. Reduce -2.9% 0.94% −0.02
ITOT iShares Core S&P Total U.S. Reduce -1.3% 3.13% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -11.1% 0.47% −0.00
IBM Intl Business Machines Corp. Reduce -0.0% 0.90% +0.01
GOOG Alphabet Inc. Class C Reduce -0.8% 3.06% +0.19
CAT Caterpillar Inc. Reduce -0.4% 0.85% +0.20
INTC Intel Corp. Reduce -15.7% 0.54% +0.31

Portfolio Buys Q1 2026 → Q2 2026
GOOGL Alphabet Inc. Class A Add +43.9% 10.92% +3.93
AMAT Applied Materials Inc. Add +0.1% 1.96% +0.90
SPGI S&P Global Inc. Class W New 0.83% +0.83
CSCO Cisco Systems Inc. Add +1.2% 1.55% +0.39
MU Micron Technology Inc. New 0.15% +0.15
APH Amphenol Corp. Class A New 0.13% +0.13
VOO Vanguard S&P 500 ETF Add +1.9% 5.38% +0.13
FTEC Fidelity MSCI Info Tech Indx New 0.12% +0.12
GE General Electric New 0.12% +0.12
ELV Elevance Health Inc. New 0.12% +0.12
UNH Unitedhealth Group Inc. New 0.11% +0.11
CLX Clorox Company New 0.11% +0.11
SBUX Starbucks Corp. New 0.11% +0.11
CSX CSX Corp. New 0.10% +0.10
KMB Kimberly-Clark Corp. New 0.10% +0.10
QQQI Neos Nasdaq-100 High Inc. ETF New 0.10% +0.10
IDEV iShares Core MSCI Dev MKTS New 0.10% +0.10
GD General Dynamics Corp. New 0.10% +0.10
ETN Eaton Corp. PLC New 0.10% +0.10
SPCX Space Exploration Techn Class A New 0.10% +0.10
LLY Eli Lilly & Co. Add +2.8% 0.51% +0.07
AMZN Amazon.com Inc. Add +7.9% 0.92% +0.07
VHT Vanguard Health Care ETF Add +29.5% 0.27% +0.05
BNY Bank of New York Mellon Corp. Add +15.9% 0.18% +0.03
QCOM Qualcomm Inc. Add +0.1% 0.15% +0.03
DIREXION SHARES ETF TRUST New 0.02% +0.02
BAC Bank of America Corp. Add +3.3% 0.33% +0.02
AXP American Express Co. Add +7.1% 0.28% +0.01
ABBV Abbvie Inc. Add +0.0% 1.01% +0.01
AEP American Electric Power Add +11.0% 0.12% +0.00
VLO Valero Energy Corp. Add +5.0% 0.13% −0.00
HD Home Depot Inc. Add +2.6% 0.28% −0.01
NEE Nextera Energy Inc. Add +11.7% 0.16% −0.01
VXUS Vanguard Total Intl Stock Add +0.0% 0.42% −0.01
XYL Xylem Inc. Add +0.1% 0.12% −0.02
MRK Merck & Co. Inc. Add +2.4% 0.43% −0.02
META Meta Platforms Inc. Class A Add +9.3% 0.47% −0.03
TSLS Direxion Daily Tsla Bear 1X Add +9.9% 0.13% −0.03
PEP Pepsico Inc. Add +5.5% 0.15% −0.04
WMT Walmart Inc. Add +8.3% 0.26% −0.04
SPYD SS SPDR P S&P 500 Hi Div ETF Add +0.9% 0.51% −0.04
MCD McDonald's Corp. Add +7.1% 0.22% −0.05
GILD Gilead Sciences Inc. Add +6.4% 0.28% −0.05
AMGN Amgen Inc. Add +2.5% 0.76% −0.06
VZ Verizon Communications Inc. Add +5.2% 0.25% −0.07
COST Costco Wholesale Corp. Add +4.8% 0.50% −0.08
XOM Exxon Mobil Corp. Add +0.0% 0.63% −0.26
DGRO iShares Core Dividend Growth Add +1.4% 6.64% −0.30
NFLX Netflix Inc. Add +6.1% 0.66% −0.30
MSFT Microsoft Corp. Add +0.1% 2.72% −0.37

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