Latest RIDGECREST WEALTH PARTNERS, LLC Stock Portfolio

RIDGECREST WEALTH PARTNERS, LLC Performance:

2026 Q1: -3.49%YTD: -3.49%2025: 16.68%

Performance for 2026 Q1 is -3.49%, and YTD is -3.49%, and 2025 is 16.68%.

About RIDGECREST WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

RIDGECREST WEALTH PARTNERS, LLC is a hedge fund based in Mill Valley, CA. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIDGECREST WEALTH PARTNERS, LLC reported an equity portfolio of $181.2 Millions as of 31 Mar, 2026.

The top stock holdings of RIDGECREST WEALTH PARTNERS, LLC are AAPL, GOOG, ACWF. The fund has invested 10.8% of it's portfolio in APPLE INC and 7% of portfolio in ALPHABET INC.

The fund managers got completely rid off D-WAVE QUANTUM INC (QBTS), IONQ INC (IONQ) and BLACKSTONE INC (BX) stocks. They significantly reduced their stock positions in STATE STR SPDR DOW JONES IND (DIA), FORD MTR CO (F) and ORACLE CORP (ORCL). RIDGECREST WEALTH PARTNERS, LLC opened new stock positions in DIREXION SHARES ETF TRUST, VALERO ENERGY CORP (VLO) and LEGG MASON ETF INVT (INFR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), VANGUARD STAR FDS (VXUS) and MCKESSON CORP (MCK).

RIDGECREST WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIDGECREST WEALTH PARTNERS, LLC made a return of -3.49% in the last quarter. In trailing 12 months, it's portfolio return was 18.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
direxion shares etf trust	292,286
valero energy corp	248,068
legg mason etf invt	247,294
american centy etf tr	244,383
marathon pete corp	244,180
lockheed martin corp	236,921
american elec pwr co inc	211,432

New stocks bought by RIDGECREST WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
netflix inc.	188
vanguard star fds	136
mckesson corp	59.01
berkshire hathaway inc del	29.58
pepsico inc	27.3
applied matls inc	21.68
vanguard index fds	20.24
ishares tr	13.92

Additions to existing portfolio by RIDGECREST WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
state str spdr dow jones ind	-13.44
ford mtr co	-13.04
oracle corp	-9.7
spdr gold tr	-8.33
invesco qqq tr	-6.24
costco wholesale corporation	-6.17
alphabet inc	-5.46
exxon mobil corp	-3.77

RIDGECREST WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-200,189
d-wave quantum inc	-418,531
ionq inc	-362,684
blackrock etf trust ii	-201,840
mondelez intl inc	-206,707
neos etf trust	-201,975
j p morgan exchange traded f	-200,340
kimberly-clark corp	-211,869

RIDGECREST WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

RIDGECREST WEALTH PARTNERS, LLC has about 32.9% of it's holdings in Others sector.

Sector	%
Others	32.9
Technology	28.9
Communication Services	12.2
Healthcare	5.1
Consumer Defensive	4.7
Energy	4.3
Financial Services	3.8
Consumer Cyclical	3.3
Industrials	2.6
Utilities	2

Market Cap. Distribution

RIDGECREST WEALTH PARTNERS, LLC has about 63.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	56.9
UNALLOCATED	32.9
LARGE-CAP	6.9
MID-CAP	3.3

Stocks belong to which Index?

About 65.6% of the stocks held by RIDGECREST WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.8
Others	34.5
RUSSELL 2000	1.8

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.2 %
CVX	chevron corporation	35.3 %
AMAT	applied matls inc	29.2 %
CAT	caterpillar inc	23.6 %
VZ	verizon communications inc	22.7 %

Top 5 Winners ($)		$
CVX	chevron corporation	1.5 M
XOM	exxon mobil corp	0.5 M
AMAT	applied matls inc	0.4 M
AMPS	ishares tr	0.3 M
CAT	caterpillar inc	0.2 M

Top 5 Losers (%)		%
ADBE	adobe inc	-30.6 %
RUN	sunrun inc	-26.3 %
QCOM	qualcomm inc	-24.7 %
MSFT	microsoft corp	-23.4 %
ORCL	oracle corp	-23.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.7 M
AAPL	apple inc	-1.4 M
GOOG	alphabet inc	-1.1 M
NVDA	nvidia corporation	-0.9 M
AVGO	broadcom inc	-0.8 M

RIDGECREST WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC has 96 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for RIDGECREST WEALTH PARTNERS, LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	10.84	77,408	19,645,400	reduced	-0.22

AAXJ	ishares tr	0.14	2,038	246,985	unchanged	0.00

ABBV	abbvie inc	1.00	8,338	1,813,510	unchanged	0.00

ABT	abbott laboratories	0.38	6,743	692,304	unchanged	0.00

ACSG	dbx etf tr	0.17	5,139	306,696	unchanged	0.00

ACWF	ishares tr	6.94	179,200	12,576,300	added	3.94

ADBE	adobe inc	0.12	895	217,557	unchanged	0.00

AEMB	american centy etf tr	0.14	4,000	244,383	new

AEP	american elec pwr co inc	0.12	1,613	211,432	new

AMAT	applied matls inc	1.06	5,613	1,918,470	added	21.68

AMGN	amgen inc	0.82	4,221	1,485,160	reduced	-1.17

AMPS	ishares tr	1.44	19,277	2,616,250	added	13.92

AMPS	ishares tr	0.32	6,187	573,782	unchanged	0.00

AMZN	amazon com inc	0.85	7,405	1,542,210	added	4.24

ANTX	elevance health inc formerly	0.00	0.00	0.00	sold off	-100

APH	amphenol corp new	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	3.82	22,345	6,915,940	added	0.02

AXP	american express co	0.26	1,579	477,616	unchanged	0.00

BAB	invesco exch traded fd tr ii	0.19	1,434	340,747	reduced	-1.38

BAC	bank america corp	0.32	11,739	572,276	added	0.86