RIDGECREST WEALTH PARTNERS, LLC
113 holdingsFiling period: 2026-06-30Current AUM: $214.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 63.3K | $22.6M | $21.8M | 10.21% | +19.3K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 77.0K | $22.3M | $25.5M | 11.92% | -419 | 2026-06-30 |
| 3 | DGRO | ISHARES TR | 181.7K | $13.8M | $14.1M | 6.59% | +2.5K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 67.4K | $13.5M | $14.3M | 6.69% | -3,158 | 2026-06-30 |
| 5 | VOO | VANGUARD INDEX FDS | 16.2K | $11.2M | $11.3M | 5.28% | +305 | 2026-06-30 |
| 6 | IVV | ISHARES TR | 10.0K | $7.5M | $7.6M | 3.55% | -340 | 2026-06-30 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 29.3K | $6.9M | $7.0M | 3.25% | -222 | 2026-06-30 |
| 8 | ITOT | ISHARES TR | 39.5K | $6.5M | $6.5M | 3.05% | -526 | 2026-06-30 |
| 9 | GOOG | ALPHABET INC | 18.0K | $6.3M | $6.1M | 2.86% | -147 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 15.1K | $5.6M | $7.5M | 3.51% | +10 | 2026-06-30 |
| 11 | CVX | CHEVRON CORPORATION | 27.3K | $4.5M | $5.9M | 2.77% | -117 | 2026-06-30 |
| 12 | AVGO | BROADCOM INC | 11.2K | $4.2M | $3.8M | 1.78% | -11,106 | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 5.6K | $4.1M | $2.4M | 1.11% | +8 | 2026-06-30 |
| 14 | PG | PROCTER & GAMBLE CO | 22.5K | $3.3M | $3.3M | 1.54% | -105 | 2026-06-30 |
| 15 | CSCO | CISCO SYS INC | 27.3K | $3.2M | $3.0M | 1.40% | +318 | 2026-06-30 |
| 16 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | $3.0M | 1.40% | -- | 2026-06-30 |
| 17 | VYM | VANGUARD WHITEHALL FDS | 17.1K | $2.7M | $2.8M | 1.29% | -- | 2026-06-30 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 3.5K | $2.6M | $2.7M | 1.24% | -266 | 2026-06-30 |
| 19 | HDV | ISHARES TR | 95.4K | $2.6M | $2.8M | 1.30% | +76.1K | 2026-06-30 |
| 20 | KO | COCA COLA CO | 28.3K | $2.3M | $2.5M | 1.17% | -- | 2026-06-30 |
| 21 | ABBV | ABBVIE INC | 8.3K | $2.1M | $2.2M | 1.02% | +1 | 2026-06-30 |
| 22 | JPM | JPMORGAN CHASE & CO | 6.0K | $2.0M | $2.1M | 0.99% | -851 | 2026-06-30 |
| 23 | BC | BRUNSWICK CORP | 23.1K | $1.9M | $1.6M | 0.74% | -700 | 2026-06-30 |
| 24 | AMZN | AMAZON COM INC | 8.0K | $1.9M | $2.0M | 0.93% | +584 | 2026-06-30 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 6.7K | $1.9M | $1.7M | 0.77% | -1 | 2026-06-30 |
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