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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 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 8,339.0 $2.1M 1.01% $251.63 +3.3%
22 JPM JPMORGAN CHASE & CO Financial Services 6,016.0 $2.0M 0.95% -851.0 -12.4% $327.32 +8.4%
23 BC BRUNSWICK CORP Consumer Cyclical 23,108.0 $1.9M 0.94% -700.0 -2.9% $84.24 -12.9%
24 AMZN AMAZON COM INC Consumer Cyclical 7,989.0 $1.9M 0.92% +584.0 +7.9% $238.34 +7.0%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 6,662.0 $1.9M 0.90% $281.21 -17.7%
26 CAT CATERPILLAR INC Industrials 1,653.0 $1.8M 0.85% $1064.90 -26.8%
27 S&P GLOBAL INC 4,232.0 $1.7M 0.83% NEW $407.26
28 AMGN AMGEN INC Healthcare 4,325.0 $1.6M 0.76% +104.0 +2.5% $362.12 +21.0%
29 TSLA TESLA INC Consumer Cyclical 3,626.0 $1.5M 0.74% -369.0 -9.2% $420.54 -15.3%
30 JNJ JOHNSON & JOHNSON Healthcare 5,897.0 $1.5M 0.72% $253.96 +6.8%
31 NFLX NETFLIX INC. Communication Services 19,229.0 $1.4M 0.66% +1K +6.1% $71.40 +13.2%
32 XOM EXXON MOBIL CORP Energy 9,526.0 $1.3M 0.63% $136.72 +20.4%
33 NSC NORFOLK SOUTHN CORP Industrials 4,060.0 $1.3M 0.62% $314.57 +5.8%
34 VTI VANGUARD INDEX FDS 3,327.0 $1.2M 0.59% -219.0 -6.2% $370.06 +1.4%
35 UNP UNION PAC CORP Industrials 4,157.0 $1.1M 0.55% $272.00 +6.8%
36 INTC INTEL CORP Technology 8,009.0 $1.1M 0.54% -1K -15.7% $139.63 -36.3%
37 WFC WELLS FARGO & CO Financial Services 12,850.0 $1.1M 0.51% -1K -7.5% $82.64 +5.3%
38 LLY ELI LILLY & CO Healthcare 884.0 $1.1M 0.51% +24.0 +2.8% $1199.43 -3.3%
39 RUN SUNRUN INC Energy 79,000.0 $1.1M 0.51% $13.38 -37.4%
40 SPYD SPDR SERIES TRUST 22,035.0 $1.1M 0.51% +200.0 +0.9% $47.71 +3.8%
Page 2 of 6  ·  111 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%