Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners, LLC reported 111 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Ridgecrest Wealth Partners, LLC reported 111 holdings worth US$207M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 81,088 | US$29M | 14.0% |
| Apple Inc | 76,989 | US$22.3M | 10.7% |
| Nvidia Corporation | 67,440 | US$13.5M | 6.5% |
| Microsoft Corp. | 15,127 | US$5.64M | 2.7% |
| Chevron Corporation | 27,261 | US$4.52M | 2.2% |
| Broadcom Inc. | 11,239 | US$4.25M | 2.0% |
| Applied Materials, Inc. | 5,621 | US$4.06M | 2.0% |
| Berkshire Hathaway Inc. | 8,017 | US$4.01M | 1.9% |
| Procter & Gamble Company (the) | 22,493 | US$3.3M | 1.6% |
| Cisco Systems, Inc. | 27,276 | US$3.2M | 1.5% |
| Coca-cola Company (the) | 28,316 | US$2.3M | 1.1% |
| Abbvie Inc. | 8,339 | US$2.1M | 1.0% |
| Jp Morgan Chase & Co. | 6,016 | US$1.97M | 0.95% |
| Brunswick Corporation | 23,108 | US$1.95M | 0.94% |
| Amazon.com, Inc. | 7,989 | US$1.9M | 0.92% |
| International Business Machines Corporation | 6,662 | US$1.87M | 0.90% |
| Caterpillar, Inc. | 1,653 | US$1.76M | 0.85% |
| Amgen Inc. | 4,325 | US$1.57M | 0.76% |
| Tesla, Inc. | 3,626 | US$1.52M | 0.74% |
| Johnson & Johnson | 5,897 | US$1.5M | 0.72% |
| Netflix, Inc. | 19,229 | US$1.37M | 0.66% |
| Exxon Mobil Corporation | 9,526 | US$1.3M | 0.63% |
| Norfolk Southern Corporation | 4,060 | US$1.28M | 0.62% |
| Union Pacific Corporation | 4,157 | US$1.13M | 0.55% |
| Intel Corporation | 8,009 | US$1.12M | 0.54% |
| Wells Fargo & Company | 12,850 | US$1.06M | 0.51% |
| Eli Lilly And Company | 884 | US$1.06M | 0.51% |
| Sunrun Inc. | 79,000 | US$1.06M | 0.51% |
| Costco Wholesale Corporation | 1,115 | US$1.04M | 0.50% |
| Meta Platforms, Inc. | 1,712 | US$964K | 0.47% |
| Merck & Company, Inc. | 7,002 | US$900K | 0.43% |
| Philip Morris International Inc | 4,961 | US$897K | 0.43% |
| Mckesson Corporation | 1,024 | US$774K | 0.37% |
| Bank Of America Corporation | 12,120 | US$691K | 0.33% |
| Pfizer, Inc. | 24,537 | US$591K | 0.29% |
| Gilead Sciences, Inc. | 4,601 | US$581K | 0.28% |
| Home Depot, Inc. (the) | 1,629 | US$575K | 0.28% |
| American Express Company | 1,691 | US$572K | 0.28% |
| Walmart Inc. | 4,700 | US$532K | 0.26% |
| Abbott Laboratories | 5,822 | US$528K | 0.25% |
| Verizon Communications Inc. | 12,186 | US$516K | 0.25% |
| Walt Disney Company (the) | 5,050 | US$486K | 0.23% |
| Mcdonald's Corporation | 1,723 | US$466K | 0.22% |
| Altria Group, Inc. | 5,761 | US$415K | 0.20% |
| Oracle Corporation | 2,789 | US$409K | 0.20% |
| The Bank Of New York Mellon Corporation | 2,633 | US$381K | 0.18% |
| At&t Inc. | 17,409 | US$360K | 0.17% |
| Nextera Energy, Inc. | 3,726 | US$327K | 0.16% |
| Micron Technology, Inc. | 278 | US$321K | 0.15% |
| Rtx Corporation | 1,669 | US$317K | 0.15% |
| Pepsico, Inc. | 2,292 | US$310K | 0.15% |
| Qualcomm Incorporated | 1,638 | US$303K | 0.15% |
| Valero Energy Corporation | 1,054 | US$275K | 0.13% |
| Amphenol Corporation | 1,531 | US$270K | 0.13% |
| Xylem Inc. | 2,164 | US$256K | 0.12% |
| Marathon Petroleum Corporation | 1,000 | US$256K | 0.12% |
| Ge Aerospace | 676 | US$253K | 0.12% |
| Visa Inc. | 728 | US$250K | 0.12% |
| Elevance Health, Inc. | 640 | US$248K | 0.12% |
| American Electric Power Company, Inc. | 1,790 | US$245K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 240 | US$243K | 0.12% |
| Unitedhealth Group Incorporated | 557 | US$232K | 0.11% |
| Clorox Company (the) | 2,312 | US$221K | 0.11% |
| Public Storage | 686 | US$218K | 0.11% |
| Starbucks Corporation | 2,133 | US$218K | 0.11% |
| Csx Corporation | 4,531 | US$215K | 0.10% |
| Kimberly-clark Corporation | 1,950 | US$214K | 0.10% |
| General Dynamics Corporation | 587 | US$208K | 0.10% |
| Space Exploration Technologies Corp | 1,185 | US$202K | 0.10% |
| Ford Mtr Co Del | 13,332 | US$185K | 0.09% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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