StockDriftsStockDriftsTop 50 Ridgecrest Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.78% | 76.5K | $25.5M | -0.69%(-535) | $138.04(+148.43%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 10.2% | 64.1K | $22.1M | +1.20%(+757) | $176.45(+95.06%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 7.8% | 73.8K | $16.9M | +9.46%(+6.38K) | $157.29(+38.02%) | 2026-09-30 | |
| DGRO | ISHARES TR | 6.47% | 185.6K | $14.0M | +2.14%(+3.89K) | $52.21(+50.35%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 6.47% | 19.9K | $14.0M | +22.83%(+3.71K) | $511.44(+37.77%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.64% | 10.3K | $7.9M | +2.65%(+265) | $422.77(+82.13%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.61% | 15.2K | $7.8M | +0.68%(+103) | $271.11(+96.79%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.18% | 29.4K | $6.9M | +0.39%(+114) | $164.26(+46.74%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.03% | 19.2K | $6.5M | +7.04%(+1.26K) | $119.00(+185.85%) | 2026-09-30 | |
| ITOT | ISHARES TR | 2.97% | 38.6K | $6.4M | -2.32%(-917) | $93.78(+77.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.95% | +85.88% | +12.90% | +83.47% |
| Top 20 Holdings Unweighted | +20.49% | +74.91% | +11.16% | +69.70% |
Ridgecrest Wealth Partners LLC reports $216.11M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.8%), GOOGL (10.2%) and NVDA (7.8%). The top 20 holdings account for 73.26% of reported assets. Its disclosed equity book has returned +85.88% on a three-year cumulative basis. Figures reflect the Q3 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