RIDGECREST WEALTH PARTNERS, LLC
Q3 2026 13F filing
Updated 17 days ago113 disclosed positions worth $216.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $25.5M | 76.5K | 11.78% | Trimmed(-0.7%) |
| 2 | G ALPHABET INC | $22.1M | 64.1K | 10.20% | Added(+1.2%) |
| 3 | N NVIDIA CORPORATION | $16.9M | 73.8K | 7.80% | Added(+9.5%) |
| 4 | E ISHARES TR | $14M | 185.6K | 6.47% | Added(+2.1%) |
| 5 | V VANGUARD INDEX FDS | $14M | 19.9K | 6.47% | Added(+22.8%) |
| 6 | E ISHARES TR | $7.9M | 10.3K | 3.64% | Added(+2.6%) |
| 7 | M MICROSOFT CORP | $7.8M | 15.2K | 3.61% | Added(+0.7%) |
| 8 | B VANGUARD SPECIALIZED FUNDS | $6.9M | 29.4K | 3.18% | Added(+0.4%) |
| 9 | G ALPHABET INC | $6.5M | 19.2K | 3.03% | Added(+7.0%) |
| 10 | E ISHARES TR | $6.4M | 38.6K | 2.97% | Trimmed(-2.3%) |
| 11 | C CHEVRON CORPORATION | $5.5M | 27.1K | 2.56% | Trimmed(-0.6%) |
| 12 | P PROCTER & GAMBLE CO | $3.3M | 22.6K | 1.52% | Added(+0.6%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $3M | 4 | 1.38% | Unchanged |
| 14 | C CISCO SYS INC | $2.9M | 27.3K | 1.36% | Trimmed(-0.0%) |
| 15 | A APPLIED MATLS INC | $2.9M | 5.6K | 1.33% | Trimmed(-0.1%) |
| 16 | V VANGUARD WHITEHALL FDS | $2.9M | 18.5K | 1.33% | Added(+7.8%) |
| 17 | E ISHARES TR | $2.7M | 96.3K | 1.25% | Added(+1.0%) |
| 18 | S STATE STR SPDR S&P 500 ETF T | $2.7M | 3.5K | 1.24% | Unchanged |
| 19 | K COCA COLA CO | $2.4M | 28.3K | 1.13% | Unchanged |
| 20 | A ABBVIE INC | $2.2M | 8.3K | 1.01% | Trimmed(-0.0%) |
| 21 | J JPMORGAN CHASE & CO | $2M | 6.0K | 0.92% | Trimmed(-0.5%) |
| 22 | A AMAZON COM INC | $2M | 7.9K | 0.91% | Trimmed(-1.0%) |
| 23 | A AMGEN INC | $1.8M | 4.4K | 0.86% | Added(+1.4%) |
| 24 | S S&P GLOBAL INC | $1.6M | 4.1K | 0.75% | — |
| 25 | J JOHNSON & JOHNSON | $1.6M | 6.0K | 0.74% | Added(+2.0%) |
| 26 | X EXXONMOBIL HOLDINGS CORP | $1.6M | 9.5K | 0.72% | — |
| 27 | B BRUNSWICK CORP | $1.5M | 23.0K | 0.68% | Trimmed(-0.4%) |
| 28 | I INTERNATIONAL BUSINESS MACHS | $1.5M | 6.7K | 0.68% | Unchanged |
| 29 | C CATERPILLAR INC | $1.3M | 1.7K | 0.62% | Trimmed(-0.1%) |
| 30 | T TESLA INC | $1.3M | 3.6K | 0.59% | Trimmed(-0.3%) |
| 31 | N NETFLIX INC. | $1.3M | 18.4K | 0.59% | Trimmed(-4.3%) |
| 32 | N NORFOLK SOUTHN CORP | $1.3M | 4.1K | 0.58% | Unchanged |
| 33 | V VANGUARD INDEX FDS | $1.2M | 3.3K | 0.58% | Unchanged |
| 34 | M META PLATFORMS INC | $1.2M | 1.7K | 0.56% | Trimmed(-2.3%) |
| 35 | A BROADCOM INC | $1.2M | 3.3K | 0.53% | Trimmed(-70.8%) |
| 36 | U UNION PAC CORP | $1.1M | 4.1K | 0.52% | Trimmed(-0.6%) |
| 37 | L ELI LILLY & CO | $1.1M | 943 | 0.50% | Added(+6.7%) |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $1M | 2.1K | 0.48% | Added(+3.3%) |
| 39 | V VANGUARD STAR FDS | $1M | 12.2K | 0.48% | Added(+18.4%) |
| 40 | M MERCK & CO INC | $1M | 7.0K | 0.47% | Trimmed(-0.1%) |
| 41 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.47% | Trimmed(-0.6%) |
| 42 | S SPDR SERIES TRUST | $1000K | 22.0K | 0.46% | Unchanged |
| 43 | Q INVESCO QQQ TR | $979K | 1.3K | 0.45% | Unchanged |
| 44 | M MCKESSON CORP | $952K | 1.1K | 0.44% | Added(+8.9%) |
| 45 | I INTEL CORP | $947K | 7.9K | 0.44% | Trimmed(-1.7%) |
| 46 | P PHILIP MORRIS INTL INC | $947K | 5.0K | 0.44% | Unchanged |
| 47 | W WELLS FARGO & CO | $905K | 11.3K | 0.42% | Trimmed(-12.1%) |
| 48 | S SCHWAB STRATEGIC TR | $838K | 25.8K | 0.39% | Added(0.0%) |
| 49 | P PFIZER INC | $706K | 24.7K | 0.33% | Added(+0.8%) |
| 50 | G GILEAD SCIENCES INC | $686K | 4.6K | 0.32% | Unchanged |