RIDGECREST WEALTH PARTNERS, LLC: 13F holdings
CIK 18607192026Q2
| Positions | 111 |
|---|
| Reported value | $207.3m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 111 (+15 vs prior quarter) |
|---|
| Reported value | $207.3m (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 63,336 | $22.6m | 10.9% |
| AAPL APPLE INC | 76,989 | $22.3m | 10.7% |
| DGRO ISHARES TR | 181,702 | $13.8m | 6.6% |
| NVDA NVIDIA CORPORATION | 67,440 | $13.5m | 6.5% |
| VOO VANGUARD INDEX FDS | 16,235 | $11.2m | 5.4% |
| IVV ISHARES TR | 9,999 | $7.5m | 3.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 29,329 | $6.9m | 3.3% |
| ITOT ISHARES TR | 39,536 | $6.5m | 3.1% |
| GOOG ALPHABET INC | 17,955 | $6.3m | 3.1% |
| MSFT MICROSOFT CORP | 15,127 | $5.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1860719")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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