Ridgecrest Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$181.2M
Q ending 2026-03-31
Prior quarter
$184.4M
Q ending 2025-12-31
Change
-1.7% QoQ · -5.1% YoY
Positions
96
reported holdings
Largest positions
All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $19.6M | 77K |
| Alphabet Inc | GOOGL | Shares | $12.7M | 44K |
| Ishares Tr | DGRO | Shares | $12.6M | 179K |
| Nvidia Corporation | NVDA | Shares | $12.3M | 71K |
| Vanguard Index Fds | VOO | Shares | $9.5M | 16K |
| Broadcom Inc | AVGO | Shares | $6.9M | 22K |
| Ishares Tr | IVV | Shares | $6.8M | 10K |
| Vanguard Specialized Funds | VIG | Shares | $6.4M | 30K |
| Ishares Tr | ITOT | Shares | $5.7M | 40K |
| Chevron Corporation | CVX | Shares | $5.7M | 27K |
| Microsoft Corp | MSFT | Shares | $5.6M | 15K |
| Alphabet Inc | GOOG | Shares | $5.2M | 18K |
| Procter & Gamble Co | PG | Shares | $3.3M | 23K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.9M | 4 |
| Ishares Tr | HDV | Shares | $2.6M | 19K |
| Vanguard Whitehall Fds | VYM | Shares | $2.5M | 17K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Coca Cola Co | KO | Shares | $2.2M | 28K |
| Cisco Sys Inc | CSCO | Shares | $2.1M | 27K |
| Jpmorgan Chase & Co | JPM | Shares | $2.0M | 7K |
| S&P Global Inc | SPGI | Shares | $2.0M | 5K |
| Applied Matls Inc | AMAT | Shares | $1.9M | 6K |
| Abbvie Inc | ABBV | Shares | $1.8M | 8K |
| Netflix Inc. | NFLX | Shares | $1.7M | 18K |
| Brunswick Corp | BC | Shares | $1.7M | 24K |
| Exxon Mobil Corp | XOM | Shares | $1.6M | 10K |
| International Business Machs | IBM | Shares | $1.6M | 7K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| Amgen Inc | AMGN | Shares | $1.5M | 4K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Norfolk Southn Corp | NSC | Shares | $1.2M | 4K |
| Vanguard Index Fds | VTI | Shares | $1.1M | 4K |
| Wells Fargo & Co | WFC | Shares | $1.1M | 14K |
| Sunrun Inc | RUN | Shares | $1.1M | 79K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Union Pac Corp | UNP | Shares | $1.0M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $997K | 2K |
| Spdr Series Trust | SPYD | Shares | $994K | 22K |
| Meta Platforms Inc | META | Shares | $896K | 2K |
| Mckesson Corp | MCK | Shares | $886K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $859K | 1K |
| Schwab Strategic Tr | SCHD | Shares | $847K | 28K |
| Merck & Co Inc | MRK | Shares | $823K | 7K |
| Philip Morris Intl Inc | PM | Shares | $820K | 5K |
| Vanguard Star Fds | VXUS | Shares | $792K | 10K |
| Eli Lilly & Co | LLY | Shares | $791K | 860 |
| Pfizer Inc | PFE | Shares | $695K | 25K |
| Abbott Laboratories | ABT | Shares | $692K | 7K |
| Gilead Sciences Inc | GILD | Shares | $603K | 4K |
| Verizon Communications Inc | VZ | Shares | $582K | 12K |
| Ishares Tr | USMV | Shares | $574K | 6K |
| Bank America Corp | BAC | Shares | $572K | 12K |
| Walmart Inc | WMT | Shares | $540K | 4K |
| Disney Walt Co | DIS | Shares | $525K | 5K |
| Home Depot Inc | HD | Shares | $522K | 2K |
| At&T Inc | T | Shares | $508K | 18K |
| Mcdonalds Corp | MCD | Shares | $500K | 2K |
| American Express Co | AXP | Shares | $478K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $466K | 2K |
| Intel Corp | INTC | Shares | $419K | 10K |
| Oracle Corp | ORCL | Shares | $411K | 3K |
| Spdr Series Trust | SDY | Shares | $398K | 3K |
| Vanguard World Fd | VHT | Shares | $391K | 1K |
| Altria Group Inc | MO | Shares | $380K | 6K |
| Spdr Gold Tr | GLD | Shares | $379K | 880 |
| Tcw Etf Trust | VOTE | Shares | $376K | 5K |
| Select Sector Spdr Tr | XLK | Shares | $342K | 3K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $341K | 1K |
| Pepsico Inc | PEP | Shares | $337K | 2K |
| Rtx Corporation | RTX | Shares | $337K | 2K |
| Vanguard Index Fds | VUG | Shares | $327K | 749 |
| Ishares Tr | IUSV | Shares | $322K | 3K |
| Nextera Energy Inc | NEE | Shares | $310K | 3K |
| Dbx Etf Tr | USSG | Shares | $307K | 5K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $298K | 644 |
| Public Storage Oper Co | PSA | Shares | $294K | 1K |
| Direxion Shares Etf Trust | TSLS | Shares | $292K | 5K |
| Bank New York Mellon Corp | BNY | Shares | $270K | 2K |
| Xylem Inc | XYL | Shares | $259K | 2K |
| Dimensional Etf Trust | DFAC | Shares | $254K | 7K |
| Valero Energy Corp | VLO | Shares | $248K | 1K |
| Legg Mason Etf Invt | LVHI | Shares | $247K | 6K |
| Ishares Tr | DSI | Shares | $247K | 2K |
| American Centy Etf Tr | MID | Shares | $244K | 4K |
| Marathon Pete Corp | MPC | Shares | $244K | 1K |
| Select Sector Spdr Tr | XLU | Shares | $240K | 5K |
| Lockheed Martin Corp | LMT | Shares | $237K | 392 |
| J P Morgan Exchange Traded F | JEPQ | Shares | $222K | 4K |
| Visa Inc | V | Shares | $220K | 728 |
| Adobe Inc | ADBE | Shares | $218K | 895 |
| American Elec Pwr Co Inc | AEP | Shares | $211K | 2K |
| Qualcomm Inc | QCOM | Shares | $211K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $203K | 240 |
| Ford Mtr Co | F | Shares | $154K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.