← Back to Discover
RIDGECREST WEALTH PARTNERS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $216,110,985
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $25,460,602
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $22,053,122
- NVIDIA CORPORATION · COM · 67066G104 · shares: $16,858,814
- ISHARES TR · CORE DIV GRWTH · 46434V621 · shares: $13,991,913
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $13,976,590
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $7,860,795
- MICROSOFT CORP · COM · 594918104 · shares: $7,811,566
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $6,869,419
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $6,548,806
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $6,421,502
Reported holdings
113 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 76,454 shares | $25,460,602 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 64,093 shares | $22,053,122 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 73,819 shares | $16,858,814 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 185,594 shares | $13,991,913 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 19,942 shares | $13,976,590 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 10,264 shares | $7,860,795 |
| MICROSOFT CORP | COM | 594918104 | — | 15,230 shares | $7,811,566 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 29,443 shares | $6,869,419 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 19,219 shares | $6,548,806 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 38,619 shares | $6,421,502 |
| CHEVRON CORPORATION | COM | 166764100 | — | 27,111 shares | $5,536,337 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 22,626 shares | $3,287,105 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 4 shares | $2,988,020 |
| CISCO SYS INC | COM | 17275R102 | — | 27,271 shares | $2,935,158 |
| APPLIED MATLS INC | COM | 038222105 | — | 5,618 shares | $2,872,979 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 18,474 shares | $2,867,165 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 96,328 shares | $2,693,326 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,515 shares | $2,680,490 |
| COCA COLA CO | COM | 191216100 | — | 28,316 shares | $2,437,441 |
| ABBVIE INC | COM | 00287Y109 | — | 8,337 shares | $2,180,778 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,987 shares | $1,980,685 |
| AMAZON COM INC | COM | 023135106 | — | 7,906 shares | $1,969,760 |
| AMGEN INC | COM | 031162100 | — | 4,386 shares | $1,848,743 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4,132 shares | $1,629,950 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,013 shares | $1,591,962 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,527 shares | $1,550,502 |
| BRUNSWICK CORP | COM | 117043109 | — | 23,008 shares | $1,478,034 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,662 shares | $1,465,174 |
| CATERPILLAR INC | COM | 149123101 | — | 1,652 shares | $1,339,425 |
| TESLA INC | COM | 88160R101 | — | 3,616 shares | $1,282,835 |
| NETFLIX INC. | COM | 64110L106 | — | 18,404 shares | $1,280,543 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 4,060 shares | $1,254,469 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 3,327 shares | $1,245,200 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,672 shares | $1,212,576 |
| BROADCOM INC | COM | 11135F101 | — | 3,277 shares | $1,150,694 |
| UNION PAC CORP | COM | 907818108 | — | 4,132 shares | $1,124,441 |
| ELI LILLY & CO | COM | 532457108 | — | 943 shares | $1,091,126 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,098 shares | $1,044,699 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 12,167 shares | $1,033,710 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,997 shares | $1,016,734 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,108 shares | $1,009,028 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 22,035 shares | $999,728 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,323 shares | $978,635 |
| MCKESSON CORP | COM | 58155Q103 | — | 1,115 shares | $951,998 |
| INTEL CORP | COM | 458140100 | — | 7,876 shares | $946,931 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,961 shares | $946,658 |
| WELLS FARGO & CO | COM | 949746101 | — | 11,300 shares | $904,565 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 25,767 shares | $838,191 |
| PFIZER INC | COM | 717081103 | — | 24,738 shares | $705,519 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 4,601 shares | $685,779 |
| BANK OF AMER CORP | COM | 060505104 | — | 12,107 shares | $658,984 |
| SUNRUN INC | COM | 86771W105 | — | 79,000 shares | $613,830 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 6,187 shares | $602,861 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 1,861 shares | $588,139 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 5,930 shares | $579,598 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 5,822 shares | $575,384 |
| DISNEY WALT CO | COM | 254687106 | — | 5,314 shares | $557,478 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 11,186 shares | $513,095 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,570 shares | $503,078 |
| WALMART INC | COM | 931142103 | — | 4,695 shares | $487,895 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,570 shares | $477,437 |
| HOME DEPOT INC | COM | 437076102 | — | 1,669 shares | $474,747 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 1,449 shares | $441,423 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,838 shares | $428,133 |
| AT&T INC | COM | 00206R102 | — | 17,416 shares | $424,947 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 4,518 shares | $407,117 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 2,724 shares | $399,012 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 1,029 shares | $398,851 |
| MARATHON PETE CORP | COM | 56585A102 | — | 1,000 shares | $395,420 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 5,761 shares | $387,946 |
| ORACLE CORP | COM | 68389X105 | — | 2,789 shares | $382,964 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 2,573 shares | $372,133 |
| TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | — | 4,070 shares | $366,537 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 2,387 shares | $348,873 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 3,150 shares | $347,382 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 326 shares | $347,226 |
| RTX CORPORATION | COM | 75513E101 | — | 1,825 shares | $338,811 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 880 shares | $335,139 |
| MCDONALDS CORP | COM | 580135101 | — | 1,429 shares | $330,013 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 644 shares | $327,664 |
| DBX ETF TR | XTRACKERS MSCI | 233051150 | — | 4,300 shares | $306,547 |
| QUALCOMM INC | COM | 747525103 | — | 1,638 shares | $301,417 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 3,350 shares | $299,189 |
| PEPSICO INC | COM | 713448108 | — | 2,336 shares | $296,018 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 6,544 shares | $290,881 |
| VISA INC | COM CL A | 92826C839 | — | 786 shares | $282,433 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,726 shares | $282,207 |
| AMERICAN CENTY ETF TR | MID CAP GRW IMP | 025072760 | — | 4,000 shares | $278,000 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 906 shares | $271,854 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | — | 6,150 shares | $262,359 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 6,000 shares | $250,260 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 640 shares | $248,845 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 4,000 shares | $245,040 |
| DIREXION SHARES ETF TRUST | DLY TSLA BEAR 1X | 25461H564 | — | 4,228 shares | $241,842 |
| AMPHENOL CORP | CL A | 032095101 | — | 2,762 shares | $232,837 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 694 shares | $230,290 |
| XYLEM INC | COM | 98419M100 | — | 2,165 shares | $219,206 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 240 shares | $216,086 |
| SYNOPSYS INC | COM | 871607107 | — | 494 shares | $214,860 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,018 shares | $214,737 |