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RIDGECREST WEALTH PARTNERS, LLC 13F portfolio summary

RIDGECREST WEALTH PARTNERS, LLC of RIDGECREST WEALTH PARTNERS, LLC has 96 current stock holdings with a reported portfolio value of $181.2M. The portfolio 1 year return is +20.03%. Top holdings include QQQ (0.00%), SPY (0.00%), AAPL (11.05%), GOOGL (7.12%), DGRO (7.07%).

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RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC
Latest filing: 2026-03-31

RIDGECREST WEALTH PARTNERS, LLC runs RIDGECREST WEALTH PARTNERS, LLC and currently holds 96 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $181.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RIDGECREST WEALTH PARTNERS, LLC ranks #785 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RIDGECREST WEALTH PARTNERS, LLC's portfolio at RIDGECREST WEALTH PARTNERS, LLC has delivered returns of +20.03%. Their 3-year annualized return is +56.86%. Looking at the 5-year horizon, RIDGECREST WEALTH PARTNERS, LLC has achieved +57.83% annualized returns at RIDGECREST WEALTH PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.03%
#642/1000
3 Year
+56.86%
#721/1000
5 Year
+57.83%
#742/1000

Portfolio Value

$181.17M

Alpha Score

43.8

#785 of 1000

Holdings

96

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change