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Portfolio (Quarterly) Guide ↗

RIDGECREST WEALTH PARTNERS, LLC

· CIK 0001860719
13F Portfolio $181M AUM 96 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 30 Added 19 Reduced 14 Exited
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON HONEYWELL INTL INC Industrials 2,062.0 $466K 0.26% $226.03 +2.5%
62 INTC INTEL CORP Technology 9,504.0 $419K 0.23% +325.0 +3.5% $44.13 +179.9%
63 ORCL ORACLE CORP Technology 2,792.0 $411K 0.23% -300.0 -9.7% $147.10 +31.2%
64 SDY SPDR SERIES TRUST 2,724.0 $398K 0.22% $145.94 +2.9%
65 VHT VANGUARD WORLD FD 1,436.0 $391K 0.22% $272.38 +1.8%
66 MO ALTRIA GROUP INC Consumer Defensive 5,761.0 $380K 0.21% $65.99 +9.7%
67 GLD SPDR GOLD TR Financial Services 880.0 $379K 0.21% -80.0 -8.3% $430.29 -3.8%
68 VOTE TCW ETF TRUST 4,928.0 $376K 0.21% -100.0 -2.0% $76.30 +15.7%
69 XLK SELECT SECTOR SPDR TR 2,570.0 $342K 0.19% $132.90 +39.4%
70 QQQM INVESCO EXCH TRADED FD TR II 1,434.0 $341K 0.19% -20.0 -1.4% $237.62 +26.5%
71 PEP PEPSICO INC Consumer Defensive 2,173.0 $337K 0.19% +466.0 +27.3% $155.29 -6.2%
72 RTX RTX CORPORATION Industrials 1,749.0 $337K 0.19% +37.0 +2.2% $192.90 -7.2%
73 VUG VANGUARD INDEX FDS 749.0 $327K 0.18% +10.0 +1.4% $436.79 -79.8%
74 IUSV ISHARES TR 3,150.0 $322K 0.18% $102.25 +7.9%
75 NEE NEXTERA ENERGY INC Utilities 3,335.0 $310K 0.17% +118.0 +3.7% $92.88 -5.6%
76 USSG DBX ETF TR 5,139.0 $307K 0.17% $59.68 +16.5%
77 DIA STATE STR SPDR DOW JONES IND Financial Services 644.0 $298K 0.17% -100.0 -13.4% $463.39 +9.0%
78 PSA PUBLIC STORAGE OPER CO Real Estate 1,086.0 $294K 0.16% $270.88 +12.4%
79 TSLS DIREXION SHARES ETF TRUST 4,848.0 $292K 0.16% NEW $60.29 -15.7%
80 BK BANK NEW YORK MELLON CORP Financial Services 2,272.0 $270K 0.15% -40.0 -1.7% $118.63 +18.9%
Page 4 of 5  ·  96 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 42.0%
Communication Services 18.1%
Financial Services 8.9%
Healthcare 7.5%
Energy 7.2%
Consumer Defensive 7.0%
Consumer Cyclical 4.9%
Industrials 3.8%
Utilities 0.4%
Real Estate 0.2%