RIDGECREST WEALTH PARTNERS, LLC

Registered adviser

CIK

1860719

Location

MILL VALLEY, CA

Portfolio Value

Small $181,735,439

Diversification

Diversified

Filing Date

Global Rank

#6,308 / 8,807 ▲ 153 · as of Jun 2026

Top Industry

Internet Content & Information 20.5%

Period ended 20 days ago

Filed Oct 19, 2026 · 1d

23 quarters · since Mar 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 311984

Roster of Oct 1, 2026

Regulatory AUM

$705,146,641

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$705,146,641	Individuals and high net worth (100%)
Feb 2025 to Mar 2026	$619,601,760	Individuals and high net worth (100%)
Apr 2024 to Jan 2025	$542,783,815	Individuals and high net worth (99%)
May 2023 to Mar 2024	$487,101,864	Individuals and high net worth (99%)
Apr 2023	$487,101,864	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$590,580,268	Individuals and high net worth (99%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.3% of the book (60%+)

Turnover

Low turnover

14.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.3 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.0%; sector active share 31.4% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

112 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.7%

+1.5 pts

Top 5

51.9%

−0.0 pts

Top 10

64.4%

+0.1 pts

HHI

683

Diversified+23

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$61,808,466	15
Unclassified	19.9%	$36,184,035	36
Communication Services	17.9%	$32,590,340	7
Financial Services	6.1%	$11,134,583	12
Healthcare	6.1%	$11,105,762	11
Consumer Defensive	4.9%	$8,851,726	7
Energy	4.3%	$7,881,126	4
Consumer Cyclical	3.3%	$5,909,514	7
Industrials	3.2%	$5,775,315	11
Utilities	0.3%	$494,572	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+6,379	73,819	$16,858,783
DGRO	iShares Core Dividend Growth ETF	+3,892	185,594	$0
VOO	VANGUARD 500 INDEX FUND	+3,707	19,942	$13,976,550
VXUS	Vanguard Total International Stock ETF	+1,889	12,167	$1,033,708
SPCX	Space Exploration Technologies Corp	+1,653	2,838	$428,140
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+1,332	18,474	$2,867,164
GOOG	Alphabet Inc.	+1,264	19,219	$6,548,682
APH	Amphenol Corp /De/	+1,231	2,762	$232,836
—		+971	96,328	$0
GOOGL	Alphabet Inc.	+757	64,093	$22,053,119
DSI	iShares ESG MSCI KLD 400 ETF	+349	2,387	$0
IVV	iShares Core S&P 500 ETF	+265	10,264	$0
DIS	Walt Disney Co	+264	5,314	$557,438
PFE	Pfizer Inc	+201	24,738	$705,527
RTX	RTX Corp	+156	1,825	$338,811
SBUX	Starbucks Corp	+135	2,268	$213,101
PG	PROCTER & GAMBLE Co	+133	22,626	$3,287,105
JNJ	Johnson & Johnson	+116	6,013	$1,591,881
VIG	Vanguard Specialized Funds	+114	29,443	$6,869,346
GD	General Dynamics Corp	+107	694	$230,290
MSFT	Microsoft Corp	+103	15,230	$7,811,467
MCK	Mckesson Corp	+91	1,115	$951,998
BRK-B	Berkshire Hathaway Inc	+67	2,098	$1,044,699
AMGN	Amgen Inc	+61	4,386	$1,848,742
LLY	ELI LILLY & Co	+59	943	$1,091,126
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−7,962	3,277	$1,150,849
WFC	Wells Fargo & Company/Mn	−1,550	11,300	$904,565
TSLS	Direxion Daily TSLA Bear 1X Shares	−1,100	4,228	$241,841
VZ	Verizon Communications Inc	−1,000	11,186	$513,101
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−917	38,619	$0
NFLX	Netflix Inc	−825	18,404	$1,280,550
AAPL	Apple Inc.	−535	76,454	$25,460,711
MCD	Mcdonalds Corp	−294	1,429	$330,013
CVX	Chevron Corp	−150	27,111	$5,536,337
INTC	Intel Corp	−133	7,876	$946,931
AXP	American Express Co	−121	1,570	$477,437
BC	Brunswick Corp	−100	23,008	$1,478,033
LVHI	Franklin International Low Volatility High Dividend Index ETF	−100	6,000	$250,260
AMZN	Amazon Com Inc	−83	7,906	$1,969,779
BNY	Bank of New York Mellon Corp	−60	2,573	$372,132
VOTE	TCW Transform 500 ETF	−40	4,070	$366,536
META	Meta Platforms, Inc.	−40	1,672	$1,212,500
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−30	5,200	$205,088
JPM	Jpmorgan Chase & Co	−29	5,987	$1,980,679
VLO	Valero Energy Corp/Tx	−25	1,029	$398,850
UNP	Union Pacific Corp	−25	4,132	$1,124,441
BAC	Bank Of America Corp /De/	−13	12,107	$658,984
TSLA	Tesla, Inc.	−10	3,616	$1,282,992
COST	Costco Wholesale Corp /New	−7	1,108	$1,008,656
CSCO	Cisco Systems, Inc.	−5	27,271	$2,935,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	4,132	$1,629,950
SCHW	Schwab Charles Corp	5,930	$579,598
DIVI	Franklin International Core Dividend Tilt Index ETF	6,150	$262,359
SNPS	Synopsys Inc	494	$214,860
ADBE	Adobe Inc.	889	$213,306
IBIT	iShares Bitcoin Trust ETF	4,390	$207,822
IEF	iShares 7-10 Year Treasury Bond ETF	3,350	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,030	$227,712
CLX	Clorox Co /De/	2,312	$220,657
PSA	Public Storage	686	$218,360
KMB	Kimberly Clark Corp	1,950	$214,051
AMDD	Direxion Daily AMD Bear 1X Shares	15,500	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 tracked positions · $181,735,439 total · filing declares 113 positions · $216,110,985 · as of Sep 30, 2026

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

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,454	-535	$25,460,711	+14.3%	14.01%
GOOGL	Alphabet Inc. Communication Services	Added	64,093	+757	$22,053,119	−2.6%	12.13%
NVDA	Nvidia Corp Technology	Added	73,819	+6,379	$16,858,783	+24.9%	9.28%
VOO	VANGUARD 500 INDEX FUND	Added	19,942	+3,707	$13,976,550	+25.3%	7.69%
MSFT	Microsoft Corp Technology	Added	15,230	+103	$7,811,467	+38.4%	4.30%
VIG	Vanguard Specialized Funds	Added	29,443	+114	$6,869,346	−1.0%	3.78%
GOOG	Alphabet Inc. Communication Services	Added	19,219	+1,264	$6,548,682	+3.2%	3.60%
CVX	Chevron Corp Energy	Reduced	27,111	-150	$5,536,337	+22.5%	3.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,626	+133	$3,287,105	−0.3%	1.81%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	4	0	$2,988,020	−0.2%	1.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,271	-5	$2,935,177	−8.4%	1.62%
AMAT	Applied Materials Inc /De Technology	Reduced	5,618	-3	$2,872,932	−29.3%	1.58%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	18,474	+1,332	$2,867,164	+5.8%	1.58%
SPY	Spdr S&P 500 ETF Trust	Held	3,515	0	$2,680,644	+2.1%	1.48%
KO	Coca Cola Co Consumer Defensive	Held	28,316	0	$2,437,441	+5.9%	1.34%
ABBV	AbbVie Inc. Healthcare	Reduced	8,337	-2	$2,180,875	+3.9%	1.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,987	-29	$1,980,679	+0.6%	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,906	-83	$1,969,779	+3.4%	1.08%
AMGN	Amgen Inc Healthcare	Added	4,386	+61	$1,848,742	+18.0%	1.02%
SPGI	S&P Global Inc. Financial Services	NEW	4,132	NEW	$1,629,950	NEW	0.90%
JNJ	Johnson & Johnson Healthcare	Added	6,013	+116	$1,591,881	+6.3%	0.88%
XOM	ExxonMobil Holdings Corp Energy	Added	9,527	+1	$1,550,519	+19.1%	0.85%
BC	Brunswick Corp Consumer Cyclical	Reduced	23,008	-100	$1,478,033	−24.1%	0.81%
IBM	International Business Machines Corp Technology	Held	6,662	0	$1,465,173	−21.8%	0.81%
CAT	Caterpillar Inc Industrials	Reduced	1,652	-1	$1,339,425	−23.9%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,616	-10	$1,282,992	−15.9%	0.71%
NFLX	Netflix Inc Communication Services	Reduced	18,404	-825	$1,280,550	−6.7%	0.70%
NSC	Norfolk Southern Corp Industrials	Held	4,060	0	$1,254,540	−1.8%	0.69%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	3,327	0	$1,245,096	+1.1%	0.69%
META	Meta Platforms, Inc. Communication Services	Reduced	1,672	-40	$1,212,500	+25.7%	0.67%
AVGO	Broadcom Inc. Technology	Reduced	3,277	-7,962	$1,150,849	−72.9%	0.63%
UNP	Union Pacific Corp Industrials	Reduced	4,132	-25	$1,124,441	−0.6%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	943	+59	$1,091,126	+2.9%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,098	+67	$1,044,699	+2.8%	0.57%
VXUS	Vanguard Total International Stock ETF	Added	12,167	+1,889	$1,033,708	+17.6%	0.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,997	-5	$1,016,734	+13.0%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,108	-7	$1,008,656	−3.3%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Held	1,323	0	$978,715	+0.5%	0.54%
MCK	Mckesson Corp Healthcare	Added	1,115	+91	$951,998	+23.0%	0.52%
INTC	Intel Corp Technology	Reduced	7,876	-133	$946,931	−15.3%	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,961	0	$946,658	+5.5%	0.52%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	11,300	-1,550	$904,565	−14.8%	0.50%
SCHD	Schwab U.S. Dividend Equity ETF	Added	25,767	+1	$838,200	+2.6%	0.46%
PFE	Pfizer Inc Healthcare	Added	24,738	+201	$705,527	+19.4%	0.39%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,601	0	$685,779	+18.0%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,107	-13	$658,984	−4.6%	0.36%
RUN	Sunrun Inc. Technology	Held	79,000	0	$613,830	−41.9%	0.34%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	1,861	+1	$588,224	+5.8%	0.32%
SCHW	Schwab Charles Corp Financial Services	NEW	5,930	NEW	$579,598	NEW	0.32%
ABT	Abbott Laboratories Healthcare	Held	5,822	0	$575,388	+8.9%	0.32%

Showing the top 50 of 112 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.