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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 1,723.0 $466K 0.23% +114.0 +7.1% $270.31 -3.4%
22 VUG VANGUARD INDEX FDS 4,494.0 $387K 0.19% +4K +500.0% $86.14 +1.4%
23 BK BANK OF NY MELLON CORP Financial Services 2,633.0 $381K 0.18% +361.0 +15.9% $144.61 -0.6%
24 NEE NEXTERA ENERGY INC Utilities 3,726.0 $327K 0.16% +391.0 +11.7% $87.77 -5.5%
25 PEP PEPSICO INC Consumer Defensive 2,292.0 $310K 0.15% +119.0 +5.5% $135.40 +3.2%
26 VLO VALERO ENERGY CORP Energy 1,054.0 $275K 0.13% +50.0 +5.0% $260.44 +39.0%
27 TSLS DIREXION SHARES ETF TRUST 5,328.0 $273K 0.13% +480.0 +9.9% $51.15 +13.0%
28 AEP AMERICAN ELEC PWR CO INC Utilities 1,790.0 $245K 0.12% +177.0 +11.0% $136.81 -10.1%
Page 2 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%