RIDGECREST WEALTH PARTNERS, LLC

CIK

1860719

Location

MILL VALLEY, CA

Portfolio Value

Small $118,144,280

Diversification

Diversified

Filing Date

Global Rank

#4,988 / 8,232 ▲ 228

Top Industry

Semiconductors 17.4%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.0%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−0.6 pts

Top 5

48.4%

−3.3 pts

Top 10

61.6%

−1.7 pts

HHI

636

Diversified−44

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.4%	$52,424,458	12
Communication Services	14.3%	$16,912,032	6
Healthcare	7.8%	$9,236,290	9
Consumer Defensive	7.2%	$8,555,174	7
Financial Services	6.6%	$7,848,945	9
Energy	6.6%	$7,772,767	4
Consumer Cyclical	5.0%	$5,935,839	6
Industrials	3.9%	$4,648,687	7
Unclassified	3.4%	$3,994,727	4
Utilities	0.4%	$521,186	2
Real Estate	0.2%	$294,175	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+11,843	18,131	$1,743,295
AMAT	Applied Materials Inc /De	+1,000	5,613	$1,918,467
DIS	Walt Disney Co	+570	5,450	$525,271
CVX	Chevron Corp	+483	27,378	$5,664,508
BRK-B	Berkshire Hathaway Inc	+475	2,081	$997,215
PEP	Pepsico Inc	+466	2,173	$337,445
VZ	Verizon Communications Inc	+430	11,586	$581,617
PG	PROCTER & GAMBLE Co	+419	22,598	$3,264,055
SPY	Spdr S&P 500 ETF Trust	+400	3,781	$2,458,935
MCK	Mckesson Corp	+380	1,024	$886,128
INTC	Intel Corp	+325	9,504	$419,411
AMZN	Amazon Com Inc	+301	7,405	$1,542,239
IBM	International Business Machines Corp	+206	6,663	$1,615,044
CSCO	Cisco Systems, Inc.	+198	26,958	$2,091,671
NVDA	Nvidia Corp	+161	70,598	$12,312,291
NEE	Nextera Energy Inc	+118	3,335	$309,754
BAC	Bank Of America Corp /De/	+100	11,739	$572,276
MSFT	Microsoft Corp	+99	15,117	$5,595,859
GILD	Gilead Sciences, Inc.	+75	4,325	$602,775
JNJ	Johnson & Johnson	+70	5,925	$1,448,307
WFC	Wells Fargo & Company/Mn	+50	13,886	$1,105,464
UNP	Union Pacific Corp	+46	4,157	$1,008,571
RTX	RTX Corp	+37	1,749	$337,382
MCD	Mcdonalds Corp	+35	1,609	$500,061
T	At&T Inc.	+6	17,526	$508,078
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−2,000	13,332	$153,851
GOOGL	Alphabet Inc.	−616	44,018	$12,657,816
PFE	Pfizer Inc	−509	24,738	$694,643
XOM	Exxon Mobil Corp	−373	9,525	$1,616,011
ORCL	Oracle Corp	−300	2,792	$410,731
AAPL	Apple Inc.	−168	77,408	$19,645,376
DIA	Spdr Dow Jones Industrial Average ETF Trust	−100	644	$298,294
QQQ	Invesco Qqq Trust, Series 1	−99	1,488	$858,843
GLD	Spdr Gold Trust	−80	880	$378,655
WMT	Walmart Inc.	−75	4,342	$539,623
COST	Costco Wholesale Corp /New	−70	1,064	$1,060,201
AMGN	Amgen Inc	−50	4,221	$1,485,158
BNY	Bank of New York Mellon Corp	−40	2,272	$269,527
HD	Home Depot, Inc.	−24	1,588	$522,277
LLY	ELI LILLY & Co	−20	860	$791,002
CAT	Caterpillar Inc	−10	1,660	$1,176,043
META	Meta Platforms, Inc.	−2	1,566	$895,955
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	1,004	$248,068
MPC	Marathon Petroleum Corp	1,000	$244,180
LMT	Lockheed Martin Corp	392	$236,920
AEP	American Electric Power Co Inc	1,613	$211,432
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
QBTS	D-Wave Quantum Inc.	16,005	$418,530
IONQ	IonQ, Inc.	8,083	$362,684
BX	Blackstone Inc.	1,646	$253,714
UNH	Unitedhealth Group Inc	704	$232,397
ELV	Elevance Health, Inc.	640	$224,352
KMB	Kimberly Clark Corp	2,100	$211,869
APH	Amphenol Corp /De/	1,531	$206,899
MDLZ	Mondelez International, Inc.	3,840	$206,707
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $118,144,280 total · as of Mar 31, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	77,408	-168	$19,645,376	−6.8%	16.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	44,018	-616	$12,657,816	−9.4%	10.71%
NVDA	Nvidia Corp Technology	Added	70,598	+161	$12,312,291	−6.3%	10.42%
AVGO	Broadcom Inc. Technology	Added	22,345	+5	$6,916,000	−10.6%	5.85%
CVX	Chevron Corp Energy	Added	27,378	+483	$5,664,508	+38.2%	4.79%
MSFT	Microsoft Corp Technology	Added	15,117	+99	$5,595,859	−23.0%	4.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,598	+419	$3,264,055	+2.7%	2.76%
SPY	Spdr S&P 500 ETF Trust	Added	3,781	+400	$2,458,935	+6.7%	2.08%
KO	Coca Cola Co Consumer Defensive	Held	28,316	0	$2,153,431	+8.8%	1.82%
CSCO	Cisco Systems, Inc. Technology	Added	26,958	+198	$2,091,671	+1.5%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,867	+1	$2,019,996	−8.7%	1.71%
SPGI	S&P Global Inc. Financial Services	Held	4,664	0	$1,983,785	−18.6%	1.68%
AMAT	Applied Materials Inc /De Technology	Added	5,613	+1,000	$1,918,467	+61.8%	1.62%
ABBV	AbbVie Inc. Healthcare	Held	8,338	0	$1,813,431	−4.8%	1.53%
NFLX	Netflix Inc Communication Services	Added	18,131	+11,843	$1,743,295	+195.7%	1.48%
BC	Brunswick Corp Consumer Cyclical	Held	23,808	0	$1,732,270	−2.0%	1.47%
XOM	Exxon Mobil Corp Energy	Reduced	9,525	-373	$1,616,011	+35.7%	1.37%
IBM	International Business Machines Corp Technology	Added	6,663	+206	$1,615,044	−15.6%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,405	+301	$1,542,239	−5.9%	1.31%
AMGN	Amgen Inc Healthcare	Reduced	4,221	-50	$1,485,158	+6.2%	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,995	0	$1,485,141	−17.3%	1.26%
JNJ	Johnson & Johnson Healthcare	Added	5,925	+70	$1,448,307	+19.5%	1.23%
CAT	Caterpillar Inc Industrials	Reduced	1,660	-10	$1,176,043	+22.9%	1.00%
NSC	Norfolk Southern Corp Industrials	Held	4,060	0	$1,165,220	−0.6%	0.99%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,886	+50	$1,105,464	−14.3%	0.94%
RUN	Sunrun Inc. Technology	Held	79,000	0	$1,071,240	−26.3%	0.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,064	-70	$1,060,201	+8.4%	0.90%
UNP	Union Pacific Corp Industrials	Added	4,157	+46	$1,008,571	+6.1%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,081	+475	$997,215	+23.5%	0.84%
META	Meta Platforms, Inc. Communication Services	Reduced	1,566	-2	$895,955	−13.4%	0.76%
MCK	Mckesson Corp Healthcare	Added	1,024	+380	$886,128	+67.7%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,488	-99	$858,843	−11.9%	0.73%
MRK	Merck & Co., Inc. Healthcare	Held	6,838	0	$822,543	+14.3%	0.70%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,961	0	$820,251	+3.1%	0.69%
LLY	ELI LILLY & Co Healthcare	Reduced	860	-20	$791,002	−16.4%	0.67%
PFE	Pfizer Inc Healthcare	Reduced	24,738	-509	$694,643	+10.5%	0.59%
ABT	Abbott Laboratories Healthcare	Held	6,743	0	$692,303	−18.1%	0.59%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,325	+75	$602,775	+15.6%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	11,586	+430	$581,617	+28.0%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,739	+100	$572,276	−10.6%	0.48%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,342	-75	$539,623	+9.7%	0.46%
DIS	Walt Disney Co Communication Services	Added	5,450	+570	$525,271	−5.4%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,588	-24	$522,277	−5.8%	0.44%
T	At&T Inc. Communication Services	Added	17,526	+6	$508,078	+16.7%	0.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,609	+35	$500,061	+3.9%	0.42%
AXP	American Express Co Financial Services	Held	1,579	0	$477,615	−18.2%	0.40%
HON	Honeywell International Inc Industrials	Held	2,062	0	$466,073	+15.9%	0.39%
INTC	Intel Corp Technology	Added	9,504	+325	$419,411	+23.8%	0.35%
ORCL	Oracle Corp Technology	Reduced	2,792	-300	$410,731	−31.8%	0.35%
MO	Altria Group, Inc. Consumer Defensive	Held	5,761	0	$380,168	+14.4%	0.32%