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Portfolio (Quarterly) Guide ↗

RIDGECREST WEALTH PARTNERS, LLC

· CIK 0001860719
13F Portfolio $207M AUM 111 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 28 Added 25 Reduced 4 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 63,336.0 $22.6M 10.92% +19K +43.9% $357.37 -6.3%
2 DGRO ISHARES TR 181,702.0 $13.8M 6.64% +3K +1.4% $75.79 +4.1%
3 VOO VANGUARD INDEX FDS 16,235.0 $11.2M 5.38% +305.0 +1.9% $686.80 +1.9%
4 CSCO CISCO SYS INC Technology 27,276.0 $3.2M 1.55% +318.0 +1.2% $117.46 -6.6%
5 HDV ISHARES TR 95,357.0 $2.6M 1.26% +76K +394.7% $27.41 +8.0%
6 AMZN AMAZON COM INC Consumer Cyclical 7,989.0 $1.9M 0.92% +584.0 +7.9% $238.34 +7.0%
7 AMGN AMGEN INC Healthcare 4,325.0 $1.6M 0.76% +104.0 +2.5% $362.12 +21.0%
8 NFLX NETFLIX INC. Communication Services 19,229.0 $1.4M 0.66% +1K +6.1% $71.40 +13.2%
9 LLY ELI LILLY & CO Healthcare 884.0 $1.1M 0.51% +24.0 +2.8% $1199.43 -3.3%
10 SPYD SPDR SERIES TRUST 22,035.0 $1.1M 0.51% +200.0 +0.9% $47.71 +3.8%
11 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,115.0 $1.0M 0.50% +51.0 +4.8% $935.78 +0.4%
12 META META PLATFORMS INC Communication Services 1,712.0 $964K 0.47% +146.0 +9.3% $563.29 +2.7%
13 MRK MERCK & CO INC Healthcare 7,002.0 $900K 0.43% +164.0 +2.4% $128.50 +16.7%
14 BAC BANK OF AMER CORP Financial Services 12,120.0 $691K 0.33% +381.0 +3.2% $56.98 +8.8%
15 GILD GILEAD SCIENCES INC Healthcare 4,601.0 $581K 0.28% +276.0 +6.4% $126.34 +18.7%
16 HD HOME DEPOT INC Consumer Cyclical 1,629.0 $575K 0.28% +41.0 +2.6% $352.68 -9.3%
17 AXP AMERICAN EXPRESS CO Financial Services 1,691.0 $572K 0.28% +112.0 +7.1% $338.25 -4.2%
18 VHT VANGUARD WORLD FD 1,860.0 $556K 0.27% +424.0 +29.5% $299.07 +7.5%
19 WMT WALMART INC Consumer Defensive 4,700.0 $532K 0.26% +358.0 +8.2% $113.26 -6.5%
20 VZ VERIZON COMMUNICATIONS INC Communication Services 12,186.0 $516K 0.25% +600.0 +5.2% $42.34 +18.8%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.0%
Communication Services 19.8%
Healthcare 7.6%
Financial Services 7.1%
Consumer Defensive 6.9%
Energy 5.6%
Consumer Cyclical 5.1%
Industrials 4.2%
Utilities 0.4%
Real Estate 0.2%