§ 13F · FUND PROFILE
RIDGECREST WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 118Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 77K | $20M | 10.8% | ±0% |
| 2 | GOOGL | ALPHABET INC | 44K | $13M | 7.0% | −1% |
| 3 | DGRO | ISHARES TR | 179K | $13M | 6.9% | +4% |
| 4 | NVDA | NVIDIA CORPORATION | 71K | $12M | 6.8% | ±0% |
| 5 | VOO | VANGUARD INDEX FDS | 16K | $10M | 5.3% | +20% |
| 6 | AVGO | BROADCOM INC | 22K | $7M | 3.8% | ±0% |
| 7 | IVV | ISHARES TR | 10K | $7M | 3.7% | ±0% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 30K | $6M | 3.5% | +1% |
| 9 | ITOT | ISHARES TR | 40K | $6M | 3.1% | −2% |
| 10 | CVX | CHEVRON CORPORATION | 27K | $6M | 3.1% | +2% |
§ 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 $221 million in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed