Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RIDGECREST WEALTH PARTNERS, LLC (CIK 1860719) reported $181.2M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.6M, 10.84%), GOOGL ($12.7M, 6.99%), DGRO ($12.6M, 6.94%), NVDA ($12.3M, 6.80%), VOO ($9.5M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.6M | 10.84% | 77,408 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $12.7M | 6.99% | 44,018 | Trimmed |
| 3 | DGRO | ISHARES TR | $12.6M | 6.94% | 179,200 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $12.3M | 6.80% | 70,598 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $9.5M | 5.25% | 15,930 | Added |
| 6 | AVGO | BROADCOM INC | $6.9M | 3.82% | 22,345 | Added |
| 7 | IVV | ISHARES TR | $6.8M | 3.73% | 10,339 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 3.51% | 29,551 | Added |
| 9 | ITOT | ISHARES TR | $5.7M | 3.15% | 40,062 | Trimmed |
| 10 | CVX | CHEVRON CORPORATION | $5.7M | 3.13% | 27,378 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.6M | 3.09% | 15,117 | Added |
| 12 | GOOG | ALPHABET INC | $5.2M | 2.87% | 18,102 | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO | $3.3M | 1.80% | 22,598 | Added |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.59% | 4 | Hold |
| 15 | HDV | ISHARES TR | $2.6M | 1.44% | 19,277 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $2.5M | 1.40% | 17,142 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.36% | 3,781 | Added |
| 18 | KO | COCA COLA CO | $2.2M | 1.19% | 28,316 | Hold |
| 19 | CSCO | CISCO SYS INC | $2.1M | 1.15% | 26,958 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.11% | 6,867 | Added |
| 21 | SPGI | S&P GLOBAL INC | $2.0M | 1.09% | 4,664 | Hold |
| 22 | AMAT | APPLIED MATLS INC | $1.9M | 1.06% | 5,613 | Added |
| 23 | ABBV | ABBVIE INC | $1.8M | 1.00% | 8,338 | Hold |
| 24 | BC | BRUNSWICK CORP | $1.7M | 0.96% | 23,808 | Hold |
| 25 | NFLX | NETFLIX INC. | $1.7M | 0.96% | 18,131 | Added |
Source: SEC Form 13F filings · as of 2026-03-31