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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) |
|---|---|---|---|---|---|
| ADOBE INC | COM | 00724F101 | — | 889 shares | $213,307 |
| STARBUCKS CORP | COM | 855244109 | — | 2,268 shares | $213,138 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 1,790 shares | $212,366 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 2,356 shares | $210,815 |
| CSX CORP | COM | 126408103 | — | 4,531 shares | $210,737 |
| GE AEROSPACE | COM NEW | 369604301 | — | 671 shares | $209,547 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 569 shares | $208,869 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 | — | 3,750 shares | $208,313 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 4,390 shares | $207,823 |
| EATON CORP PLC | SHS | G29183103 | — | 478 shares | $205,401 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 5,200 shares | $205,088 |
| FORD MTR CO | COM | 345370860 | — | 13,332 shares | $160,784 |
| PUTNAM ETF TRUST | FRANKLIN CALIF | 746729839 | — | 23,000 shares | $157,550 |