§ 13F · FUND PROFILE
RIDGECREST WEALTH PARTNERS, LLC.
AUM · $207M (13F)Positions · 111Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 63K | $23M | 10.9% | +44% |
| 2 | AAPL | APPLE INC | 77K | $22M | 10.7% | −1% |
| 3 | DGRO | ISHARES TR | 182K | $14M | 6.6% | +1% |
| 4 | NVDA | NVIDIA CORPORATION | 67K | $13M | 6.5% | −4% |
| 5 | VOO | VANGUARD INDEX FDS | 16K | $11M | 5.4% | +2% |
| 6 | IVV | ISHARES TR | 10K | $7M | 3.6% | −3% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 29K | $7M | 3.3% | −1% |
| 8 | ITOT | ISHARES TR | 40K | $6M | 3.1% | −1% |
| 9 | GOOG | ALPHABET INC | 18K | $6M | 3.1% | −1% |
| 10 | MSFT | MICROSOFT CORP | 15K | $6M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGECREST SIGNAL
AC read
RIDGECREST WEALTH PARTNERS, LLC is a Other fund managing $207 million in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →