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RIDGECREST WEALTH PARTNERS, LLC
RIDGECREST WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
RIDGECREST WEALTH PARTNERS, LLC runs RIDGECREST WEALTH PARTNERS, LLC and currently holds 111 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.28M. Their top holdings are GOOGL, AAPL, DGRO, NVDA, VOO. The top five represent 40.2% of reported portfolio weight. RIDGECREST WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIDGECREST WEALTH PARTNERS, LLC initiated 6 new positions. They added to 40 existing positions. They trimmed 30 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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111 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 10.92% | $192.02 | $344.82 | +79.58% | Added +43.89% |
 AAPL APPLE INC | 10.75% | $136.50 | $309.35 | +126.63% | Trimmed -0.54% |
 DGRO ISHARES TR | 6.64% | $51.63 | $79.62 | +54.21% | Added +1.40% |
 NVDA NVIDIA CORPORATION | 6.51% | $161.59 | $214.76 | +32.90% | Trimmed -4.47% |
 VOO VANGUARD INDEX FDS | 5.38% | $469.29 | $703.77 | +49.96% | Added +1.91% |
 IVV ISHARES TR | 3.61% | $425.09 | $769.30 | +80.97% | Trimmed -3.29% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.35% | $165.48 | $243.85 | +47.36% | Trimmed -0.75% |
 ITOT ISHARES TR | 3.13% | $95.51 | $167.98 | +75.88% | Trimmed -1.31% |
 GOOG ALPHABET INC | 3.06% | $110.66 | $341.75 | +208.83% | Trimmed -0.81% |
 MSFT MICROSOFT CORP | 2.72% | $278.95 | $483.24 | +73.24% | Added +0.07% |
Showing 1-10 of 111