RIDGECREST WEALTH PARTNERS, LLC
97 holdingsFiling period: 2026-03-31Current AUM: $207.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 77.4K | $19.6M | $23.9M | 11.54% | -168 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 44.0K | $12.7M | $15.7M | 7.57% | -616 | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 179.2K | $12.6M | $14.0M | 6.75% | +6.8K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 70.6K | $12.3M | $14.2M | 6.84% | +161 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 15.9K | $9.5M | $10.9M | 5.28% | +2.7K | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 22.3K | $6.9M | $8.7M | 4.20% | +5 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 10.3K | $6.8M | $7.8M | 3.75% | +28 | 2026-03-31 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 29.6K | $6.4M | $7.1M | 3.41% | +364 | 2026-03-31 |
| 9 | ITOT | ISHARES TR | 40.1K | $5.7M | $6.6M | 3.16% | -759 | 2026-03-31 |
| 10 | CVX | CHEVRON CORPORATION | 27.4K | $5.7M | $5.4M | 2.60% | +483 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 15.1K | $5.6M | $7.0M | 3.39% | +99 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 18.1K | $5.2M | $6.5M | 3.12% | -1,046 | 2026-03-31 |
| 13 | PG | PROCTER & GAMBLE CO | 22.6K | $3.3M | $3.3M | 1.58% | +419 | 2026-03-31 |
| 14 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 4 | $2.9M | $2.9M | 1.39% | -- | 2026-03-31 |
| 15 | HDV | ISHARES TR | 19.3K | $2.6M | $2.8M | 1.34% | +2.4K | 2026-03-31 |
| 16 | VYM | VANGUARD WHITEHALL FDS | 17.1K | $2.5M | $2.8M | 1.34% | +1.2K | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 3.8K | $2.5M | $2.8M | 1.36% | +400 | 2026-03-31 |
| 18 | KO | COCA COLA CO | 28.3K | $2.2M | $2.5M | 1.20% | -- | 2026-03-31 |
| 19 | CSCO | CISCO SYS INC | 27.0K | $2.1M | $3.1M | 1.51% | +198 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 6.9K | $2.0M | $2.4M | 1.17% | +1 | 2026-03-31 |
| 21 | SPGI | S&P GLOBAL INC | 4.7K | $2.0M | $1.9M | 0.93% | -- | 2026-03-31 |
| 22 | AMAT | APPLIED MATLS INC | 5.6K | $1.9M | $2.8M | 1.38% | +1.0K | 2026-03-31 |
| 23 | ABBV | ABBVIE INC | 8.3K | $1.8M | $2.1M | 1.01% | -- | 2026-03-31 |
| 24 | NFLX | NETFLIX INC. | 18.1K | $1.7M | $1.3M | 0.63% | +11.8K | 2026-03-31 |
| 25 | BC | BRUNSWICK CORP | 23.8K | $1.7M | $1.9M | 0.91% | -- | 2026-03-31 |
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