RIDGECREST WEALTH PARTNERS, LLC
RIDGECREST WEALTH PARTNERS, LLC reported 111 positions worth $207.3M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: GOOGL (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $22.6M | 10.92% | 63,336 | — | — | |
| ▸ 2 | AAPL | SH | $22.3M | 10.75% | 76,989 | — | — | |
| ▸ 3 | DGRO | SH | $13.8M | 6.64% | 181,702 | — | — | |
| ▸ 4 | NVDA | SH | $13.5M | 6.51% | 67,440 | — | — | |
| ▸ 5 | VOO | SH | $11.2M | 5.38% | 16,235 | — | — | |
| ▸ 6 | IVV | SH | $7.5M | 3.61% | 9,999 | — | — | |
| ▸ 7 | VIG | SH | $6.9M | 3.35% | 29,329 | — | — | |
| ▸ 8 | ITOT | SH | $6.5M | 3.13% | 39,536 | — | — | |
| ▸ 9 | GOOG | SH | $6.3M | 3.06% | 17,955 | — | — | |
| ▸ 10 | MSFT | SH | $5.6M | 2.72% | 15,127 | — | — |
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Frequently Asked Questions
What stocks does RIDGECREST WEALTH PARTNERS, LLC hold as of Q2 2026?
RIDGECREST WEALTH PARTNERS, LLC reported 111 positions worth $207.3M in its Q2 2026 13F filing. Largest positions: GOOGL (10.9%), AAPL (10.7%), DGRO (6.6%), NVDA (6.5%) and VOO (5.4%).
What did RIDGECREST WEALTH PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RIDGECREST WEALTH PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.