account_balance
Investment manager · 13F filer · SEC CIK 1860719
Ridgecrest Wealth Partners, LLC
Reported value$216Mas of Sep 30, 2026
Positions113 8 new, 6 sold out
Top 10 weight59.2%AAPL alone is 12%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.8%
GOOGLAlphabet Inc.
10.2%
NVDANVIDIA Corp
7.8%Added +9%
DGROiShares Tr
6.5%Added +2%
VOOVanguard Index FDS
6.5%Added +23%
IVViShares Tr
3.6%Added +3%
MSFTMicrosoft Corp
3.6%
VIGVanguard Specialized Funds
3.2%
GOOGAlphabet Inc.
3.0%+7%
ITOTiShares Tr
3.0%−2%
CVXChevron Corp
2.6%
PGProcter & Gamble Co
1.5%
AAPLApple Inc.
11.8%
GOOGLAlphabet Inc.
10.2%
NVDANVIDIA Corp
7.8%+9%
DGROiShares Tr
6.5%+2%
VOOVanguard Index FDS
6.5%Added +23%
IVV3.6%
MSFTMicrosoft Corp
3.6%
VIGVanguard Specialized Funds
3.2%
ITOT
CVX2.6%PGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.8% HeldGOOGL Alphabet Inc. 10.2% HeldNVDA NVIDIA Corp 7.8% Added +9%
DGRO iShares Tr 6.5% Added +2%
VOO Vanguard Index FDS 6.5% Added +23%
IVV iShares Tr 3.6% Added +3%
MSFT Microsoft Corp 3.6% HeldVIG Vanguard Specialized Funds 3.2% Held
GOOG Alphabet Inc. 3.0% Added +7%ITOT iShares Tr 3.0% Trimmed −2%
CVX Chevron Corp 2.6% HeldPG Procter & Gamble Co 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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