StockDriftsStockDriftsTop 50 Ridgecrest Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.92% | 63.3K | $22.6M | +43.89%(+19.32K) | $174.37(+97.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.75% | 77.0K | $22.3M | -0.54%(-419) | $138.04(+121.22%) | 2026-06-30 | |
| DGRO | ISHARES TR | 6.64% | 181.7K | $13.8M | +1.40%(+2.50K) | $51.71(+53.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.51% | 67.4K | $13.5M | -4.47%(-3.16K) | $151.90(+48.82%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.38% | 16.2K | $11.2M | +1.91%(+305) | $469.79(+51.70%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.61% | 10.0K | $7.5M | -3.29%(-340) | $413.90(+88.19%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.35% | 29.3K | $6.9M | -0.75%(-222) | $163.99(+49.44%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.13% | 39.5K | $6.5M | -1.31%(-526) | $93.78(+81.10%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.06% | 18.0K | $6.3M | -0.81%(-147) | $102.95(+232.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.72% | 15.1K | $5.6M | +0.07%(+10) | $269.93(+80.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.47% | +79.22% | +12.33% | +78.88% |
| Top 20 Holdings Unweighted | +18.80% | +67.66% | +11.00% | +68.52% |
Ridgecrest Wealth Partners LLC reports $207.28M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (10.9%), AAPL (10.8%) and DGRO (6.6%). The top 20 holdings account for 71.8% of reported assets. Its disclosed equity book has returned +79.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ridgecrest Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1860719). View Ridgecrest Wealth Partners LLC’s 13F filings on SEC