Q3 2026 13F · SEC CIK 1860719

Ridgecrest Wealth Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $216.1M
Reported positions: 113
Top holdings a year, 3 yrs: +22.2%
Assets under management: $705.1M

Ridgecrest Wealth Partners, LLC is a wealth manager that reported 113 positions worth $216.1M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Apple Inc (AAPL, 11.8%), Alphabet Inc (GOOGL, 10.2%), Nvidia Corporation (NVDA, 7.8%). A portfolio copying its top holdings returned 22.2% a year over the last 3 years, against 20.4% for the S&P 500.

Ridgecrest Wealth Partners, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ridgecrest Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	11.8%	10.7%	76,454	-0.7%	$25.5M
GOOGLAlphabet Inc	10.2%	10.9%	64,093	+1.2%	$22.1M
NVDANvidia Corporation	7.8%	6.5%	73,819	+9.5%	$16.9M
DGROIshares Tr	6.5%	6.6%	185,594	+2.1%	$14.0M
VOOVanguard Index Fds	6.5%	5.4%	19,942	+22.8%	$14.0M
IVVIshares Tr	3.6%	3.6%	10,264	+2.7%	$7.9M
MSFTMicrosoft Corp	3.6%	2.7%	15,230	+0.7%	$7.8M
VIGVanguard Specialized Funds	3.2%	3.3%	29,443	+0.4%	$6.9M
GOOGAlphabet Inc	3.0%	3.1%	19,219	+7.0%	$6.5M
ITOTIshares Tr	3.0%	3.1%	38,619	-2.3%	$6.4M
CVXChevron Corporation	2.6%	2.2%	27,111	-0.6%	$5.5M
PGProcter & Gamble Co	1.5%	1.6%	22,626	+0.6%	$3.3M
BRK-ABerkshire Hathaway Inc Del	1.4%	1.4%	4	+0.0%	$3.0M
CSCOCisco Sys Inc	1.4%	1.5%	27,271	-0.0%	$2.9M
AMATApplied Matls Inc	1.3%	2.0%	5,618	-0.1%	$2.9M
VYMVanguard Whitehall Fds	1.3%	1.3%	18,474	+7.8%	$2.9M
HDVIshares Tr	1.2%	1.3%	96,328	+1.0%	$2.7M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.3%	3,515	+0.0%	$2.7M
KOCoca Cola Co	1.1%	1.1%	28,316	+0.0%	$2.4M
ABBVAbbvie Inc	1.0%	1.0%	8,337	-0.0%	$2.2M
JPMJpmorgan Chase & Co	0.9%	0.9%	5,987	-0.5%	$2.0M
AMZNAmazon Com Inc	0.9%	0.9%	7,906	-1.0%	$2.0M
AMGNAmgen Inc	0.9%	0.8%	4,386	+1.4%	$1.8M
SPGIS&p Global Inc	0.8%	—	4,132	—	$1.6M
JNJJohnson & Johnson	0.7%	0.7%	6,013	+2.0%	$1.6M
XOMExxonmobil Holdings Corp	0.7%	—	9,527	—	$1.6M
BCBrunswick Corp	0.7%	0.9%	23,008	-0.4%	$1.5M
IBMInternational Business Machs	0.7%	0.9%	6,662	+0.0%	$1.5M
CATCaterpillar Inc	0.6%	0.8%	1,652	-0.1%	$1.3M
TSLATesla Inc	0.6%	0.7%	3,616	-0.3%	$1.3M
NFLXNetflix Inc.	0.6%	0.7%	18,404	-4.3%	$1.3M
NSCNorfolk Southn Corporation	0.6%	0.6%	4,060	+0.0%	$1.3M
VTIVanguard Index Fds	0.6%	0.6%	3,327	+0.0%	$1.2M
METAMeta Platforms Inc	0.6%	0.5%	1,672	-2.3%	$1.2M
AVGOBroadcom Inc	0.5%	2.0%	3,277	-70.8%	$1.2M
UNPUnion Pac Corp	0.5%	0.5%	4,132	-0.6%	$1.1M
LLYEli Lilly & Co	0.5%	0.5%	943	+6.7%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	2,098	+3.3%	$1.0M
VXUSVanguard Star Fds	0.5%	0.4%	12,167	+18.4%	$1.0M
MRKMerck & Co Inc	0.5%	0.4%	6,997	-0.1%	$1.0M
COSTCostco Wholesale Corporation	0.5%	0.5%	1,108	-0.6%	$1.0M
SPYDSpdr Ser Tr	0.5%	0.5%	22,035	+0.0%	$1000K
QQQInvesco Qqq Tr	0.5%	0.5%	1,323	+0.0%	$979K
MCKMckesson Corp	0.4%	0.4%	1,115	+8.9%	$952K
INTCIntel Corp	0.4%	0.5%	7,876	-1.7%	$947K
PMPhilip Morris Intl Inc	0.4%	0.4%	4,961	+0.0%	$947K
WFCWells Fargo & Co	0.4%	0.5%	11,300	-12.1%	$905K
SCHDSchwab Strategic Tr	0.4%	0.4%	25,767	+0.0%	$838K
PFEPfizer Inc	0.3%	—	24,738	—	$706K
GILDGilead Sciences Inc	0.3%	—	4,601	—	$686K

What Ridgecrest Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

AVGO Broadcom Inc-70.8% shares
WFC Wells Fargo & Co-12.1% shares

Left the top 50

S&p Global Incwas 0.8%
XOM Exxon Mobil Corpwas 0.6%
RUN Sunrun Incwas 0.5%
BAC Bank of Amer Corpwas 0.3%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.3% /yr; S&P 500 +20.1%
3 years: +22.2% /yr; S&P 500 +20.4%
5 years: +14.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$216.1M	113
Q2 2026	$207.3M	111
Q1 2026	$181.2M	96
Q4 2025	$184.4M	103
Q3 2025	$221.2M	118
Q2 2025	$189.5M	111
Q1 2025	$190.9M	112
Q4 2024	$184.4M	107
Q3 2024	$191.8M	112
Q2 2024	$166.1M	106
Q1 2024	$168.0M	109
Q4 2023	$151.3M	99

Questions about Ridgecrest Wealth Partners, LLC's portfolio

What stocks does Ridgecrest Wealth Partners, LLC own?

Ridgecrest Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 113 positions worth $216.1M. The largest are Apple Inc (AAPL) at 11.8%, Alphabet Inc (GOOGL) at 10.2%, Nvidia Corporation (NVDA) at 7.8%, Ishares Tr (DGRO) at 6.5% and Vanguard Index Fds (VOO) at 6.5%.

What did Ridgecrest Wealth Partners, LLC buy last quarter?

In Q3 2026, Ridgecrest Wealth Partners, LLC added Vanguard Index Fds (VOO) (+22.8% shares), Vanguard Star Fds (VXUS) (+18.4% shares) and Nvidia Corporation (NVDA) (+9.5% shares), compared with its Q2 2026 filing.

What did Ridgecrest Wealth Partners, LLC sell last quarter?

In Q3 2026, Ridgecrest Wealth Partners, LLC cut from its top 50 S&p Global Inc, cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Sunrun Inc (RUN), cut from its top 50 Bank of Amer Corp (BAC), Broadcom Inc (AVGO) (-70.8% shares) and Wells Fargo & Co (WFC) (-12.1% shares), compared with its Q2 2026 filing.

How has Ridgecrest Wealth Partners, LLC's portfolio performed?

A portfolio copying Ridgecrest Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.3% against +20.1%. Over 5 years: +14.1% a year against +11.6%.

When is Ridgecrest Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ridgecrest Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Ridgecrest Wealth Partners, LLC manage?

Ridgecrest Wealth Partners, LLC reported $705.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $216.1M.