RIDGECREST WEALTH PARTNERS, LLC

CIK

1860719

Location

MILL VALLEY, CA

Portfolio Value

Small $143,942,049

Diversification

Diversified

Filing Date

Global Rank

#5,141 / 8,517 ▲ 206

Top Industry

Internet Content & Information 21.4%

3Y Alpha vs SPY

+33.3%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

22 quarters · since Mar 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+263.8%

SPY

+75.3%

Annualised alpha

+33.2%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.1%

+5.4 pts

Top 5

52.0%

+4.7 pts

Top 10

65.1%

+2.2 pts

HHI

823

Diversified+204

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$58,278,619	13
Communication Services	22.7%	$32,678,111	6
Healthcare	7.0%	$10,075,482	11
Consumer Defensive	6.4%	$9,232,026	9
Financial Services	6.4%	$9,178,665	8
Consumer Cyclical	4.7%	$6,819,354	7
Energy	4.4%	$6,351,350	4
Industrials	4.4%	$6,278,416	12
Unclassified	3.0%	$4,259,746	4
Utilities	0.4%	$571,920	2
Real Estate	0.2%	$218,360	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+19,171	81,291	$28,978,426
NFLX	Netflix Inc	+1,098	19,229	$1,372,950
VZ	Verizon Communications Inc	+600	12,186	$515,955
AMZN	Amazon Com Inc	+584	7,989	$1,904,098
NEE	Nextera Energy Inc	+391	3,726	$327,031
BAC	Bank Of America Corp /De/	+381	12,120	$690,597
BNY	Bank of New York Mellon Corp	+361	2,633	$380,758
WMT	Walmart Inc.	+358	4,700	$532,322
CSCO	Cisco Systems, Inc.	+318	27,276	$3,203,838
GILD	Gilead Sciences, Inc.	+276	4,601	$581,290
AEP	American Electric Power Co Inc	+177	1,790	$244,889
MRK	Merck & Co., Inc.	+164	7,002	$899,757
META	Meta Platforms, Inc.	+146	1,712	$964,352
PEP	Pepsico Inc	+119	2,292	$310,336
MCD	Mcdonalds Corp	+114	1,723	$465,744
AXP	American Express Co	+112	1,691	$571,980
AMGN	Amgen Inc	+104	4,325	$1,566,169
COST	Costco Wholesale Corp /New	+51	1,115	$1,043,049
VLO	Valero Energy Corp/Tx	+50	1,054	$274,503
HD	Home Depot, Inc.	+41	1,629	$574,515
LLY	ELI LILLY & Co	+24	884	$1,060,296
MSFT	Microsoft Corp	+10	15,127	$5,642,673
AMAT	Applied Materials Inc /De	+8	5,621	$4,063,983
QCOM	Qualcomm Inc/De	+1	1,638	$302,686
ABBV	AbbVie Inc.	+1	8,339	$2,098,425
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−11,106	11,239	$4,245,532
NVDA	Nvidia Corp	−3,158	67,440	$13,494,069
INTC	Intel Corp	−1,495	8,009	$1,118,296
HON	Honeywell International Inc	−1,044	1,018	$227,930
WFC	Wells Fargo & Company/Mn	−1,036	12,850	$1,061,924
ABT	Abbott Laboratories	−921	5,822	$528,288
JPM	Jpmorgan Chase & Co	−851	6,016	$1,969,217
BC	Brunswick Corp	−700	23,108	$1,946,617
AAPL	Apple Inc.	−419	76,989	$22,277,537
DIS	Walt Disney Co	−400	5,050	$486,062
PSA	Public Storage	−400	686	$218,360
TSLA	Tesla, Inc.	−369	3,626	$1,525,095
SPY	Spdr S&P 500 ETF Trust	−266	3,515	$2,624,896
PFE	Pfizer Inc	−201	24,537	$590,850
QQQ	Invesco Qqq Trust, Series 1	−165	1,323	$974,257
CVX	Chevron Corp	−117	27,261	$4,518,783
T	At&T Inc.	−117	17,409	$360,366
PG	PROCTER & GAMBLE Co	−105	22,493	$3,298,373
RTX	RTX Corp	−80	1,669	$316,659
BRK-B	Berkshire Hathaway Inc	−50	2,035	$4,011,692
JNJ	Johnson & Johnson	−28	5,897	$1,497,661
CAT	Caterpillar Inc	−7	1,653	$1,760,279
ORCL	Oracle Corp	−3	2,789	$408,727
IBM	International Business Machines Corp	−1	6,662	$1,873,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	278	$320,892
APH	Amphenol Corp /De/	1,531	$269,945
GE	General Electric Co	676	$252,641
ELV	Elevance Health, Inc.	640	$247,507
UNH	Unitedhealth Group Inc	557	$231,505
HONA	Honeywell Aerospace Inc.	1,030	$227,712
CLX	Clorox Co /De/	2,312	$220,657
SBUX	Starbucks Corp	2,133	$217,971
CSX	Csx Corp	4,531	$215,358
KMB	Kimberly Clark Corp	1,950	$214,051
GD	General Dynamics Corp	587	$207,938
ETN	Eaton Corp plc	478	$203,685
SPCX	Space Exploration Technologies Corp	1,185	$202,469
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	29,551	$6,355,238
SPGI	S&P Global Inc.	4,664	$1,983,785
VXUS	Vanguard Total International Stock ETF	10,275	$792,305
LMT	Lockheed Martin Corp	392	$236,920
ADBE	Adobe Inc.	895	$217,556
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $143,942,049 total · filing declares 111 positions · $207,277,849 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	81,291	+19,171	$28,978,426	+62.3%	20.13%
AAPL	Apple Inc. Technology	Reduced	76,989	-419	$22,277,537	+13.4%	15.48%
NVDA	Nvidia Corp Technology	Reduced	67,440	-3,158	$13,494,069	+9.6%	9.37%
MSFT	Microsoft Corp Technology	Added	15,127	+10	$5,642,673	+0.8%	3.92%
CVX	Chevron Corp Energy	Reduced	27,261	-117	$4,518,783	−20.2%	3.14%
AVGO	Broadcom Inc. Technology	Reduced	11,239	-11,106	$4,245,532	−38.6%	2.95%
AMAT	Applied Materials Inc /De Technology	Added	5,621	+8	$4,063,983	+111.8%	2.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,035	-50	$4,011,692	+3.7%	2.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,493	-105	$3,298,373	+1.1%	2.29%
CSCO	Cisco Systems, Inc. Technology	Added	27,276	+318	$3,203,838	+53.2%	2.23%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,515	-266	$2,624,896	+6.7%	1.82%
KO	Coca Cola Co Consumer Defensive	Held	28,316	0	$2,301,241	+6.9%	1.60%
ABBV	AbbVie Inc. Healthcare	Added	8,339	+1	$2,098,425	+15.7%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,016	-851	$1,969,217	−2.5%	1.37%
BC	Brunswick Corp Consumer Cyclical	Reduced	23,108	-700	$1,946,617	+12.4%	1.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,989	+584	$1,904,098	+23.5%	1.32%
IBM	International Business Machines Corp Technology	Reduced	6,662	-1	$1,873,421	+16.0%	1.30%
CAT	Caterpillar Inc Industrials	Reduced	1,653	-7	$1,760,279	+49.7%	1.22%
AMGN	Amgen Inc Healthcare	Added	4,325	+104	$1,566,169	+5.5%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,626	-369	$1,525,095	+2.7%	1.06%
JNJ	Johnson & Johnson Healthcare	Reduced	5,897	-28	$1,497,661	+3.4%	1.04%
NFLX	Netflix Inc Communication Services	Added	19,229	+1,098	$1,372,950	−21.2%	0.95%
XOM	ExxonMobil Holdings Corp Energy	Added	9,526	+1	$1,302,394	−19.4%	0.90%
NSC	Norfolk Southern Corp Industrials	Held	4,060	0	$1,277,235	+9.6%	0.89%
UNP	Union Pacific Corp Industrials	Held	4,157	0	$1,130,704	+12.1%	0.79%
INTC	Intel Corp Technology	Reduced	8,009	-1,495	$1,118,296	+166.6%	0.78%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	12,850	-1,036	$1,061,924	−3.9%	0.74%
LLY	ELI LILLY & Co Healthcare	Added	884	+24	$1,060,296	+34.0%	0.74%
RUN	Sunrun Inc. Technology	Held	79,000	0	$1,057,020	−1.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,115	+51	$1,043,049	−1.6%	0.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,323	-165	$974,257	+13.4%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	1,712	+146	$964,352	+7.6%	0.67%
MRK	Merck & Co., Inc. Healthcare	Added	7,002	+164	$899,757	+9.4%	0.63%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,961	0	$897,494	+9.4%	0.62%
MCK	Mckesson Corp Healthcare	Held	1,024	0	$773,734	−12.7%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,120	+381	$690,597	+20.7%	0.48%
PFE	Pfizer Inc Healthcare	Reduced	24,537	-201	$590,850	−14.9%	0.41%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,601	+276	$581,290	−3.6%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,629	+41	$574,515	+10.0%	0.40%
AXP	American Express Co Financial Services	Added	1,691	+112	$571,980	+19.8%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	4,700	+358	$532,322	−1.4%	0.37%
ABT	Abbott Laboratories Healthcare	Reduced	5,822	-921	$528,288	−23.7%	0.37%
VZ	Verizon Communications Inc Communication Services	Added	12,186	+600	$515,955	−11.3%	0.36%
DIS	Walt Disney Co Communication Services	Reduced	5,050	-400	$486,062	−7.5%	0.34%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,723	+114	$465,744	−6.9%	0.32%
MO	Altria Group, Inc. Consumer Defensive	Held	5,761	0	$414,503	+9.0%	0.29%
ORCL	Oracle Corp Technology	Reduced	2,789	-3	$408,727	−0.5%	0.28%
BNY	Bank of New York Mellon Corp Financial Services	Added	2,633	+361	$380,758	+41.3%	0.26%
T	At&T Inc. Communication Services	Reduced	17,409	-117	$360,366	−29.1%	0.25%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	644	0	$336,419	+12.8%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.