Sponsored

The Analysis of RIDGECREST WEALTH PARTNERS, LLC's Holdings & P&L

Currently, RIDGECREST WEALTH PARTNERS, LLC holds 96 types of securities in its portfolio with a total value $181.2M. In the most recent quarter, they have increased their positions in N/A (+2.7K shares, valued at $1.6M), NFLX (+11.8K shares, valued at $1.1M), DGRO (+6.8K shares, valued at $476.9K); decreased their positions in N/A (-1.0K shares, valued at $300.0K), N/A (-616 shares, valued at $177.1K), ITOT (-759 shares, valued at $108.1K); initiated new positions in N/A (+4.8K shares, valued at $292.3K), VLO (+1.0K shares, valued at $248.1K), LVHI (+6.1K shares, valued at $247.3K).

1M P&L

-2.1M-1.31%

3M P&L

-3.4M-2.07%

HY P&L

+3.5M+2.22%

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/A51.2M

35.5%

2Consumer Electronics19.6M

13.7%

3Semiconductors12.9M

9.0%

Top Industries by Stock Count

1N/A29 stocks

33.0%

2Drug Manufacturers - General6 stocks

6.8%

3Banks - Diversified4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC77.4K shares-0.22%2026-03-312026-04-22

ALPHABET INC ALPHABET INC44.0K shares-1.38%2026-03-312026-04-22

DGRO ISHARES TR179.2K shares3.94%2026-03-312026-04-22

NVDA NVIDIA CORPORATION70.6K shares0.23%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS15.9K shares20.24%2026-03-312026-04-22

BROADCOM INC BROADCOM INC22.3K shares0.02%2026-03-312026-04-22

IVV ISHARES TR10.3K shares0.27%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS29.6K shares1.25%2026-03-312026-04-22

Sponsored

ITOT ISHARES TR40.1K shares-1.86%2026-03-312026-04-22

CVX CHEVRON CORPORATION27.4K shares1.80%2026-03-312026-04-22

MSFT MICROSOFT CORP15.1K shares0.66%2026-03-312026-04-22

ALPHABET INC ALPHABET INC18.1K shares-5.46%2026-03-312026-04-22

PG PROCTER & GAMBLE CO22.6K shares1.89%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-22

HDV ISHARES TR19.3K shares13.92%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS17.1K shares7.50%2026-03-312026-04-22

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.8K shares11.83%2026-03-312026-04-22

KO COCA COLA CO28.3K shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC27.0K shares0.74%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO6.9K shares0.01%2026-03-312026-04-22

SPGI S&P GLOBAL INC4.7K shares0.00%2026-03-312026-04-22

AMAT APPLIED MATLS INC5.6K shares21.68%2026-03-312026-04-22

ABBV ABBVIE INC8.3K shares0.00%2026-03-312026-04-22

NFLX NETFLIX INC.18.1K shares188.34%2026-03-312026-04-22

Sponsored

BC BRUNSWICK CORP23.8K shares0.00%2026-03-312026-04-22

XOM EXXON MOBIL CORP9.5K shares-3.77%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS6.7K shares3.19%2026-03-312026-04-22

AMZN AMAZON COM INC7.4K shares4.24%2026-03-312026-04-22

TSLA TESLA INC4.0K shares0.00%2026-03-312026-04-22

AMGN AMGEN INC4.2K shares-1.17%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.9K shares1.20%2026-03-312026-04-22

CAT CATERPILLAR INC1.7K shares-0.60%2026-03-312026-04-22

Sponsored

NSC NORFOLK SOUTHN CORP4.1K shares0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-04-22

WFC WELLS FARGO & CO13.9K shares0.36%2026-03-312026-04-22

RUN SUNRUN INC79.0K shares0.00%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.1K shares-6.17%2026-03-312026-04-22

UNP UNION PAC CORP4.2K shares1.12%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares29.58%2026-03-312026-04-22

SPYD SPDR SERIES TRUST21.8K shares9.81%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC1.6K shares-0.13%2026-03-312026-04-22

MCK MCKESSON CORP1.0K shares59.01%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-6.24%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR27.6K shares-0.21%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC6.8K shares0.00%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC5.0K shares0.00%2026-03-312026-04-22

VXUS VANGUARD STAR FDS10.3K shares136.64%2026-03-312026-04-22

LLY ELI LILLY & CO860 shares-2.27%2026-03-312026-04-22

Sponsored

PFE PFIZER INC24.7K shares-2.02%2026-03-312026-04-22

ABT ABBOTT LABORATORIES6.7K shares0.00%2026-03-312026-04-22

GILD GILEAD SCIENCES INC4.3K shares1.76%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC11.6K shares3.85%2026-03-312026-04-22

USMV ISHARES TR6.2K shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP11.7K shares0.86%2026-03-312026-04-22

WMT WALMART INC4.3K shares-1.70%2026-03-312026-04-22

DIS DISNEY WALT CO5.5K shares11.68%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC1.6K shares-1.49%2026-03-312026-04-22

T AT&T INC17.5K shares0.03%2026-03-312026-04-22

MCD MCDONALDS CORP1.6K shares2.22%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO1.6K shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC2.1K shares0.00%2026-03-312026-04-22

INTC INTEL CORP9.5K shares3.54%2026-03-312026-04-22

ORCL ORACLE CORP2.8K shares-9.70%2026-03-312026-04-22

SDY SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-22

Sponsored

VHT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC5.8K shares0.00%2026-03-312026-04-22

GLD SPDR GOLD TR880 shares-8.33%2026-03-312026-04-22

VOTE TCW ETF TRUST4.9K shares-1.99%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II1.4K shares-1.38%2026-03-312026-04-22

PEP PEPSICO INC2.2K shares27.30%2026-03-312026-04-22

RTX RTX CORPORATION1.7K shares2.16%2026-03-312026-04-22

Sponsored

VUG VANGUARD INDEX FDS749 shares1.35%2026-03-312026-04-22

IUSV ISHARES TR3.1K shares0.00%2026-03-312026-04-22

NEE NEXTERA ENERGY INC3.3K shares3.67%2026-03-312026-04-22

USSG DBX ETF TR5.1K shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND644 shares-13.44%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO1.1K shares0.00%2026-03-312026-04-22

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST4.8K sharesnew addition2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP2.3K shares-1.73%2026-03-312026-04-22

Sponsored

XYL XYLEM INC2.2K shares0.00%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST6.5K shares0.00%2026-03-312026-04-22

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-22

LVHI LEGG MASON ETF INVT6.1K sharesnew addition2026-03-312026-04-22

DSI ISHARES TR2.0K shares0.00%2026-03-312026-04-22

MID AMERICAN CENTY ETF TR4.0K sharesnew addition2026-03-312026-04-22

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR5.2K shares0.00%2026-03-312026-04-22

Sponsored

LMT LOCKHEED MARTIN CORP392 sharesnew addition2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-03-312026-04-22

V VISA INC728 shares0.00%2026-03-312026-04-22

ADBE ADOBE INC895 shares0.00%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-22

QCOM QUALCOMM INC1.6K shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC240 shares0.00%2026-03-312026-04-22

F FORD MTR CO13.3K shares-13.04%2026-03-312026-04-22

Sponsored

AAPL

APPLE INC

-0.22%

Shares77.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.38%

Shares44.0K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

3.94%

Shares179.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.23%

Shares70.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

20.24%

Shares15.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

0.02%

Shares22.3K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.27%

Shares10.3K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

1.25%

Shares29.6K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-1.86%

Shares40.1K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

1.80%

Shares27.4K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.66%

Shares15.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-5.46%

Shares18.1K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

1.89%

Shares22.6K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

13.92%

Shares19.3K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

7.50%

Shares17.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

11.83%

Shares3.8K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

0.74%

Shares27.0K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

0.01%

Shares6.9K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

21.68%

Shares5.6K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

188.34%

Shares18.1K

Event2026-03-31

Filed2026-04-22

BRUNSWICK CORP

0.00%

Shares23.8K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-3.77%

Shares9.5K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

3.19%

Shares6.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

4.24%

Shares7.4K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-1.17%

Shares4.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

1.20%

Shares5.9K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-0.60%

Shares1.7K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

0.36%

Shares13.9K

Event2026-03-31

Filed2026-04-22

RUN

SUNRUN INC

0.00%

Shares79.0K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-6.17%

Shares1.1K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

1.12%

Shares4.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

29.58%

Shares2.1K

Event2026-03-31

Filed2026-04-22

SPYD

SPDR SERIES TRUST

9.81%

Shares21.8K

Event2026-03-31

Filed2026-04-22