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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 S&P GLOBAL INC 4,232.0 $1.7M 0.83% NEW $407.26
2 MU MICRON TECHNOLOGY INC Technology 278.0 $321K 0.15% NEW $1153.46 -19.1%
3 APH AMPHENOL CORP Technology 1,531.0 $270K 0.13% NEW $176.32 -7.5%
4 FTEC FIDELITY COVINGTON TRUST 906.0 $259K 0.12% NEW $285.58 -0.7%
5 GE GE AEROSPACE Industrials 676.0 $253K 0.12% NEW $373.75 -11.4%
6 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 640.0 $248K 0.12% NEW $386.73 +4.2%
7 UNH UNITEDHEALTH GROUP INC Healthcare 557.0 $232K 0.11% NEW $415.63 -4.7%
8 HONEYWELL INTL INC 1,018.0 $228K 0.11% NEW $223.90
9 HONEYWELL AEROSPACE INC 1,030.0 $228K 0.11% NEW $221.08
10 CLX CLOROX CO DEL Consumer Defensive 2,312.0 $221K 0.11% NEW $95.45 -0.5%
11 SBUX STARBUCKS CORP Consumer Cyclical 2,133.0 $218K 0.10% NEW $102.21 +3.9%
12 CSX CSX CORP Industrials 4,531.0 $215K 0.10% NEW $47.53 +2.5%
13 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,950.0 $214K 0.10% NEW $109.77 -2.5%
14 QQQI NEOS ETF TRUST 3,750.0 $213K 0.10% NEW $56.79 -4.9%
15 IDEV ISHARES TR 2,356.0 $210K 0.10% NEW $89.01 +3.0%
16 GD GENERAL DYNAMICS CORP Industrials 587.0 $208K 0.10% NEW $354.24 +4.3%
17 ETN EATON CORP PLC Industrials 478.0 $204K 0.10% NEW $426.12 -8.3%
18 SPACE EXPLORATION TECHN CORP 1,185.0 $202K 0.10% NEW $170.85
19 AMDD DIREXION SHARES ETF TRUST 15,500.0 $41K 0.02% NEW $2.65 +1067.8%

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%