Ridgecrest Wealth Partners, LLC holds a focused book of 111 reported positions worth $207.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened S&P Global Inc and trimmed Apple Inc. Their largest long position is Alphabet Inc-CL A at 11% of the reported non-option book.
Ridgecrest Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ridgecrest Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Swiss Re Ltd | 49 / 80 | $1.1B |
| Prospect Hill Management, LLC | 10 / 80 | $245.9M |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $283.3B |
| Trans-Canada Capital Inc. | 11 / 80 | $1.7B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 21 / 80 | $209.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Ridgecrest Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $22.6M | 63.3K | 10.9% | ▲+44% Added · +19K sh | |
| 2 | Apple Inc COM | $22.3M | 77.0K | 10.7% | ▼−0.5% Reduced · −419 sh | |
| 3 | Ishares TR CORE DIV GRWTH | $13.8M | 181.7K | 6.6% | ▲+1.4% Added · +3K sh | |
| 4 | Nvidia Corporation COM | $13.5M | 67.4K | 6.5% | ▼−4.5% Reduced · −3K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $11.2M | 16.2K | 5.4% | ▲+1.9% Added · +305 sh | |
| 6 | Ishares TR CORE S&P500 ETF | $7.5M | 10.0K | 3.6% | ▼−3.3% Reduced · −340 sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $6.9M | 29.3K | 3.3% | ▼−0.8% Reduced · −222 sh | |
| 8 | Ishares TR CORE S&P TTL STK | $6.5M | 39.5K | 3.1% | ▼−1.3% Reduced · −526 sh | |
| 9 | Alphabet Inc CAP STK CL C | $6.3M | 18.0K | 3.1% | ▼−0.8% Reduced · −147 sh | |
| 10 | Microsoft Corp COM | $5.6M | 15.1K | 2.7% | ▲+0.1% Added · +10 sh | |
| 11 | Chevron Corporation COM | $4.5M | 27.3K | 2.2% | ▼−0.4% Reduced · −117 sh | |
| 12 | Broadcom Inc COM | $4.2M | 11.2K | 2.0% | ▼−50% Reduced · −11K sh | |
| 13 | Applied Matls Inc COM | $4.1M | 5.6K | 2.0% | ▲+0.1% Added · +8 sh | |
| 14 | Procter & Gamble Co COM | $3.3M | 22.5K | 1.6% | ▼−0.5% Reduced · −105 sh | |
| 15 | Cisco Sys Inc COM | $3.2M | 27.3K | 1.5% | ▲+1.2% Added · +318 sh | |
| 16 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 1.4% | —Held | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $2.7M | 17.1K | 1.3% | —Held | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $2.6M | 3.5K | 1.3% | ▼−7.0% Reduced · −266 sh | |
| 19 | Ishares TR CORE HIGH DV ETF | $2.6M | 95.4K | 1.3% | ▲+395% Added · +76K sh | |
| 20 | Coca Cola Co COM | $2.3M | 28.3K | 1.1% | —Held | |
| 21 | Abbvie Inc COM | $2.1M | 8.3K | 1.0% | ▲~0% Added · +1 sh | |
| 22 | JPMorgan Chase & Co COM | $2.0M | 6.0K | 1.0% | ▼−12% Reduced · −851 sh | |
| 23 | Brunswick Corp COM | $1.9M | 23.1K | 0.9% | ▼−2.9% Reduced · −700 sh | |
| 24 | Amazon Com Inc COM | $1.9M | 8.0K | 0.9% | ▲+7.9% Added · +584 sh | |
| 25 | International Business Machs COM | $1.9M | 6.7K | 0.9% | ▼~0% Reduced · −1 sh | |
| 26 | Caterpillar Inc COM | $1.8M | 1.7K | 0.8% | ▼−0.4% Reduced · −7 sh | |
| 27 | S&P Global Inc COM SHS | $1.7M | 4.2K | 0.8% | ▲New New position | |
| 28 | Amgen Inc COM | $1.6M | 4.3K | 0.8% | ▲+2.5% Added · +104 sh | |
| 29 | Tesla Inc COM | $1.5M | 3.6K | 0.7% | ▼−9.2% Reduced · −369 sh | |
| 30 | Johnson & Johnson COM | $1.5M | 5.9K | 0.7% | ▼−0.5% Reduced · −28 sh | |
| 31 | Netflix Inc. COM | $1.4M | 19.2K | 0.7% | ▲+6.0% Added · +1K sh | |
| 32 | Exxon Mobil Corp COM | $1.3M | 9.5K | 0.6% | ▲~0% Added · +1 sh | |
| 33 | Norfolk Southn Corp COM | $1.3M | 4.1K | 0.6% | —Held | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.3K | 0.6% | ▼−6.2% Reduced · −219 sh | |
| 35 | Union Pac Corp COM | $1.1M | 4.2K | 0.5% | —Held | |
| 36 | Intel Corp COM | $1.1M | 8.0K | 0.5% | ▼−16% Reduced · −1K sh | |
| 37 | Wells Fargo & Co COM | $1.1M | 12.8K | 0.5% | ▼−7.5% Reduced · −1K sh | |
| 38 | Eli Lilly & Co COM | $1.1M | 884 | 0.5% | ▲+2.8% Added · +24 sh | |
| 39 | Sunrun Inc COM | $1.1M | 79.0K | 0.5% | —Held | |
| 40 | SPDR Series Trust ST STR SP500DIV | $1.1M | 22.0K | 0.5% | ▲+0.9% Added · +200 sh | |
| 41 | Costco Wholesale Corporation COM | $1.0M | 1.1K | 0.5% | ▲+4.8% Added · +51 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.0K | 0.5% | ▼−2.4% Reduced · −50 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $974K | 1.3K | 0.5% | ▼−11% Reduced · −165 sh | |
| 44 | Meta Platforms Inc CL A | $964K | 1.7K | 0.5% | ▲+9.3% Added · +146 sh | |
| 45 | Merck & Co Inc COM | $900K | 7.0K | 0.4% | ▲+2.4% Added · +164 sh | |
| 46 | Philip Morris Intl Inc COM | $897K | 5.0K | 0.4% | —Held | |
| 47 | Vanguard Star FDS VG TL INTL STK F | $879K | 10.3K | 0.4% | ▲~0% Added · +3 sh | |
| 48 | Schwab Strategic TR US DIVIDEND EQ | $817K | 25.8K | 0.4% | ▼−6.6% Reduced · −2K sh | |
| 49 | McKesson Corp COM | $774K | 1.0K | 0.4% | —Held | |
| 50 | Bank Of Amer Corp COM | $691K | 12.1K | 0.3% | ▲+3.2% Added · +381 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.