Ridgecrest Wealth Partners, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 19, 2026, lists a total of 113 positions held by the firm.
The portfolio is dominated by large-cap technology and growth stocks, with Apple Inc. holding the largest position at 76,454 shares. Alphabet Inc. Class A shares follow with 64,093 shares, and NVIDIA Corporation is held at 73,819 shares. Other major holdings include Microsoft (15,230 shares), Broadcom (3,277 shares), and Meta Platforms (1,672 shares).
The firm also holds significant positions in exchange-traded funds (ETFs). The iShares Core Dividend Growth ETF is the largest ETF holding with 185,594 shares, followed by the iShares Core S&P 500 ETF with 19,942 shares. Other notable ETF positions include the Vanguard Specialized Funds Div App ETF (29,443 shares) and the iShares Core High Div ETF (96,328 shares).
Among individual equities outside the technology sector, Chevron Corporation is held at 27,111 shares, Procter & Gamble Co. at 22,626 shares, and Coca-Cola Co. at 28,316 shares. Berkshire Hathaway Inc. Class A is held at 4 shares, while Berkshire Hathaway Inc. Class B is held at 2,098 shares.
The filing also lists several other notable holdings, including Costco Wholesale Corporation (1,108 shares), Eli Lilly & Co. (943 shares), and Sunrun Inc. (79,000 shares).
