Top 50 Ridgecrest Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.84% | 77.4K | $19.6M | -0.22%(-168) | $138.04(+116.51%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.99% | 44.0K | $12.7M | -1.38%(-616) | $112.46(+258.01%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.94% | 179.2K | $12.6M | +3.94%(+6.80K) | $51.42(+42.31%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.8% | 70.6K | $12.3M | +0.23%(+161) | $151.90(+48.67%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.25% | 15.9K | $9.5M | +20.24%(+2.68K) | $466.65(+46.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.82% | 22.3K | $6.9M | +0.02%(+5) | $318.37(+30.91%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.73% | 10.3K | $6.8M | +0.27%(+28) | $413.90(+80.17%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.51% | 29.6K | $6.4M | +1.25%(+364) | $163.99(+39.45%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.15% | 40.1K | $5.7M | -1.86%(-759) | $93.78(+72.74%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.13% | 27.4K | $5.7M | +1.80%(+483) | $103.09(+80.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.88% | +68.02% |
| Top 20 Holdings Unweighted | +16.88% | +59.69% |
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