Ridgecrest Wealth Partners, LLC reported 77 positions worth $146.09M for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 5 new positions, added to 24, trimmed 27 and exited 4. Its largest holding is Apple Inc. at 17.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPGI S&P Global Inc. | +4,132 | – | $1.63M | 1.12% |
| NVDA Nvidia Corp | +6,379 | +9.5% | $1.46M | 11.54% |
| SCHW Schwab Charles Corp | +5,930 | – | $579.60K | 0.397% |
| GOOG Alphabet Inc. | +1,264 | +7.0% | $430.70K | 4.48% |
| GOOGL Alphabet Inc. | +757 | +1.2% | $260.47K | 15.1% |
| SPCX Space Exploration Technologies Corp | +1,653 | +139.5% | $249.37K | 0.293% |
| SNPS Synopsys Inc | +494 | – | $214.86K | 0.147% |
| ADBE Adobe Inc. | +889 | – | $213.31K | 0.146% |
| IBIT iShares Bitcoin Trust ETF | +4,390 | – | $207.82K | 0.142% |
| MCK Mckesson Corp | +91 | +8.9% | $77.70K | 0.652% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -7,962 | -70.8% | $2.80M | 0.788% |
| HONA Honeywell Aerospace Inc. | -1,030 | -100.0% | $227.71K | Exited |
| CLX Clorox Co | -2,312 | -100.0% | $220.68K | Exited |
| PSA Public Storage | -686 | -100.0% | $218.36K | Exited |
| KMB Kimberly Clark Corp | -1,950 | -100.0% | $214.05K | Exited |
| AAPL Apple Inc. | -535 | -0.7% | $178.16K | 17.43% |
| WFC Wells Fargo & Company | -1,550 | -12.1% | $124.08K | 0.619% |
| MCD Mcdonalds Corp | -294 | -17.1% | $67.90K | 0.226% |
| NFLX Netflix Inc | -825 | -4.3% | $57.40K | 0.877% |
| VZ Verizon Communications Inc | -1,000 | -8.2% | $45.87K | 0.351% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 76.5K | $25.46M | 17.43% | -535 | -0.7% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 64.1K | $22.05M | 15.1% | +757 | +1.2% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 73.8K | $16.86M | 11.54% | +6,379 | +9.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 15.2K | $7.81M | 5.35% | +103 | +0.7% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 19.2K | $6.55M | 4.48% | +1,264 | +7.0% | Added | 0% |
| 6 | CVX Chevron Corp | Energy | 27.1K | $5.54M | 3.79% | -150 | -0.6% | Reduced | 0% |
| 7 | PG PROCTER & GAMBLE Co | Consumer Staples | 22.6K | $3.29M | 2.25% | +133 | +0.6% | Added | 0% |
| 8 | BRK-A Berkshire Hathaway Inc | Financial Services | 4 | $2.99M | 2.05% | 0 | 0.0% | Unchanged | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 27.3K | $2.94M | 2.01% | -5 | 0.0% | Reduced | 0% |
| 10 | AMAT Applied Materials Inc | Technology | 5,618 | $2.87M | 1.97% | -3 | -0.1% | Reduced | 0% |
| 11 | KO Coca Cola Co | Consumer Staples | 28.3K | $2.44M | 1.67% | 0 | 0.0% | Unchanged | 0% |
| 12 | ABBV AbbVie Inc. | Healthcare | 8,337 | $2.18M | 1.49% | -2 | 0.0% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 5,987 | $1.98M | 1.36% | -29 | -0.5% | Reduced | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 7,906 | $1.97M | 1.35% | -83 | -1.0% | Reduced | 0% |
| 15 | AMGN Amgen Inc | Healthcare | 4,386 | $1.85M | 1.27% | +61 | +1.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Ridgecrest Wealth Partners.
As of its Q3 2026 13F filing, Ridgecrest Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 17.4%, Alphabet Inc. (GOOGL) at 15.1%, Nvidia Corp (NVDA) at 11.5%, Microsoft Corp (MSFT) at 5.3%, Alphabet Inc. (GOOG) at 4.5% of the reported portfolio.
Ridgecrest Wealth Partners, LLC reported a 13F portfolio worth $146.09M across 77 positions for Q3 2026. That is up 4.3% from the previous quarter.
Its largest purchases by value were S&P Global Inc. ($1.63M), Nvidia Corp ($1.46M), Schwab Charles Corp ($579.60K). It opened 5 new positions.
Its largest sales by value were Broadcom Inc. ($2.80M), Honeywell Aerospace Inc. ($227.71K), Clorox Co ($220.68K). It exited 4 positions entirely.
From the Form 13F-HR reports Ridgecrest Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.