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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPGI	S&P GLOBAL INC	Financial Services	4,664	$2.0M	1.09%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	2,062	$466K	0.26%	SOLD
3	LMT	LOCKHEED MARTIN CORP	Industrials	392	$237K	0.13%	SOLD
4	ADBE	ADOBE INC	Technology	895	$218K	0.12%	SOLD

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%