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Ridgecrest Wealth Partners, Llc

Portfolio Manager
Ridgecrest Wealth Partners, Llc
Performance
-4.89% (2026 Q1)
AUM (13F)
$181.17M
# of Holdings
96
Performance Rank
Allocation (Top 20)
71.16%

Ridgecrest Wealth Partners, Llc Holdings Map

Top 50 Ridgecrest Wealth Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.84%77.4K$19.6M
-0.22%(-168)
2025-Q1: 107.1K shares2025-Q2: 106.2K shares2025-Q3: 106.1K shares2025-Q4: 77.6K shares2026-Q1: 77.4K shares
$138.04(+116.51%)
2026-03-31
GOOGL
ALPHABET INC
6.99%44.0K$12.7M
-1.38%(-616)
2025-Q1: 72.6K shares2025-Q2: 72.5K shares2025-Q3: 71.2K shares2025-Q4: 44.6K shares2026-Q1: 44.0K shares
$112.46(+258.01%)
2026-03-31
DGRO
ISHARES TR
6.94%179.2K$12.6M
+3.94%(+6.80K)
2025-Q1: 233.5K shares2025-Q2: 237.1K shares2025-Q3: 235.9K shares2025-Q4: 172.4K shares2026-Q1: 179.2K shares
$51.42(+42.31%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.8%70.6K$12.3M
+0.23%(+161)
2025-Q1: 80.1K shares2025-Q2: 21.5K shares2025-Q3: 69.5K shares2025-Q4: 70.4K shares2026-Q1: 70.6K shares
$151.90(+48.67%)
2026-03-31
VOO
VANGUARD INDEX FDS
5.25%15.9K$9.5M
+20.24%(+2.68K)
2025-Q1: 17.2K shares2025-Q2: 20.6K shares2025-Q3: 20.0K shares2025-Q4: 13.2K shares2026-Q1: 15.9K shares
$466.65(+46.24%)
2026-03-31
AVGO
BROADCOM INC
3.82%22.3K$6.9M
+0.02%(+5)
2025-Q1: 28.4K shares2025-Q2: 3.8K shares2025-Q3: 3.7K shares2025-Q4: 22.3K shares2026-Q1: 22.3K shares
$318.37(+30.91%)
2026-03-31
IVV
ISHARES TR
3.73%10.3K$6.8M
+0.27%(+28)
2025-Q1: 11.1K shares2025-Q2: 12.1K shares2025-Q3: 12.1K shares2025-Q4: 10.3K shares2026-Q1: 10.3K shares
$413.90(+80.17%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.51%29.6K$6.4M
+1.25%(+364)
2025-Q1: 32.3K shares2025-Q2: 37.6K shares2025-Q3: 38.1K shares2025-Q4: 29.2K shares2026-Q1: 29.6K shares
$163.99(+39.45%)
2026-03-31
ITOT
ISHARES TR
3.15%40.1K$5.7M
-1.86%(-759)
2025-Q1: 50.9K shares2025-Q2: 50.4K shares2025-Q3: 49.7K shares2025-Q4: 40.8K shares2026-Q1: 40.1K shares
$93.78(+72.74%)
2026-03-31
CVX
CHEVRON CORPORATION
3.13%27.4K$5.7M
+1.80%(+483)
2025-Q1: 33.5K shares2025-Q2: 29.4K shares2025-Q3: 27.6K shares2025-Q4: 26.9K shares2026-Q1: 27.4K shares
$103.09(+80.42%)
2026-03-31

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