Sponsored
The Analysis of RIDGECREST WEALTH PARTNERS, LLC's Holdings & P&L
Currently, RIDGECREST WEALTH PARTNERS, LLC holds 111 types of securities in its portfolio with a total value $207.3M. In the most recent quarter, they have increased their positions in GOOGL (+19.3K shares, valued at $6.9M), HDV (+76.1K shares, valued at $2.1M), N/A (+4.2K shares, valued at $1.7M); decreased their positions in N/A (-11.1K shares, valued at $4.2M), NVDA (-3.2K shares, valued at $631.9K), N/A (-851 shares, valued at $278.5K); initiated new positions in N/A (+4.2K shares, valued at $1.7M), MU (+278 shares, valued at $320.7K), APH (+1.5K shares, valued at $269.9K).
1M P&L
+1.4M+0.92%
3M P&L
+7.6M+5.08%
HY P&L
+6.1M+4.08%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A56.8M
33.2%
2Internet Content & Information29.0M
16.9%
3Consumer Electronics22.3M
13.0%
Top Industries by Stock Count
1N/A30 stocks
34.5%
2Drug Manufacturers - General6 stocks
6.9%
3Semiconductors4 stocks
4.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-08-05
GOOGL
43.89%ALPHABET INC
Shares63.3K
Event2026-06-30
Filed2026-08-05
AAPL
-0.54%APPLE INC
Shares77.0K
Event2026-06-30
Filed2026-08-05
DGRO
1.40%ISHARES TR
Shares181.7K
Event2026-06-30
Filed2026-08-05
NVDA
-4.47%NVIDIA CORPORATION
Shares67.4K
Event2026-06-30
Filed2026-08-05
VOO
1.91%VANGUARD INDEX FDS
Shares16.2K
Event2026-06-30
Filed2026-08-05
ISHARES TR
-3.29%ISHARES TR
Shares10.0K
Event2026-06-30
Filed2026-08-05
VIG
-0.75%VANGUARD SPECIALIZED FUNDS
Shares29.3K
Event2026-06-30
Filed2026-08-05
ITOT
-1.31%ISHARES TR
Shares39.5K
Event2026-06-30
Filed2026-08-05
GOOG
-0.81%ALPHABET INC
Shares18.0K
Event2026-06-30
Filed2026-08-05
MSFT
0.07%MICROSOFT CORP
Shares15.1K
Event2026-06-30
Filed2026-08-05
CVX
-0.43%CHEVRON CORPORATION
Shares27.3K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
-49.70%BROADCOM INC
Shares11.2K
Event2026-06-30
Filed2026-08-05
APPLIED MATLS INC
0.14%APPLIED MATLS INC
Shares5.6K
Event2026-06-30
Filed2026-08-05
PG
-0.46%PROCTER & GAMBLE CO
Shares22.5K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC
1.18%CISCO SYS INC
Shares27.3K
Event2026-06-30
Filed2026-08-05
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares4
Event2026-06-30
Filed2026-08-05
VYM
0.00%VANGUARD WHITEHALL FDS
Shares17.1K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T
-7.04%STATE STR SPDR S&P 500 ETF T
Shares3.5K
Event2026-06-30
Filed2026-08-05
HDV
394.67%ISHARES TR
Shares95.4K
Event2026-06-30
Filed2026-08-05
KO
0.00%COCA COLA CO
Shares28.3K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
0.01%ABBVIE INC
Shares8.3K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
-12.39%JPMORGAN CHASE & CO
Shares6.0K
Event2026-06-30
Filed2026-08-05
BC
-2.94%BRUNSWICK CORP
Shares23.1K
Event2026-06-30
Filed2026-08-05
AMZN
7.89%AMAZON COM INC
Shares8.0K
Event2026-06-30
Filed2026-08-05
IBM
-0.02%INTERNATIONAL BUSINESS MACHS
Shares6.7K
Event2026-06-30
Filed2026-08-05
CAT
-0.42%CATERPILLAR INC
Shares1.7K
Event2026-06-30
Filed2026-08-05
S&P GLOBAL INC
NewS&P GLOBAL INC
Shares4.2K
Event2026-06-30
Filed2026-08-05
AMGN
2.46%AMGEN INC
Shares4.3K
Event2026-06-30
Filed2026-08-05
TSLA
-9.24%TESLA INC
Shares3.6K
Event2026-06-30
Filed2026-08-05
JNJ
-0.47%JOHNSON & JOHNSON
Shares5.9K
Event2026-06-30
Filed2026-08-05
NETFLIX INC.
6.06%NETFLIX INC.
Shares19.2K
Event2026-06-30
Filed2026-08-05
EXXON MOBIL CORP
0.01%EXXON MOBIL CORP
Shares9.5K
Event2026-06-30
Filed2026-08-05
NSC
0.00%NORFOLK SOUTHN CORP
Shares4.1K
Event2026-06-30
Filed2026-08-05
VANGUARD INDEX FDS
-6.18%VANGUARD INDEX FDS
Shares3.3K
Event2026-06-30
Filed2026-08-05
UNP
0.00%UNION PAC CORP
Shares4.2K
Event2026-06-30
Filed2026-08-05
INTC
-15.73%INTEL CORP
Shares8.0K
Event2026-06-30
Filed2026-08-05
WFC
-7.46%WELLS FARGO & CO
Shares12.8K
Event2026-06-30
Filed2026-08-05
LLY
2.79%ELI LILLY & CO
Shares884
Event2026-06-30
Filed2026-08-05
RUN
0.00%SUNRUN INC
Shares79.0K
Event2026-06-30
Filed2026-08-05
SPYD
0.92%SPDR SERIES TRUST
Shares22.0K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
4.79%COSTCO WHOLESALE CORPORATION
Shares1.1K
Event2026-06-30
Filed2026-08-05
BRK.B
-2.40%BERKSHIRE HATHAWAY INC DEL
Shares2.0K
Event2026-06-30
Filed2026-08-05
QQQ
-11.09%INVESCO QQQ TR
Shares1.3K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
9.32%META PLATFORMS INC
Shares1.7K
Event2026-06-30
Filed2026-08-05
MRK
2.40%MERCK & CO INC
Shares7.0K
Event2026-06-30
Filed2026-08-05
PM
0.00%PHILIP MORRIS INTL INC
Shares5.0K
Event2026-06-30
Filed2026-08-05
VXUS
0.03%VANGUARD STAR FDS
Shares10.3K
Event2026-06-30
Filed2026-08-05
SCHD
-6.63%SCHWAB STRATEGIC TR
Shares25.8K
Event2026-06-30
Filed2026-08-05
MCK
0.00%MCKESSON CORP
Shares1.0K
Event2026-06-30
Filed2026-08-05
BAC
3.25%BANK OF AMER CORP
Shares12.1K
Event2026-06-30
Filed2026-08-05
USMV
0.00%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-08-05
PFE
-0.81%PFIZER INC
Shares24.5K
Event2026-06-30
Filed2026-08-05
GILD
6.38%GILEAD SCIENCES INC
Shares4.6K
Event2026-06-30
Filed2026-08-05
HD
2.58%HOME DEPOT INC
Shares1.6K
Event2026-06-30
Filed2026-08-05
AXP
7.09%AMERICAN EXPRESS CO
Shares1.7K
Event2026-06-30
Filed2026-08-05
VHT
29.53%VANGUARD WORLD FD
Shares1.9K
Event2026-06-30
Filed2026-08-05
WMT
8.25%WALMART INC
Shares4.7K
Event2026-06-30
Filed2026-08-05
ABT
-13.66%ABBOTT LABORATORIES
Shares5.8K
Event2026-06-30
Filed2026-08-05
VZ
5.18%VERIZON COMMUNICATIONS INC
Shares12.2K
Event2026-06-30
Filed2026-08-05
XLK
0.00%SELECT SECTOR SPDR TR
Shares2.6K
Event2026-06-30
Filed2026-08-05
DIS
-7.34%DISNEY WALT CO
Shares5.0K
Event2026-06-30
Filed2026-08-05
MCD
7.09%MCDONALDS CORP
Shares1.7K
Event2026-06-30
Filed2026-08-05
QQQM
0.00%INVESCO EXCH TRADED FD TR II
Shares1.4K
Event2026-06-30
Filed2026-08-05
SDY
0.00%SPDR SERIES TRUST
Shares2.7K
Event2026-06-30
Filed2026-08-05
MO
0.00%ALTRIA GROUP INC
Shares5.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
-0.11%ORACLE CORP
Shares2.8K
Event2026-06-30
Filed2026-08-05
VUG
500.00%VANGUARD INDEX FDS
Shares4.5K
Event2026-06-30
Filed2026-08-05
BK
15.89%BANK OF NY MELLON CORP
Shares2.6K
Event2026-06-30
Filed2026-08-05
VOTE
-16.60%TCW ETF TRUST
Shares4.1K
Event2026-06-30
Filed2026-08-05
T
-0.67%AT&T INC
Shares17.4K
Event2026-06-30
Filed2026-08-05
IUSV
0.00%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-08-05
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares644
Event2026-06-30
Filed2026-08-05
NEXTERA ENERGY INC
11.72%NEXTERA ENERGY INC
Shares3.7K
Event2026-06-30
Filed2026-08-05
GLD
0.00%SPDR GOLD TR
Shares880
Event2026-06-30
Filed2026-08-05
MU
NewMICRON TECHNOLOGY INC
Shares278
Event2026-06-30
Filed2026-08-05
RTX CORPORATION
-4.57%RTX CORPORATION
Shares1.7K
Event2026-06-30
Filed2026-08-05
PEP
5.48%PEPSICO INC
Shares2.3K
Event2026-06-30
Filed2026-08-05
QCOM
0.06%QUALCOMM INC
Shares1.6K
Event2026-06-30
Filed2026-08-05
USSG
-16.33%DBX ETF TR
Shares4.3K
Event2026-06-30
Filed2026-08-05
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares6.5K
Event2026-06-30
Filed2026-08-05
DSI
0.00%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-08-05
MID
0.00%AMERICAN CENTY ETF TR
Shares4.0K
Event2026-06-30
Filed2026-08-05
VLO
4.98%VALERO ENERGY CORP
Shares1.1K
Event2026-06-30
Filed2026-08-05
DIREXION SHARES ETF TRUST
9.90%DIREXION SHARES ETF TRUST
Shares5.3K
Event2026-06-30
Filed2026-08-05
APH
NewAMPHENOL CORP
Shares1.5K
Event2026-06-30
Filed2026-08-05
FTEC
NewFIDELITY COVINGTON TRUST
Shares906
Event2026-06-30
Filed2026-08-05
XYL
0.05%XYLEM INC
Shares2.2K
Event2026-06-30
Filed2026-08-05
MPC
0.00%MARATHON PETE CORP
Shares1.0K
Event2026-06-30
Filed2026-08-05
GE
NewGE AEROSPACE
Shares676
Event2026-06-30
Filed2026-08-05
VISA INC
0.00%VISA INC
Shares728
Event2026-06-30
Filed2026-08-05
LVHI
0.00%LEGG MASON ETF INVT
Shares6.1K
Event2026-06-30
Filed2026-08-05
ELV
NewELEVANCE HEALTH INC FORMERLY
Shares640
Event2026-06-30
Filed2026-08-05
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-06-30
Filed2026-08-05
AEP
10.97%AMERICAN ELEC PWR CO INC
Shares1.8K
Event2026-06-30
Filed2026-08-05
GS
0.00%GOLDMAN SACHS GROUP INC
Shares240
Event2026-06-30
Filed2026-08-05
SELECT SECTOR SPDR TR
0.00%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC
NewUNITEDHEALTH GROUP INC
Shares557
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares1.0K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.0K
Event2026-06-30
Filed2026-08-05
CLX
NewCLOROX CO DEL
Shares2.3K
Event2026-06-30
Filed2026-08-05
PSA
-36.83%PUBLIC STORAGE
Shares686
Event2026-06-30
Filed2026-08-05
SBUX
NewSTARBUCKS CORP
Shares2.1K
Event2026-06-30
Filed2026-08-05
CSX
NewCSX CORP
Shares4.5K
Event2026-06-30
Filed2026-08-05
KMB
NewKIMBERLY-CLARK CORP
Shares1.9K
Event2026-06-30
Filed2026-08-05
QQQI
NewNEOS ETF TRUST
Shares3.8K
Event2026-06-30
Filed2026-08-05
IDEV
NewISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-08-05
GD
NewGENERAL DYNAMICS CORP
Shares587
Event2026-06-30
Filed2026-08-05
ETN
NewEATON CORP PLC
Shares478
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares1.2K
Event2026-06-30
Filed2026-08-05
F
0.00%FORD MTR CO
Shares13.3K
Event2026-06-30
Filed2026-08-05
AMDD
NewDIREXION SHARES ETF TRUST
Shares15.5K
Event2026-06-30
Filed2026-08-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available